Orion Advisor Solutions

Orion Advisor Solutions Confirm/Tax Center API

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

GitHub OpenAPI

Operations 6

POST /v1/Confirm/TaxCenter/Action/Reviewed Flip reviewed flag #
GET /v1/Confirm/TaxCenter/Counts Confirm get counts async #
GET /v1/Confirm/TaxCenter/DownloadSourceSummary Confirm get download source summary #
POST /v1/Confirm/TaxCenter/Errors/List Return a list of errors by ids #
GET /v1/Confirm/TaxCenter/GetTaxErrorAudit Confirm get tax error audit #
POST /v1/Confirm/TaxCenter/UpdateTaxErrorAudit Confirm update tax error audit 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-taxcenter-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-taxcenter-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/Tax Center API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Confirm/TaxCenter
paths:
  /v1/Confirm/TaxCenter/Action/Reviewed:
    post:
      tags:
      - Confirm/TaxCenter
      summary: Flip reviewed flag
      operationId: Confirm_ActionReviewedAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      - name: reviewed
        in: query
        description: Sets the reviewed flag on the Cost Basis records
        required: true
        schema:
          type: boolean
      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
        description: The list of tax errors ids.
        required: true
  /v1/Confirm/TaxCenter/Counts:
    get:
      tags:
      - Confirm/TaxCenter
      summary: Confirm get counts async
      operationId: Confirm_GetCountsAsync
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterCountsDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterCountsDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterCountsDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterCountsDto'
      security:
      - Authorization: []
      x-summary-source: derived
  /v1/Confirm/TaxCenter/DownloadSourceSummary:
    get:
      tags:
      - Confirm/TaxCenter
      summary: Confirm get download source summary
      operationId: Confirm_GetDownloadSourceSummary
      parameters:
      - name: startDate
        in: query
        required: false
        schema:
          type: string
      - name: endDate
        in: query
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterDownloadSourceSummaryDto'
                xml:
                  name: TaxCenterDownloadSourceSummaryDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterDownloadSourceSummaryDto'
                xml:
                  name: TaxCenterDownloadSourceSummaryDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterDownloadSourceSummaryDto'
                xml:
                  name: TaxCenterDownloadSourceSummaryDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterDownloadSourceSummaryDto'
                xml:
                  name: TaxCenterDownloadSourceSummaryDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterDownloadSourceSummaryDto'
                xml:
                  name: TaxCenterDownloadSourceSummaryDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterDownloadSourceSummaryDto'
                xml:
                  name: TaxCenterDownloadSourceSummaryDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      x-summary-source: derived
  /v1/Confirm/TaxCenter/Errors/List:
    post:
      tags:
      - Confirm/TaxCenter
      summary: Return a list of errors by ids
      operationId: Confirm_GetErrorsAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterErrorDto'
                xml:
                  name: TaxCenterErrorDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterErrorDto'
                xml:
                  name: TaxCenterErrorDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterErrorDto'
                xml:
                  name: TaxCenterErrorDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterErrorDto'
                xml:
                  name: TaxCenterErrorDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterErrorDto'
                xml:
                  name: TaxCenterErrorDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterErrorDto'
                xml:
                  name: TaxCenterErrorDto
                  wrapped: true
                type: array
      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
        description: The list of tax errors ids.
        required: true
  /v1/Confirm/TaxCenter/GetTaxErrorAudit:
    get:
      tags:
      - Confirm/TaxCenter
      summary: Confirm get tax error audit
      operationId: Confirm_GetTaxErrorAudit
      parameters:
      - name: auditType
        in: query
        required: false
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
            enum:
            - CustodialRealizedSharesDoNotMatch
            - CustodialRealizedMissing
            - CustodialUnrealizedMissing
            - CustodialRealizedUnknownAcquiredDate
            - CustodialUnrealizedUnknownAcquiredDate
            - CustodialRealizedUnknownCostBasis
            - CustodialUnrealizedUnknownCostBasis
            - OrionUnknownCostBasis
            - MoneyMarketProducts
            - OrionMissingCostBasis
      - name: downloadFormatId
        in: query
        required: false
        schema:
          type: integer
          format: int32
      - name: downloadSourceId
        in: query
        required: false
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterAuditTypeCountDto'
                xml:
                  name: TaxCenterAuditTypeCountDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterAuditTypeCountDto'
                xml:
                  name: TaxCenterAuditTypeCountDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterAuditTypeCountDto'
                xml:
                  name: TaxCenterAuditTypeCountDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterAuditTypeCountDto'
                xml:
                  name: TaxCenterAuditTypeCountDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterAuditTypeCountDto'
                xml:
                  name: TaxCenterAuditTypeCountDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.TaxCenterAuditTypeCountDto'
                xml:
                  name: TaxCenterAuditTypeCountDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      x-summary-source: derived
  /v1/Confirm/TaxCenter/UpdateTaxErrorAudit:
    post:
      tags:
      - Confirm/TaxCenter
      operationId: Confirm_UpdateTaxErrorAuditAsync
      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 update tax error audit async
      x-summary-source: derived
components:
  schemas:
    OAS.WebApi.DTO.Confirm.TaxCenterAuditTypeCountDto:
      properties:
        auditType:
          type: string
          enum:
          - CustodialRealizedSharesDoNotMatch
          - CustodialRealizedMissing
          - CustodialUnrealizedMissing
          - CustodialRealizedUnknownAcquiredDate
          - CustodialUnrealizedUnknownAcquiredDate
          - CustodialRealizedUnknownCostBasis
          - CustodialUnrealizedUnknownCostBasis
          - OrionUnknownCostBasis
          - MoneyMarketProducts
          - OrionMissingCostBasis
        auditTypeId:
          readOnly: true
          type: integer
          format: int32
        errorCount:
          type: integer
          format: int32
      xml:
        name: TaxCenterAuditTypeCountDto
      type: object
    OAS.WebApi.DTO.Confirm.TaxCenterDownloadSourceSummaryDto:
      properties:
        downloadSourceId:
          type: integer
          format: int32
        downloadFormatId:
          type: integer
          format: int32
        downloadDescription:
          type: string
        maxRealizedFileDate:
          type: string
          format: date-time
        maxUnrealizedFileDate:
          type: string
          format: date-time
        orionRealizedErrorCount:
          type: integer
          format: int32
        custodianRealizedErrorCount:
          type: integer
          format: int32
        orionUnrealizedErrorCount:
          type: integer
          format: int32
        custodianUnrealizedErrorCount:
          type: integer
          format: int32
        costBasisOverridesErrorCount:
          type: integer
          format: int32
        downloadFormatCostBasisType:
          type: string
          enum:
          - None
          - Unrealized
          - Realized
          - Both
        downloadFormatInformation:
          type: string
      xml:
        name: TaxCenterDownloadSourceSummaryDto
      type: object
    OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterCountsDto:
      properties:
        taxErrors:
          additionalProperties:
            type: integer
            format: int32
          type: object
      xml:
        name: TaxCenterCountsDto
      type: object
    OAS.WebApi.DTO.Portfolio.CostBasis.TaxCenterErrorDto:
      properties:
        errorStatusIcon:
          readOnly: true
          type: string
        taxErrorId:
          type: integer
          format: int32
        auditType:
          type: string
          enum:
          - CustodialRealizedSharesDoNotMatch
          - CustodialRealizedMissing
          - CustodialUnrealizedMissing
          - CustodialRealizedUnknownAcquiredDate
          - CustodialUnrealizedUnknownAcquiredDate
          - CustodialRealizedUnknownCostBasis
          - CustodialUnrealizedUnknownCostBasis
          - OrionUnknownCostBasis
          - MoneyMarketProducts
          - OrionMissingCostBasis
        auditTypeId:
          type: integer
          format: int32
        resolutionMessage:
          readOnly: true
          type: string
        expectedUnits:
          type: number
          format: double
        costUnits:
          type: number
          format: double
        reviewed:
          type: boolean
      xml:
        name: TaxCenterErrorDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header