Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Security Classification API

The Portfolio/SecurityClassification API from Orion Advisor Solutions — 64 operation(s) for portfolio/securityclassification.

GitHub OpenAPI

Operations 97

POST /v1/Portfolio/SecurityClassification/Global/Assignments Retrieves global security class assignment records #
POST /v1/Portfolio/SecurityClassification/Global/Assignments/{globalMethodId} Retrieves global security class assignment records by download symbol for a… #
GET /v1/Portfolio/SecurityClassification/Global/Derivations Gets a list of Global Security Class Derivations. #
POST /v1/Portfolio/SecurityClassification/Global/Derivations Creates a Global Security Class Derivation #
GET /v1/Portfolio/SecurityClassification/Global/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId} Gets a single Global Security Class Derivation #
DELETE /v1/Portfolio/SecurityClassification/Global/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId} Delete a Global Security Class Derivation #
GET /v1/Portfolio/SecurityClassification/Global/MethodAlClients Gets a list of Security classification method AlClients global records. #
POST /v1/Portfolio/SecurityClassification/Global/MethodAlClients Creates a new Security classification method alclient global #
GET /v1/Portfolio/SecurityClassification/Global/MethodAlClients/{alClientId}/{methodGlobalId} Gets a Security classification method AlClients global record. #
DELETE /v1/Portfolio/SecurityClassification/Global/MethodAlClients/{alClientId}/{methodGlobalId} Deletes a Security classification method global by ID #
PUT /v1/Portfolio/SecurityClassification/Global/MethodAlClients/{methodGlobalId} Adds/Updates/Deletes AlClient access for a Security Classification Method #
GET /v1/Portfolio/SecurityClassification/Global/MethodRuleDataset Returns the method rule data sets for global security classification rule… #
GET /v1/Portfolio/SecurityClassification/Global/Methods Gets a list of Security classification method global data. #
POST /v1/Portfolio/SecurityClassification/Global/Methods Creates a new Security classification method global #
GET /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules Get a list of Security Classification Method Rules by Method ID #
PUT /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules Bulk add/edit/deletes Security Classification Method Rules record by… #
POST /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules Create a Security Classification Method Rules record by Classification Method ID #
GET /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/{runOrder} Get a Security Classification Method Rules record by run order id #
PUT /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/{runOrder} Updates a Security Classification Method Rules record by Classification Method… #
DELETE /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/{runOrder} Deletes a Security Classification Method Rules record by Classification Method… #
POST /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/Preview/{impactedProducts} Methods global preview method rules async #
GET /v1/Portfolio/SecurityClassification/Global/Methods/{key} Gets Security classification method global for a single record by key #
PUT /v1/Portfolio/SecurityClassification/Global/Methods/{key} Updates a new Security classification method global #
DELETE /v1/Portfolio/SecurityClassification/Global/Methods/{key} Deletes a Security classification method global by ID #
POST /v1/Portfolio/SecurityClassification/Global/Methods/Actions/GlobalRecalculation/{key} Methods global global recalculation #
GET /v1/Portfolio/SecurityClassification/Global/Methods/ListForLocal Gets a list of Security classification method global data for local use. #
GET /v1/Portfolio/SecurityClassification/Global/Methods/Simple Gets a list of Security classification method global simple data #
GET /v1/Portfolio/SecurityClassification/Global/Methods/Verbose/{key} Methods global get verbose by key async #
PUT /v1/Portfolio/SecurityClassification/Global/Methods/Verbose/{key} Updates a verbose Security classification method global #
GET /v1/Portfolio/SecurityClassification/Global/Products Retrieves all Security Classification Product Globals based on the provided… #
PUT /v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId} Updates or inserts Security Classification Product Globals #
DELETE /v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId} Deletes all weightings for a specific Classification Method #
GET /v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/{productId} Retrieves the weightings for a specific Classification Method and Product #
PUT /v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/{productId} Updates or inserts Security Classification Product Globals #
DELETE /v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/{productId} Deletes all weightings for a specific Classification Method and Product #
GET /v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/AssignedCount Gets the count of assigned products for a classification method #
POST /v1/Portfolio/SecurityClassification/Global/Products/Import/Filter/{classificationMethodId} Allows uploading a list of products to be custom filtered by product ID or… #
POST /v1/Portfolio/SecurityClassification/Global/Products/Import/Upload/{classificationMethodId} Allows uploading a list of products to be assigned to a classification method #
GET /v1/Portfolio/SecurityClassification/Global/Products/View/{view}/Session Gets an entity session ID for views that require server-side product list… #
GET /v1/Portfolio/SecurityClassification/Global/SecurityClasses Gets a list of Security classification Security Class Data. #
GET /v1/Portfolio/SecurityClassification/Global/SecurityClasses/{key} Gets a Security classification Security Class by ID #
DELETE /v1/Portfolio/SecurityClassification/Global/SecurityClasses/{key} Deletes a GLobal Security Class by ID #
GET /v1/Portfolio/SecurityClassification/Global/SecurityClasses/{key}/AssociatedRecordCounts Get's a summary of associated record counts for a GLobal Security Class by ID #
PUT /v1/Portfolio/SecurityClassification/Global/SecurityClasses/DeleteMany Security classes global delete many async #
GET /v1/Portfolio/SecurityClassification/Global/SecurityClasses/Simple Gets a list of Security classification Security Class simple entityu data #
POST /v1/Portfolio/SecurityClassification/Global/SecurityClasses/Upsert Upsert Create/Edits a list of Global Security Class records #
POST /v1/Portfolio/SecurityClassification/Local/Assignments Retrieves security class assignment records #
GET /v1/Portfolio/SecurityClassification/Local/Derivations Gets a list of Local Security Class Derivations. #
POST /v1/Portfolio/SecurityClassification/Local/Derivations Creates a Local Security Class Derivation #
GET /v1/Portfolio/SecurityClassification/Local/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId} Gets a single Local Security Class Derivation #
DELETE /v1/Portfolio/SecurityClassification/Local/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId} Delete a Local Security Class Derivation #
GET /v1/Portfolio/SecurityClassification/Local/MethodRuleDataset Returns the method rule data sets for security classification rule configuration #
GET /v1/Portfolio/SecurityClassification/Local/Methods Gets a list of Security classification method local data. #
POST /v1/Portfolio/SecurityClassification/Local/Methods Creates a new Security classification method Local #
GET /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules Get a list of Security Classification Method Rules by Method ID #
PUT /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules Bulk add/edit/deletes Security Classification Method Rules record by… #
POST /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules Create a Security Classification Method Rules record by Classification Method ID #
GET /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/{runOrder} Get a Security Classification Method Rules record by run order id #
PUT /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/{runOrder} Updates a Security Classification Method Rules record by Classification Method… #
DELETE /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/{runOrder} Deletes a Security Classification Method Rules record by Classification Method… #
POST /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/Preview/{impactedProducts} Methods local preview method rules async #
GET /v1/Portfolio/SecurityClassification/Local/Methods/{key} Gets Security classification method Local for a single record by key #
PUT /v1/Portfolio/SecurityClassification/Local/Methods/{key} Updates a new Security classification method Local #
DELETE /v1/Portfolio/SecurityClassification/Local/Methods/{key} Deletes a new Security classification method Local #
GET /v1/Portfolio/SecurityClassification/Local/Methods/{key}/AssociatedRecordCounts Get's a summary of associated record counts for a Local Security Classification… #
POST /v1/Portfolio/SecurityClassification/Local/Methods/Actions/Recalculation/{key} Recalculates classification methods on demand #
POST /v1/Portfolio/SecurityClassification/Local/Methods/MigrateSecurityClassification Triggers security classification migration jobs for the specified codes #
GET /v1/Portfolio/SecurityClassification/Local/Methods/MigrateSecurityClassificationValidation Methods local migrate security classification validation async #
GET /v1/Portfolio/SecurityClassification/Local/Methods/MigrationStatus Returns the list of available security classification migrations and their… #
POST /v1/Portfolio/SecurityClassification/Local/Methods/MigrationStatus/{code}/Reset Resets a migration status back to NotStarted #
GET /v1/Portfolio/SecurityClassification/Local/Methods/ReportGrouping Methods local get report grouping async #
GET /v1/Portfolio/SecurityClassification/Local/Methods/Simple Gets a list of Security classification method local simple data #
GET /v1/Portfolio/SecurityClassification/Local/Methods/Verbose/{key} Methods local get verbose by key async #
PUT /v1/Portfolio/SecurityClassification/Local/Methods/Verbose/{key} Updates a verbose Security classification method local #
GET /v1/Portfolio/SecurityClassification/Local/ProductOverrides Retrieves all Security Classification Product Override Locals based on the… #
PUT /v1/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId} Updates or inserts Security Classification Product Override Locals for a… #
PUT /v1/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId}/{entityEnum}/{entityId} Updates or inserts Security Classification Product Override Locals for a… #
DELETE /v1/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId}/{entityEnum}/{entityId} Deletes all weightings for a specific Classification Method, Entity #
GET /v1/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId}/{entityEnum}/{entityId}/{productId} Retrieves the weightings for a specific Classification Method, Entity, and… #
PUT /v1/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId}/{entityEnum}/{entityId}/{productId} Updates or inserts Security Classification Product Override Locals for a… #
DELETE /v1/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId}/{entityEnum}/{entityId}/{productId} Deletes all weightings for a specific Classification Method, Entity, and Product #
POST /v1/Portfolio/SecurityClassification/Local/ProductOverrides/Import/Upload/{classificationMethodId}/{entityEnum}/{entityId} Allows uploading a list of products to be assigned to a classification method… #
GET /v1/Portfolio/SecurityClassification/Local/Products Retrieves all Security Classification Product Locals based on the provided… #
PUT /v1/Portfolio/SecurityClassification/Local/Products/{classificationMethodId} Updates or inserts Security Classification Product Locals #
DELETE /v1/Portfolio/SecurityClassification/Local/Products/{classificationMethodId} Deletes all weightings for a specific Classification Method #
GET /v1/Portfolio/SecurityClassification/Local/Products/{classificationMethodId}/{productId} Retrieves the weightings for a specific Classification Method and Product #
PUT /v1/Portfolio/SecurityClassification/Local/Products/{classificationMethodId}/{productId} Updates or inserts Security Classification Product Locals #
DELETE /v1/Portfolio/SecurityClassification/Local/Products/{classificationMethodId}/{productId} Deletes all weightings for a specific Classification Method and Product #
POST /v1/Portfolio/SecurityClassification/Local/Products/Import/Filter/{classificationMethodId} Allows uploading a list of products to be custom filtered by product ID or… #
GET /v1/Portfolio/SecurityClassification/Local/SecurityClasses Gets a list of Security classification Security Class Data. #
GET /v1/Portfolio/SecurityClassification/Local/SecurityClasses/{key} Gets a Security classification Security Class by ID #
DELETE /v1/Portfolio/SecurityClassification/Local/SecurityClasses/{key} Deletes a Security Class by ID #
GET /v1/Portfolio/SecurityClassification/Local/SecurityClasses/{key}/AssociatedRecordCounts Get's a summary of associated record counts for a Security Class by ID #
PUT /v1/Portfolio/SecurityClassification/Local/SecurityClasses/Action/EstablishColors Upsert the Colors for all Security Class records #
PUT /v1/Portfolio/SecurityClassification/Local/SecurityClasses/DeleteMany Security classes local delete many async #
GET /v1/Portfolio/SecurityClassification/Local/SecurityClasses/Simple Gets a list of Security classification Security Class simple entity data #
POST /v1/Portfolio/SecurityClassification/Local/SecurityClasses/Upsert Upsert Create/Edits a list of Security Class records #

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-securityclassification-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-securityclassification-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Security Classification API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-securityclassification-api-openapi.yml