Orion Advisor Solutions

Orion Advisor Solutions Confirm/Interface Reconciliations API

The Confirm/InterfaceReconciliations API from Orion Advisor Solutions — 6 operation(s) for confirm/interfacereconciliations.

GitHub OpenAPI

Operations 7

GET /v1/Confirm/InterfaceReconciliations Gets a list of interface reconciliations that the logged in user has access to #
GET /v1/Confirm/InterfaceReconciliations/{downloadSourceId}/{createDate} Gets the interface reconciliation that has the provided key. #
GET /v1/Confirm/InterfaceReconciliations/{downloadSourceId}/SourceName Returns the download source name using the download source id provided #
GET /v1/Confirm/InterfaceReconciliations/Action/SendReconCompleteNotification Interface reconciliations get recon complete notification #
POST /v1/Confirm/InterfaceReconciliations/Action/SendReconCompleteNotification Interface reconciliations send recon complete notification async #
GET /v1/Confirm/InterfaceReconciliations/Counts Returns summary counts of unconfirmed records #
GET /v1/Confirm/InterfaceReconciliations/Status Returns the current reconcillation status #

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-interfacereconciliations-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-interfacereconciliations-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/Interface Reconciliations API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Confirm/InterfaceReconciliations
paths:
  /v1/Confirm/InterfaceReconciliations:
    get:
      tags:
      - Confirm/InterfaceReconciliations
      summary: Gets a list of interface reconciliations that the logged in user has access to
      operationId: InterfaceReconciliations_Get
      parameters:
      - name: cancellationToken
        in: header
        required: true
      - name: isActive
        in: query
        description: Optional. Default null. If provided only recons for active (when true) or inactive (when false) download sources will be returned.
        required: false
        schema:
          type: boolean
      - name: startDate
        in: query
        description: Optional. Default null. If provided only recons that come after the start date will be returned.
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        description: Optional. Default null. If provided only recons that come before the end date will be returned.
        required: false
        schema:
          type: string
          format: date-time
      - name: transactionStatus
        in: query
        required: false
        schema:
          type: string
      - name: positionStatus
        in: query
        required: false
        schema:
          type: string
      - name: costBasisStatus
        in: query
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
                xml:
                  name: InterfaceReconciliationDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
                xml:
                  name: InterfaceReconciliationDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
                xml:
                  name: InterfaceReconciliationDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
                xml:
                  name: InterfaceReconciliationDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
                xml:
                  name: InterfaceReconciliationDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
                xml:
                  name: InterfaceReconciliationDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Confirm/InterfaceReconciliations/{downloadSourceId}/{createDate}:
    get:
      tags:
      - Confirm/InterfaceReconciliations
      summary: Gets the interface reconciliation that has the provided key.
      operationId: InterfaceReconciliations_GetByKey
      parameters:
      - name: downloadSourceId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: createDate
        in: path
        required: true
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto'
      security:
      - Authorization: []
  /v1/Confirm/InterfaceReconciliations/{downloadSourceId}/SourceName:
    get:
      tags:
      - Confirm/InterfaceReconciliations
      summary: Returns the download source name using the download source id provided
      operationId: InterfaceReconciliations_GetDownloadSourceName
      parameters:
      - name: downloadSourceId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: string
            application/json:
              schema:
                type: string
            text/json:
              schema:
                type: string
            application/xml:
              schema:
                type: string
            text/xml:
              schema:
                type: string
            multipart/form-data:
              schema:
                type: string
      security:
      - Authorization: []
  /v1/Confirm/InterfaceReconciliations/Action/SendReconCompleteNotification:
    get:
      tags:
      - Confirm/InterfaceReconciliations
      operationId: InterfaceReconciliations_GetReconCompleteNotification
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
      security:
      - Authorization: []
      summary: Interface reconciliations get recon complete notification
      x-summary-source: derived
    post:
      tags:
      - Confirm/InterfaceReconciliations
      operationId: InterfaceReconciliations_SendReconCompleteNotificationAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto'
        required: true
      summary: Interface reconciliations send recon complete notification async
      x-summary-source: derived
  /v1/Confirm/InterfaceReconciliations/Counts:
    get:
      tags:
      - Confirm/InterfaceReconciliations
      summary: Returns summary counts of unconfirmed records
      operationId: InterfaceReconciliations_GetCounts
      parameters:
      - name: startDate
        in: query
        required: true
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        required: true
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationCountsDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationCountsDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationCountsDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationCountsDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationCountsDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationCountsDto'
      security:
      - Authorization: []
  /v1/Confirm/InterfaceReconciliations/Status:
    get:
      tags:
      - Confirm/InterfaceReconciliations
      summary: Returns the current reconcillation status
      operationId: InterfaceReconciliations_GetReconStatus
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationStatusDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationStatusDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationStatusDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationStatusDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationStatusDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InterfaceReconciliationStatusDto'
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.Domains.Confirm.InterfaceReconciliationsController.ReconNotificationDto:
      properties:
        emailToList:
          type: string
        sendACR:
          type: boolean
        sendEmail:
          type: boolean
        emailBodyNoACR:
          type: string
        emailBodyWithACR:
          type: string
        sendChatter:
          type: boolean
      xml:
        name: ReconNotificationDto
      type: object
    OAS.WebApi.DTO.Portfolio.InterfaceReconciliationCountsDto:
      properties:
        unconfirmedAccounts:
          type: integer
          format: int32
        unconfirmedPositions:
          type: integer
          format: int32
        unconfirmedTransactions:
          type: integer
          format: int32
      xml:
        name: InterfaceReconciliationCountsDto
      type: object
    OAS.WebApi.DTO.Confirm.InterfaceReconciliationDto:
      properties:
        downloadSourceId:
          type: integer
          format: int32
        createdDate:
          type: string
          format: date-time
        downloadSourceName:
          type: string
        transactionStatus:
          type: string
        positionStatus:
          type: string
        completeDate:
          type: string
          format: date-time
        transactionFileCount:
          type: integer
          format: int32
        transactionNotConfirmedCount:
          type: integer
          format: int32
        transactionConfirmedCount:
          type: integer
          format: int32
        transactionExcludedCount:
          type: integer
          format: int32
        transactionCount:
          type: integer
          format: int32
        positionFileCount:
          type: integer
          format: int32
        positionNotConfirmedCount:
          type: integer
          format: int32
        positionConfirmedCount:
          type: integer
          format: int32
        positionExcludedCount:
          type: integer
          format: int32
        positionCount:
          type: integer
          format: int32
        downloadFileNotesCount:
          type: integer
          format: int32
        downloadSourceNotesCount:
          type: integer
          format: int32
        nameFileCount:
          type: integer
          format: int32
        nameNotConfirmedCount:
          type: integer
          format: int32
        nameConfirmedCount:
          type: integer
          format: int32
        nameExcludedCount:
          type: integer
          format: int32
        nameStatus:
          type: string
        nameCount:
          type: integer
          format: int32
        costBasisFileCount:
          type: integer
          format: int32
        costBasisNotConfirmedCount:
          type: integer
          format: int32
        costBasisConfirmedCount:
          type: integer
          format: int32
        costBasisExcludedCount:
          type: integer
          format: int32
        costBasisStatus:
          type: string
        costBasisCount:
          type: integer
          format: int32
        notesCount:
          readOnly: true
          type: integer
          format: int32
        nameNumberConfirmed:
          readOnly: true
          type: string
        transactionNumberConfirmed:
          readOnly: true
          type: string
        positionNumberConfirmed:
          readOnly: true
          type: string
      xml:
        name: InterfaceReconciliationDto
      type: object
    OAS.WebApi.DTO.Portfolio.InterfaceReconciliationStatusDto:
      properties:
        isReconciled:
          type: boolean
        reconcileTime:
          type: string
          format: date-time
        showInTom:
          type: boolean
      xml:
        name: InterfaceReconciliationStatusDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header