# Orion Advisor Solutions Confirm/Overview API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-confirm-overview-api/  
**Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/  
**Base URL:** https://api.orionadvisor.com/api/v1  
**Documentation:** https://developers.orionadvisor.com/

Orion Advisor Solutions Confirm/Overview API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Confirm/Overview. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

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

## Operations (55)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-confirm-overview-api-openapi.yml
- **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/
- **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

## Other Orion Advisor Solutions APIs (12)

- [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/)
- [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/)
- [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/)
- [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/)
- [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/)
- [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/)
- [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/)
- [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/)
- [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/)
- [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/)
- [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/)
- [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/)

## Tags

Confirm/Overview

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-confirm-overview-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.