Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Portfolio Group Automation API

The Portfolio/PortfolioGroupAutomation API from Orion Advisor Solutions — 3 operation(s) for portfolio/portfoliogroupautomation.

Documentation GitHub OpenAPI

Operations 4

GET /v1/Portfolio/PortfolioGroupAutomation Get the Portfolio Group Automation Configuration for the current identity #

POST /v1/Portfolio/PortfolioGroupAutomation Create or update the Portfolio Group Automation Configuration for the current… #

POST /v1/Portfolio/PortfolioGroupAutomation/Run Run the Portfolio Group Assignment Automation Job for the current identity… #

POST /v1/Portfolio/PortfolioGroupAutomation/Run/Household/{householdId} Run the Portfolio Group Assignment Automation Job single household #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Portfolio Group Automation API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/PortfolioGroupAutomation
paths:
  /v1/Portfolio/PortfolioGroupAutomation:
    get:
      tags:
      - Portfolio/PortfolioGroupAutomation
      summary: Get the Portfolio Group Automation Configuration for the current identity
      operationId: PortfolioGroupAutomation_GetPortfolioAutomationConfigAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.IPortfolioGroupAssignmentAutomationOptions'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.IPortfolioGroupAssignmentAutomationOptions'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.IPortfolioGroupAssignmentAutomationOptions'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.IPortfolioGroupAssignmentAutomationOptions'
      security:
      - Authorization: []
    post:
      tags:
      - Portfolio/PortfolioGroupAutomation
      summary: Create or update the Portfolio Group Automation Configuration for the current…
      operationId: PortfolioGroupAutomation_UpdatePortfolioAutomationConfigAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      - name: runJob
        in: query
        description: Set to true to run the Portfolio Group Assignment Automation Job after the update
        required: false
        schema:
          type: boolean
          default: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: string
            application/json:
              schema:
                type: string
            text/json:
              schema:
                type: string
            application/xml:
              schema:
                type: string
            text/xml:
              schema:
                type: string
            multipart/form-data:
              schema:
                type: string
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.PortfolioGroupAssignmentAutomationOptions'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.PortfolioGroupAssignmentAutomationOptions'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.PortfolioGroupAssignmentAutomationOptions'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.PortfolioGroupAssignmentAutomationOptions'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.FirmJobs.PortfolioGroupAssignmentAutomationOptions'
        description: The config to create or update
        required: true
  /v1/Portfolio/PortfolioGroupAutomation/Run:
    post:
      tags:
      - Portfolio/PortfolioGroupAutomation
      summary: Run the Portfolio Group Assignment Automation Job for the current identity…
      operationId: PortfolioGroupAutomation_RunPortfolioGroupAutomationProcess
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: string
            application/json:
              schema:
                type: string
            text/json:
              schema:
                type: string
            application/xml:
              schema:
                type: string
            text/xml:
              schema:
                type: string
            multipart/form-data:
              schema:
                type: string
      security:
      - Authorization: []
  /v1/Portfolio/PortfolioGroupAutomation/Run/Household/{householdId}:
    post:
      tags:
      - Portfolio/PortfolioGroupAutomation
      summary: Run the Portfolio Group Assignment Automation Job single household
      operationId: PortfolioGroupAutomation_RunPortfolioGroupAutomationProcessForHouseholdAsync
      parameters:
      - name: householdId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: string
            application/json:
              schema:
                type: string
            text/json:
              schema:
                type: string
            application/xml:
              schema:
                type: string
            text/xml:
              schema:
                type: string
            multipart/form-data:
              schema:
                type: string
      security:
      - Authorization: []
components:
  schemas:
    OAS.DataProcess.Reporting.FirmJobs.IPortfolioGroupAssignmentAutomationOptions:
      properties:
        businessLineIds:
          items:
            type: integer
            format: int32
          readOnly: true
          type: array
        createPortfolioGroupOnNonMatch:
          readOnly: true
          type: boolean
        excludeByAccountNumberContains:
          items:
            type: string
          readOnly: true
          type: array
        matchByAccountName:
          readOnly: true
          type: boolean
        matchByAccountNumberPrefix:
          additionalProperties:
            type: string
          readOnly: true
          type: object
        overwriteExistingPortfolioGroup:
          readOnly: true
          type: boolean
      xml:
        name: IPortfolioGroupAssignmentAutomationOptions
      type: object
    OAS.DataProcess.Reporting.FirmJobs.PortfolioGroupAssignmentAutomationOptions:
      properties:
        businessLineIds:
          items:
            type: integer
            format: int32
          type: array
        matchByAccountNumberPrefix:
          additionalProperties:
            type: string
          type: object
        matchByAccountName:
          type: boolean
        createPortfolioGroupOnNonMatch:
          type: boolean
        overwriteExistingPortfolioGroup:
          type: boolean
        excludeByAccountNumberContains:
          items:
            type: string
          type: array
      xml:
        name: PortfolioGroupAssignmentAutomationOptions
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header