Orion Advisor Solutions

Orion Advisor Solutions Confirm/Overview API

The Confirm/Overview API from Orion Advisor Solutions — 52 operation(s) for confirm/overview.

GitHub OpenAPI

Operations 55

GET /v1/Confirm/Overview Gets the confirm overview records the current user has access to #
GET /v1/Confirm/Overview/AccountsNotInFile Get all confirm overview where account not in file #
PUT /v1/Confirm/Overview/AccountsNotInFile/Action/RefreshData Refresh data for Accounts Not In File confirm overview dashboard #
PUT /v1/Confirm/Overview/AccountsNotInFile/Action/SignOff Sign off dashboards #
PUT /v1/Confirm/Overview/Action/Delete Confirm overview action delete async #
PUT /v1/Confirm/Overview/Action/FixShares005/{effectiveDate} Confirm overview fix shares005 async #
PUT /v1/Confirm/Overview/Action/ReConfirm Confirm overview action re confirm async #
PUT /v1/Confirm/Overview/Action/RefreshData Confirm overview refresh data async #
PUT /v1/Confirm/Overview/Action/RefreshDatabaseData Takes an array of database Ids, a start and end date, and updates the Confirm… #
PUT /v1/Confirm/Overview/Action/ReprocessFiles Confirm overview reprocess file async #
PUT /v1/Confirm/Overview/Action/ReprocessFiles/NewConfirmReprocessHandling Reprocess Files that are 2.0 and 1.0 also handles them in bulk #
PUT /v1/Confirm/Overview/Action/SignOff Sign off overviews #
PUT /v1/Confirm/Overview/Action/SleeveFixSmallBalancePositions Confirm overview sleeve fix small balance positions async #
PUT /v1/Confirm/Overview/Action/Undo/Records Undo Apply for download files #
PUT /v1/Confirm/Overview/Action/UndoMany Confirm overview action undo many files async #
PUT /v1/Confirm/Overview/Action/VerifyApply Confirm overview action verify or apply async #
PUT /v1/Confirm/Overview/Action/VerifyApply/Records Confirm overview action verify or apply records async #
POST /v1/Confirm/Overview/CheckStatus Confirm overview checkbatch processing status #
GET /v1/Confirm/Overview/CheckStatus/{batchId} Gets the status of batch processing record for the batchId provided #
POST /v1/Confirm/Overview/CheckStatus/Universal Handles both s3(correlationIds) and remote(pkbatchprocessing) statuses when… #
GET /v1/Confirm/Overview/DataAudits Get all confirm overview where account not in file #
PUT /v1/Confirm/Overview/DataAudits/Action/RefreshData Confirm overview dashboard data audits refresh data async #
PUT /v1/Confirm/Overview/DataAudits/Action/SignOff Sign off dashboards #
POST /v1/Confirm/Overview/DataAudits/List Confirm overview dashboard data audits get by key list #
POST /v1/Confirm/Overview/DataAudits/List/Id Confirm overview dashboard data audits post V1 confirm overview data audits… #
GET /v1/Confirm/Overview/ExclusionTable Get all confirm overview where account not in file #
PUT /v1/Confirm/Overview/ExclusionTable/Action/RefreshData Refresh data for Exclusion Tables confirm overview dashboard #
PUT /v1/Confirm/Overview/ExclusionTable/Action/SignOff Sign off dashboards #
POST /v1/Confirm/Overview/ForGroup Confirm overview get for group #
GET /v1/Confirm/Overview/InformRecon Gets a list of Inform Reconciliation Records #
GET /v1/Confirm/Overview/InformRecon/{key}/Transactions/v2 Get Recon Transaction Details Grid #
PUT /v1/Confirm/Overview/InformRecon/Action/SignOff/V2 Adds current user signoff to reconciliation records passed Skips records that… #
PUT /v1/Confirm/Overview/InformRecon/Transactions/Action/Dividend/V2 Change Transaction Recon Status to Confirmed and update Transaction type to… #
PUT /v1/Confirm/Overview/InformRecon/Transactions/Action/UpdateStatus/V2/{status} Change Transaction Recon Status #
PUT /v1/Confirm/Overview/InformRecon/Transactions/V2/{key} Update Inform Transaction Skips records that are already signed off #
POST /v1/Confirm/Overview/List Returns a list of Confirm Overviews that are found for the list of Id's posted… #
POST /v1/Confirm/Overview/List/Id Returns a list of Confirm Overviews that are found for the list of Id's posted… #
GET /v1/Confirm/Overview/ManualExclusions Get all confirm overview where account not in file #
PUT /v1/Confirm/Overview/ManualExclusions/Action/RefreshData Refresh data for Manual Exclusions confirm overview dashboard #
PUT /v1/Confirm/Overview/ManualExclusions/Action/SignOff Sign off dashboards #
GET /v1/Confirm/Overview/MissingFiles Return all confirm overviews that are missing files #
PUT /v1/Confirm/Overview/MissingFiles/Action/RefreshData Refresh data for Missing Files confirm overview dashboard #
PUT /v1/Confirm/Overview/MissingFiles/Action/SignOff Sign off dashboards #
GET /v1/Confirm/Overview/Notes Get all notes based on filter values #
POST /v1/Confirm/Overview/Notes Create new confirm overview note #
GET /v1/Confirm/Overview/Notes/{key} Get confirm overview note by key #
PUT /v1/Confirm/Overview/Notes/{key} Confirm overview notes update item #
DELETE /v1/Confirm/Overview/Notes/{key} Delete a note #
POST /v1/Confirm/Overview/Notes/List Create new confirm overview notes #
GET /v1/Confirm/Overview/OrionVision Gets a list of Inform Reconciliation Records #
GET /v1/Confirm/Overview/ScheduledJobs Get all confirm overview where account not in file #
PUT /v1/Confirm/Overview/ScheduledJobs/Action/RefreshData Refresh data for Schedule Jobs confirm overview dashboard #
PUT /v1/Confirm/Overview/ScheduledJobs/Action/Reschedule Confirm overview dashboard scheduled jobs create blocks #
PUT /v1/Confirm/Overview/ScheduledJobs/Action/SignOff Sign off dashboards #
GET /v1/Confirm/Overview/Summary Gets summary counts for download files #

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