Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Parent Categories API

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

GitHub OpenAPI

Operations 5

GET /v1/Portfolio/ParentCategories Gets a list of parent categories that the logged in user has access to #
POST /v1/Portfolio/ParentCategories Parent categories create async #
GET /v1/Portfolio/ParentCategories/{key} Parent categories get by key async #
PUT /v1/Portfolio/ParentCategories/{key} Parent categories update async #
DELETE /v1/Portfolio/ParentCategories/{key} Parent categories delete 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-parentcategories-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-parentcategories-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Parent Categories API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/ParentCategories
paths:
  /v1/Portfolio/ParentCategories:
    get:
      tags:
      - Portfolio/ParentCategories
      summary: Gets a list of parent categories that the logged in user has access to
      operationId: ParentCategories_Get
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
                xml:
                  name: ParentCategoryDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
                xml:
                  name: ParentCategoryDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
                xml:
                  name: ParentCategoryDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
                xml:
                  name: ParentCategoryDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
                xml:
                  name: ParentCategoryDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
                xml:
                  name: ParentCategoryDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
    post:
      tags:
      - Portfolio/ParentCategories
      operationId: ParentCategories_CreateAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: integer
                format: int32
            application/json:
              schema:
                type: integer
                format: int32
            text/json:
              schema:
                type: integer
                format: int32
            application/xml:
              schema:
                type: integer
                format: int32
            text/xml:
              schema:
                type: integer
                format: int32
            multipart/form-data:
              schema:
                type: integer
                format: int32
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
        required: true
      summary: Parent categories create async
      x-summary-source: derived
  /v1/Portfolio/ParentCategories/{key}:
    get:
      tags:
      - Portfolio/ParentCategories
      operationId: ParentCategories_GetByKeyAsync
      parameters:
      - name: key
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
      security:
      - Authorization: []
      summary: Parent categories get by key async
      x-summary-source: derived
    put:
      tags:
      - Portfolio/ParentCategories
      operationId: ParentCategories_UpdateAsync
      parameters:
      - name: key
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: integer
                format: int32
            application/json:
              schema:
                type: integer
                format: int32
            text/json:
              schema:
                type: integer
                format: int32
            application/xml:
              schema:
                type: integer
                format: int32
            text/xml:
              schema:
                type: integer
                format: int32
            multipart/form-data:
              schema:
                type: integer
                format: int32
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ParentCategoryDto'
        required: true
      summary: Parent categories update async
      x-summary-source: derived
    delete:
      tags:
      - Portfolio/ParentCategories
      operationId: ParentCategories_DeleteAsync
      parameters:
      - name: key
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        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: Parent categories delete async
      x-summary-source: derived
components:
  schemas:
    OAS.WebApi.DTO.Portfolio.ParentCategoryDto:
      properties:
        id:
          type: integer
          format: int32
        abbreviation:
          type: string
        name:
          type: string
        sortOrder:
          type: integer
          format: int32
        isEditable:
          type: boolean
        auditedDate:
          type: string
          format: date-time
        auditedByDisplay:
          type: string
      xml:
        name: ParentCategoryDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header