Orion Advisor Solutions

Orion Advisor Solutions Integrations/Data Transmission Service API

The Integrations/DataTransmissionService API from Orion Advisor Solutions — 12 operation(s) for integrations/datatransmissionservice.

GitHub OpenAPI

Operations 13

GET /v1/Integrations/DataTransmissionService/{vendorCode}/documents/{documentCategory} Gets a paged list of documents for a vendor #
GET /v1/Integrations/DataTransmissionService/{vendorCode}/documents/{documentCategory}/{entityId}/Files Gets files for a specific document entity #
GET /v1/Integrations/DataTransmissionService/{vendorCode}/documents/{documentCategory}/{entityId}/Files/{fileId}/Download Downloads a file for a specific document entity #
GET /v1/Integrations/DataTransmissionService/CurrentUser Data transmission service get current user async #
GET /v1/Integrations/DataTransmissionService/FirmVendor/{vendorCode} Gets firm vendor configuration for the specified vendor code #
DELETE /v1/Integrations/DataTransmissionService/FirmVendor/{vendorCode} Deletes firm vendor configuration for the specified vendor #
POST /v1/Integrations/DataTransmissionService/FirmVendor/{vendorCode}/credentials Creates or updates firm vendor credentials for the specified vendor #
GET /v1/Integrations/DataTransmissionService/FirmVendor/{vendorCode}/established Checks if firm vendor credentials are established for the specified vendor #
GET /v1/Integrations/DataTransmissionService/GoldmanSachs/Beneficiaries Data transmission service get beneficiaries async #
GET /v1/Integrations/DataTransmissionService/GoldmanSachs/RMD Data transmission service get rmd async #
GET /v1/Integrations/DataTransmissionService/GoldmanSachs/SsoSignInUrl Gets the vendor sign-in URL for Inbound SSO (Part B). #
GET /v1/Integrations/DataTransmissionService/GoldmanSachs/SsoUrl Gets the URL to initiate Goldman Sachs SSO (Part A - Authorize). #
GET /v1/Integrations/DataTransmissionService/GoldmanSachs/TokenEstablished Checks if the current user has completed Goldman Sachs OAuth and has a token… #

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-integrations-datatransmissionservice-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-integrations-datatransmissionservice-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Data Transmission Service API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/DataTransmissionService
paths:
  /v1/Integrations/DataTransmissionService/{vendorCode}/documents/{documentCategory}:
    get:
      tags:
      - Integrations/DataTransmissionService
      summary: Gets a paged list of documents for a vendor
      operationId: DataTransmissionService_GetDocumentsPagedAsync
      parameters:
      - name: vendorCode
        in: path
        description: Vendor code (e.g., Arch, GoldmanSachs)
        required: true
        schema:
          type: string
      - name: documentCategory
        in: path
        description: 'Document category - possible values: Activity, Holding, TaxDocument'
        required: true
        schema:
          type: string
      - name: holdingId
        in: query
        description: Filter by holding ID (applicable for Activity category)
        required: false
        schema:
          type: integer
          format: int32
      - name: after
        in: query
        description: Filter activities after this date (applicable for Activity category)
        required: false
        schema:
          type: string
          format: date-time
      - name: before
        in: query
        description: Filter activities before this date (applicable for Activity category)
        required: false
        schema:
          type: string
          format: date-time
      - name: afterStatementDate
        in: query
        description: Filter activities after statement date (applicable for Arch Activity category)
        required: false
        schema:
          type: string
          format: date-time
      - name: beforeStatementDate
        in: query
        description: Filter activities before statement date (applicable for Arch Activity category)
        required: false
        schema:
          type: string
          format: date-time
      - name: accountIds
        in: query
        description: Comma-separated account IDs (applicable for Arch Activity category)
        required: false
        schema:
          type: string
      - name: types
        in: query
        description: Comma-separated activity types (applicable for Arch Activity category)
        required: false
        schema:
          type: string
      - name: year
        in: query
        description: Filter by tax year (applicable for TaxDocument category)
        required: false
        schema:
          type: integer
          format: int32
      - name: limit
        in: query
        description: 'Page size (default: 25)'
        required: false
        schema:
          type: integer
          format: int32
          default: 25
      - name: offset
        in: query
        description: 'Page offset (default: 0)'
        required: false
        schema:
          type: integer
          format: int32
          default: 0
      - name: ct
        in: header
        description: Cancellation token
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Integrations/DataTransmissionService/{vendorCode}/documents/{documentCategory}/{entityId}/Files:
    get:
      tags:
      - Integrations/DataTransmissionService
      summary: Gets files for a specific document entity
      operationId: DataTransmissionService_GetDocumentFilesAsync
      parameters:
      - name: vendorCode
        in: path
        description: Vendor code (e.g., Arch, GoldmanSachs)
        required: true
        schema:
          type: string
      - name: documentCategory
        in: path
        description: 'Document category - possible values: Activity, Holding, TaxDocument'
        required: true
        schema:
          type: string
      - name: entityId
        in: path
        description: Entity ID
        required: true
        schema:
          type: string
      - name: ct
        in: header
        description: Cancellation token
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Integrations/DataTransmissionService/{vendorCode}/documents/{documentCategory}/{entityId}/Files/{fileId}/Download:
    get:
      tags:
      - Integrations/DataTransmissionService
      summary: Downloads a file for a specific document entity
      operationId: DataTransmissionService_DownloadDocumentFileAsync
      parameters:
      - name: vendorCode
        in: path
        description: Vendor code (e.g., Arch, GoldmanSachs)
        required: true
        schema:
          type: string
      - name: documentCategory
        in: path
        description: 'Document category - possible values: Activity, Holding, TaxDocument'
        required: true
        schema:
          type: string
      - name: entityId
        in: path
        description: Entity ID
        required: true
        schema:
          type: string
      - name: fileId
        in: path
        description: File ID
        required: true
        schema:
          type: string
      - name: ct
        in: header
        description: Cancellation token
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Integrations/DataTransmissionService/CurrentUser:
    get:
      tags:
      - Integrations/DataTransmissionService
      operationId: DataTransmissionService_GetCurrentUserAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: Data transmission service get current user async
      x-summary-source: derived
  /v1/Integrations/DataTransmissionService/FirmVendor/{vendorCode}:
    get:
      tags:
      - Integrations/DataTransmissionService
      summary: Gets firm vendor configuration for the specified vendor code
      operationId: DataTransmissionServiceFirmVendor_GetFirmVendorAsync
      parameters:
      - name: vendorCode
        in: path
        description: The vendor code (e.g., "GoldmanSachs")
        required: true
        schema:
          type: string
      - name: ct
        in: header
        description: Cancellation token
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
    delete:
      tags:
      - Integrations/DataTransmissionService
      summary: Deletes firm vendor configuration for the specified vendor
      operationId: DataTransmissionServiceFirmVendor_DeleteFirmVendorAsync
      parameters:
      - name: vendorCode
        in: path
        description: The vendor code (e.g., "GoldmanSachs")
        required: true
        schema:
          type: string
      - name: ct
        in: header
        description: Cancellation token
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Integrations/DataTransmissionService/FirmVendor/{vendorCode}/credentials:
    post:
      tags:
      - Integrations/DataTransmissionService
      summary: Creates or updates firm vendor credentials for the specified vendor
      operationId: DataTransmissionServiceFirmVendor_CreateOrUpdateFirmVendorCredentialsAsync
      parameters:
      - name: vendorCode
        in: path
        description: The vendor code (e.g., "GoldmanSachs")
        required: true
        schema:
          type: string
      - name: ct
        in: header
        description: Cancellation token
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.DataTransmissionService.DTOs.FirmVendorInputDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.DataTransmissionService.DTOs.FirmVendorInputDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.DataTransmissionService.DTOs.FirmVendorInputDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.DataTransmissionService.DTOs.FirmVendorInputDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.DataTransmissionService.DTOs.FirmVendorInputDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.DataTransmissionService.DTOs.FirmVendorInputDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.DataTransmissionService.DTOs.FirmVendorInputDto'
        description: The firm vendor credentials
        required: true
  /v1/Integrations/DataTransmissionService/FirmVendor/{vendorCode}/established:
    get:
      tags:
      - Integrations/DataTransmissionService
      summary: Checks if firm vendor credentials are established for the specified vendor
      operationId: DataTransmissionServiceFirmVendor_GetFirmVendorIsEstablishedAsync
      parameters:
      - name: vendorCode
        in: path
        description: The vendor code (e.g., "GoldmanSachs")
        required: true
        schema:
          type: string
      - name: ct
        in: header
        description: Cancellation token
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Integrations/DataTransmissionService/GoldmanSachs/Beneficiaries:
    get:
      tags:
      - Integrations/DataTransmissionService
      operationId: DataTransmissionService_GetBeneficiariesAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: Data transmission service get beneficiaries async
      x-summary-source: derived
  /v1/Integrations/DataTransmissionService/GoldmanSachs/RMD:
    get:
      tags:
      - Integrations/DataTransmissionService
      operationId: DataTransmissionService_GetRmdAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: Data transmission service get rmd async
      x-summary-source: derived
  /v1/Integrations/DataTransmissionService/GoldmanSachs/SsoSignInUrl:
    get:
      tags:
      - Integrations/DataTransmissionService
      summary: Gets the vendor sign-in URL for Inbound SSO (Part B).
      operationId: DataTransmissionService_GetGoldmanSachsSsoSignInUrlAsync
      parameters:
      - name: landingPage
        in: query
        description: Optional landing page for deep links
        required: false
        schema:
          type: string
          enum:
          - None
          - Home
          - Accounts
          - AccountOpening
          - AwaitingClientAction
          - ClientOverview
          - AccountPositions
          - ActivityAndOrders
          - LinkedBankAccounts
          - AccountProfile
      - name: ct
        in: header
        required: false
      - name: context.memberId
        in: query
        required: false
        schema:
          type: string
      - name: context.accountId
        in: query
        required: false
        schema:
          type: string
      - name: context.accountNumber
        in: query
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Integrations/DataTransmissionService/GoldmanSachs/SsoUrl:
    get:
      tags:
      - Integrations/DataTransmissionService
      summary: Gets the URL to initiate Goldman Sachs SSO (Part A - Authorize).
      operationId: DataTransmissionService_GetGoldmanSachsSsoUrlAsync
      parameters:
      - name: landingPage
        in: query
        description: Landing page after auth. Defaults to Home. Use None for Ok("Success!") response.
        required: false
        schema:
          type: string
          enum:
          - None
          - Home
          - Accounts
          - AccountOpening
          - AwaitingClientAction
          - ClientOverview
          - AccountPositions
          - ActivityAndOrders
          - LinkedBankAccounts
          - AccountProfile
          default: 1
      - name: ct
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Integrations/DataTransmissionService/GoldmanSachs/TokenEstablished:
    get:
      tags:
      - Integrations/DataTransmissionService
      summary: Checks if the current user has completed Goldman Sachs OAuth and has a token…
      operationId: DataTransmissionService_IsGoldmanSachsTokenEstablishedAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
components:
  schemas:
    OAS.Integrations.DataTransmissionService.DTOs.FirmVendorInputDto:
      properties:
        clientId:
          type: string
        clientSecret:
          type: string
        username:
          type: string
        isFirmUser:
          type: boolean
      xml:
        name: FirmVendorInputDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header