Orion Advisor Solutions Integrations/e Money API
The Integrations/eMoney API from Orion Advisor Solutions — 9 operation(s) for integrations/emoney.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Integrations/e Money API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/eMoney
paths:
/v1/Integrations/eMoney/Client/{clientId}/AssetHoldings/{resourceId}:
get:
tags:
- Integrations/eMoney
summary: Gets holding information for a specific product for a specific client from…
operationId: eMoney_GetClientsAssetHoldingsAsync
parameters:
- name: ct
in: header
description: Cancellation token for the request
required: true
- name: clientId
in: path
required: true
schema:
type: string
- name: resourceId
in: path
required: true
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/eMoney/Client/{clientId}/plans/{planId}/goals:
get:
tags:
- Integrations/eMoney
summary: Gets the goals for a specific plan for a client from eMoney
operationId: eMoney_GetClientsPlanGoalAsync
parameters:
- name: ct
in: header
description: Cancellation token for the request
required: true
- name: clientId
in: path
required: true
schema:
type: string
- name: planId
in: path
required: true
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/eMoney/Client/{clientId}/plans/{planId}/projection/goalfunding/{goalId}:
get:
tags:
- Integrations/eMoney
summary: Gets goal funding for a specific clients plan from eMoney
operationId: eMoney_GetClientsPlanGoalFundingAsync
parameters:
- name: ct
in: header
description: Cancellation token for the request
required: true
- name: clientId
in: path
required: true
schema:
type: string
- name: planId
in: path
required: true
schema:
type: string
- name: goalId
in: path
required: true
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/eMoney/Client/NetWorth:
get:
tags:
- Integrations/eMoney
summary: Gets specific client's Networth from eMoney
operationId: eMoney_GetClientsNetWorthAsync
parameters:
- name: ct
in: header
description: Cancellation token for the request
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/eMoney/Client/Plan/Assets:
get:
tags:
- Integrations/eMoney
summary: Gets a specific plan's assets for a client from eMoney
operationId: eMoney_GetClientsPlanAssetsAsync
parameters:
- name: ct
in: header
description: Cancellation token for the request
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/eMoney/GetClients:
get:
tags:
- Integrations/eMoney
operationId: eMoney_GetClientsAsync
parameters:
- name: page
in: query
required: true
schema:
type: integer
format: int32
- name: pageSize
in: query
required: true
schema:
type: integer
format: int32
- 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: E money get clients async
x-summary-source: derived
/v1/Integrations/eMoney/SSO:
get:
tags:
- Integrations/eMoney
operationId: eMoney_SSOAsync
parameters:
- name: ct
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAT.Integrations.eMoney.EmoneyUser'
application/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.eMoney.EmoneyUser'
text/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.eMoney.EmoneyUser'
application/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.eMoney.EmoneyUser'
text/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.eMoney.EmoneyUser'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAT.Integrations.eMoney.EmoneyUser'
security:
- Authorization: []
summary: E money SSO async
x-summary-source: derived
/v1/Integrations/eMoney/SSO/Client/{clientId}:
get:
tags:
- Integrations/eMoney
operationId: eMoney_SsoAsync
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int32
- 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: E money sso async
x-summary-source: derived
/v1/Integrations/eMoney/SSO/ClientPortal/{clientId}:
get:
tags:
- Integrations/eMoney
operationId: eMoney_ClientPortalSSOAsync
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int32
- 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: E money client portal SSO async
x-summary-source: derived
components:
schemas:
OAT.Integrations.eMoney.EmoneyUser:
properties:
access_token:
type: string
token_type:
type: string
expires_in:
type: integer
format: int64
expires_datetime:
type: string
format: date-time
xml:
name: EmoneyUser
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header