Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Corporate Action Notifications API

The Portfolio/CorporateActionNotifications API from Orion Advisor Solutions — 2 operation(s) for portfolio/corporateactionnotifications.

GitHub OpenAPI

Operations 2

GET /v1/Portfolio/CorporateActionNotifications Corporate actions notifications get list async #
GET /v1/Portfolio/CorporateActionNotifications/{corpActionProcessId}/accounts Corporate actions notifications get accounts 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-portfolio-corporateactionnotifications-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-portfolio-corporateactionnotifications-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Corporate Action Notifications API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/CorporateActionNotifications
paths:
  /v1/Portfolio/CorporateActionNotifications:
    get:
      tags:
      - Portfolio/CorporateActionNotifications
      operationId: CorporateActionsNotifications_GetListAsync
      parameters:
      - name: startDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: cancellationToken
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationDTO'
                xml:
                  name: CorpActionNotificationDTO
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationDTO'
                xml:
                  name: CorpActionNotificationDTO
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationDTO'
                xml:
                  name: CorpActionNotificationDTO
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationDTO'
                xml:
                  name: CorpActionNotificationDTO
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationDTO'
                xml:
                  name: CorpActionNotificationDTO
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationDTO'
                xml:
                  name: CorpActionNotificationDTO
                  wrapped: true
                type: array
      security:
      - Authorization: []
      summary: Corporate actions notifications get list async
      x-summary-source: derived
  /v1/Portfolio/CorporateActionNotifications/{corpActionProcessId}/accounts:
    get:
      tags:
      - Portfolio/CorporateActionNotifications
      operationId: CorporateActionsNotifications_GetAccountsAsync
      parameters:
      - name: corpActionProcessId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationAccountDTO'
                xml:
                  name: CorpActionNotificationAccountDTO
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationAccountDTO'
                xml:
                  name: CorpActionNotificationAccountDTO
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationAccountDTO'
                xml:
                  name: CorpActionNotificationAccountDTO
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationAccountDTO'
                xml:
                  name: CorpActionNotificationAccountDTO
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationAccountDTO'
                xml:
                  name: CorpActionNotificationAccountDTO
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CorpActionNotificationAccountDTO'
                xml:
                  name: CorpActionNotificationAccountDTO
                  wrapped: true
                type: array
      security:
      - Authorization: []
      summary: Corporate actions notifications get accounts async
      x-summary-source: derived
components:
  schemas:
    OAS.WebApi.DTO.Portfolio.CorpActionNotificationAccountDTO:
      properties:
        productID:
          type: integer
          format: int32
        productName:
          type: string
        ticker:
          type: string
        cusip:
          type: string
        productType:
          type: integer
          format: int32
        accountID:
          type: integer
          format: int32
        assetID:
          type: integer
          format: int32
        acctCode:
          type: string
        fundFamilyName:
          type: string
        fundFamilyID:
          type: integer
          format: int32
        custodianName:
          type: string
        preActionUnitBalance:
          type: number
          format: double
        currentUnitBalance:
          type: number
          format: double
        pendingCorpActionShares:
          type: number
          format: double
        corpActionStatus:
          type: string
        assetStatus:
          type: string
        houseHoldID:
          type: integer
          format: int32
        houseHoldName:
          type: string
        registrationID:
          type: integer
          format: int32
        registrationName:
          type: string
        registrationType:
          type: string
        repID:
          type: integer
          format: int32
        repName:
          type: string
        currentValue:
          type: number
          format: double
        currentPrice:
          type: number
          format: double
        processingType:
          type: string
        corpActionID:
          type: integer
          format: int32
        corpActionProcessingID:
          type: integer
          format: int32
      xml:
        name: CorpActionNotificationAccountDTO
      type: object
    OAS.WebApi.DTO.Portfolio.CorpActionNotificationDTO:
      properties:
        beginningOfDay:
          type: boolean
        costBasisFactor:
          type: number
          format: double
        corporateActionId:
          type: integer
          format: int32
        corporateActionProcessingId:
          type: integer
          format: int32
        corporateActionStatus:
          type: string
        corporateActionStatusId:
          type: integer
          format: int32
        corporateActionStatusDescription:
          type: string
        effectiveDate:
          type: string
          format: date-time
        expectedClose:
          type: string
          format: date-time
        moreInfoURL:
          type: string
        numberOfAccountHeld:
          type: integer
          format: int32
        price:
          type: number
          format: double
        processingType:
          type: string
        productId:
          type: integer
          format: int32
        productName:
          type: string
        ticker:
          type: string
        roundingType:
          type: string
      xml:
        name: CorpActionNotificationDTO
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header