Orion Advisor Solutions

Orion Advisor Solutions Data Maintenance/Data Provider API

The DataMaintenance/DataProvider API from Orion Advisor Solutions — 18 operation(s) for datamaintenance/dataprovider.

GitHub OpenAPI

Operations 26

GET /v1/DataMaintenance/DataProvider/Setup Data provider setup get all setups async #
PUT /v1/DataMaintenance/DataProvider/Setup Data provider setup update and process data provider setup step async #
POST /v1/DataMaintenance/DataProvider/Setup Data provider setup create data provider setup async #
GET /v1/DataMaintenance/DataProvider/Setup/{id} Data provider setup get setup by id async #
PUT /v1/DataMaintenance/DataProvider/Setup/{id} Data provider setup admin override step async #
DELETE /v1/DataMaintenance/DataProvider/Setup/{id} Data provider setup delete data provider setup async #
GET /v1/DataMaintenance/DataProvider/Setup/{id}/InputDatapoints Data provider setup get input datapoints async #
POST /v1/DataMaintenance/DataProvider/Setup/Help/Email Data provider setup send help email async #
GET /v1/DataMaintenance/DataProvider/Setup/RepAccess Data provider setup rep access get all access records async #
GET /v1/DataMaintenance/DataProvider/Setup/RepAccess/{dataProviderSetupId} Data provider setup rep access get access records for setup id async #
POST /v1/DataMaintenance/DataProvider/Setup/RepAccess/{dataProviderSetupId} Data provider setup rep access create access record async #
POST /v1/DataMaintenance/DataProvider/Setup/RepAccess/{dataProviderSetupId}/Add Data provider setup rep access add rep access for setup owner rep code async #
GET /v1/DataMaintenance/DataProvider/Setup/RepAccess/{dataProviderSetupId}/AvailableRepCodes Data provider setup rep access get available rep codes async #
GET /v1/DataMaintenance/DataProvider/Setup/RepAccess/{dataProviderSetupId}/Reps Data provider setup rep access get reps by al client id async #
GET /v1/DataMaintenance/DataProvider/Setup/RepAccess/{dataProviderSetupId}/SummaryCounts Data provider setup rep access get rep summary counts async #
PUT /v1/DataMaintenance/DataProvider/Setup/RepAccess/{repAccessId} Data provider setup rep access update access records async #
DELETE /v1/DataMaintenance/DataProvider/Setup/RepAccess/{repAccessId} Data provider setup rep access delete access record async #
GET /v1/DataMaintenance/DataProvider/Setup/RepAccess/{repAccessId}/AccountCodesCountByRep Data provider setup rep access get account code count for rep access async #
GET /v1/DataMaintenance/DataProvider/Setup/RepAccess/actions Data provider setup rep access get rep access actions async #
POST /v1/DataMaintenance/DataProvider/Setup/RepAccess/RequestAccess/{repAccessId} Data provider setup rep access request access async #
POST /v1/DataMaintenance/DataProvider/Setup/RepAccess/ValidateAccountCodes/{dataProviderSetupId}/{repAccessId} Data provider setup rep access validate account codes async #
GET /v1/DataMaintenance/DataProvider/SetupType Returns a list of all Data Provider Setup Types user has access to #
PUT /v1/DataMaintenance/DataProvider/SetupType Data provider setup type update data provider setup type async #
POST /v1/DataMaintenance/DataProvider/SetupType Data provider setup type create data provider setup type async #
DELETE /v1/DataMaintenance/DataProvider/SetupType/{id} Data provider setup type delete data provider setup type async #
GET /v1/DataMaintenance/DataProvider/SetupType/{key} returns a single Data Provider Setup Type by its key #

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-datamaintenance-dataprovider-api-openapi.yml

Other Resources

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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-datamaintenance-dataprovider-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Data Maintenance/Data Provider 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-datamaintenance-dataprovider-api-openapi.yml