Orion Advisor Solutions

Orion Advisor Solutions Confirm/localexclusion API

The Confirm/localexclusion API from Orion Advisor Solutions — 4 operation(s) for confirm/localexclusion.

GitHub OpenAPI

Operations 4

GET /v1/Confirm/localexclusion Confirm download local exclusion get #
GET /v1/Confirm/localexclusion/AdvisorNumber Confirm download local exclusion validate advisor number #
PUT /v1/Confirm/localexclusion/List/Delete Confirm download local exclusion delete async #
PUT /v1/Confirm/localexclusion/List/Upsert Confirm download local exclusion bulk upsert async #

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-localexclusion-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-localexclusion-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/localexclusion API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Confirm/localexclusion
paths:
  /v1/Confirm/localexclusion:
    get:
      tags:
      - Confirm/localexclusion
      operationId: ConfirmDownloadLocalExclusion_Get
      parameters:
      - name: startDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: downloadFormat
        in: query
        required: false
        schema:
          type: integer
          format: int32
      - name: acctNum
        in: query
        required: false
        schema:
          type: string
      - name: cusip
        in: query
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      summary: Confirm download local exclusion get
      x-summary-source: derived
  /v1/Confirm/localexclusion/AdvisorNumber:
    get:
      tags:
      - Confirm/localexclusion
      operationId: ConfirmDownloadLocalExclusion_ValidateAdvisorNumber
      parameters:
      - name: advisorNumber
        in: query
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: boolean
            application/json:
              schema:
                type: boolean
            text/json:
              schema:
                type: boolean
            application/xml:
              schema:
                type: boolean
            text/xml:
              schema:
                type: boolean
            multipart/form-data:
              schema:
                type: boolean
      security:
      - Authorization: []
      summary: Confirm download local exclusion validate advisor number
      x-summary-source: derived
  /v1/Confirm/localexclusion/List/Delete:
    put:
      tags:
      - Confirm/localexclusion
      operationId: ConfirmDownloadLocalExclusion_DeleteAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      responses:
        '204':
          description: No Content
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                type: integer
                format: int32
              type: array
          multipart/form-data:
            schema:
              items:
                type: integer
                format: int32
              type: array
        required: true
      summary: Confirm download local exclusion delete async
      x-summary-source: derived
  /v1/Confirm/localexclusion/List/Upsert:
    put:
      tags:
      - Confirm/localexclusion
      operationId: ConfirmDownloadLocalExclusion_BulkUpsertAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
                xml:
                  name: DownloadExcludeDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
              xml:
                name: DownloadExcludeDto
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
              xml:
                name: DownloadExcludeDto
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
              xml:
                name: DownloadExcludeDto
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
              xml:
                name: DownloadExcludeDto
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadExcludeDto'
              xml:
                name: DownloadExcludeDto
                wrapped: true
              type: array
        required: true
      summary: Confirm download local exclusion bulk upsert async
      x-summary-source: derived
components:
  schemas:
    OAS.WebApi.DTO.Confirm.DownloadExcludeDto:
      properties:
        id:
          type: integer
          format: int32
        downloadFormatId:
          type: integer
          format: int32
        downloadFormat:
          type: string
        accountNumber:
          type: string
        cusip:
          type: string
        notes:
          type: string
        advisorNotes:
          type: string
        isPriceExclusion:
          type: boolean
        createdDate:
          type: string
          format: date-time
        createdBy:
          type: string
        downloadSourceId:
          type: integer
          format: int32
        downloadSource:
          type: string
        fundFamilyName:
          type: string
        editedDate:
          type: string
          format: date-time
        editedBy:
          type: string
        nacSuppression:
          type: boolean
      xml:
        name: DownloadExcludeDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header