Orion Advisor Solutions Public/Databases API
The Public/Databases API from Orion Advisor Solutions — 7 operation(s) for public/databases.
The Public/Databases API from Orion Advisor Solutions — 7 operation(s) for public/databases.
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openapi: 3.2.0
info:
version: V1
title: Orion Connect Public/Databases API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Public/Databases
paths:
/v1/Public/Databases/{dbKey}/AdvisorImage:
get:
tags:
- Public/Databases
summary: Gets the advisor headshot image for the database with the provided guid
operationId: Public_GetAdvisorImage
parameters:
- name: dbKey
in: path
required: true
schema:
type: string
format: uuid
- name: entity
in: query
description: Optional. If provided, the Entity and EntityId are used to lookup the logo for that entity (ex. Rep Logo)
required: false
schema:
type: string
enum:
- Undefined
- Payee
- BrokerDealer
- Wholesaler
- Representative
- Client
- Registration
- Account
- Asset
- Product
- Transaction
- Distribution
- FundFamily
- Personal
- PayoutSchedule
- FeeSchedule
- Platform
- RIA
- Custodian
- Journal
- SWP
- Other
- NASD
- CashFunding
- Bill
- BillInstance
- BillMasterPayout
- Model
- NewAccountClient
- NewAccountReg
- DownloadExclusion
- Price
- UserDefinedFields
- NewAcctUserDef
- ManagersMessage
- IndexEntry
- PerformanceFee
- PerformancePayout
- NewAccountAsset
- Owner
- Administrator
- OutsideClient
- SubAdvisor
- ModelRange
- FaxCover
- Fax
- OneTimeDistribution
- WebLogin
- Plan401k
- BillAccountItem
- ThirdPartyAdministrator
- CrmContact
- Participant
- PlanSponsor
- CRMEmailList
- ThirdParty
- WorkflowItem
- WorkflowAction
- ServiceAccount
- EntityOption
- HouseholdMember
- DownloadSymbol
- IndexBlend
- NABenefit
- AggregateModel
- CompositeRange
- RepAccountManager
- ScriptsScrubs
- ServiceAccountBrokerDealer
- BusinessLine
- Blob
- AssetClass
- ServiceAccountLite
- NewAcctUserDefDtl
- Branch
- AssetLevelStrategy
- Report
- DataQueries
- PriceUnUsed
- ModelItem
- AssetCategory
- RiskCategory
- PlatformRange
- Dividend
- RegistrationType
- CustodianCommon
- RepState
- QpeDashboard
- ReportBatch
- ModelGroup
- ShareClass
- DownloadFile
- User
- DynamicGrouping
- ProductType
- ProductSubType
- InvestmentObjective
- PortfolioGroup
- OrionRealizedLot
- OrionUnrealizedLot
- CustodianRealizedLot
- CustodianUnrealizedLot
- AssetCategoryParent
- TaxType
- AuditRequest
- AuditRequestLetter
- ManagedUnmanaged
- AuditRowAttachment
- InformPolicy
- InformAnswerAttachment
- UserDetail
- BillPayMethod
- ModelInclusion
- CommunityModel
- EclipseModel
- Global
- ClientCategory
- Taxability
- Qualified
- TaxID
- BondState
- ProductTaxability
- TargetAllocation
- RIATable
- ProductRegion
- ProductPropertyType
- ProductManagerAip
- MoodyRating
- SPRating
- BondMaturityYear
- InterestRate
- RegistrationTaxType
- MaturityPeriod
- NewHousehold
- BillPayoutDashboardPayment
- OptionLevel
- MarginAgreement
- PrimeBrokerage
- InformHistoricalDocument
- SleeveStrategyAggregate
- MorningstarSector
- BillEntity
- SleeveStrategy
- MorningstarGeography
- GenericProspect
- BillEntityType
- AdditionalRep
- BillPayoutReport
- ProductSubHolding
- DownloadSource
- ModelVsActual
- ProductVintageYear
- EclipsePortfolio
- Country
- Currency
- SecurityClassification1
- SecurityClassification2
- SecurityClassification3
- SecurityClassification4
- SecurityClassification5
- SecurityClassification6
- SecurityClassification7
- SecurityClassification8
- SecurityClassification9
- SecurityClassification10
- SecurityClassification11
- SecurityClassification12
- SecurityClassification13
- SecurityClassification14
- SecurityClassification15
- SecurityClassification16
- SecurityClassification17
- SecurityClassification18
- SecurityClassification19
- SecurityClassification20
- SecurityClassification21
- SecurityClassification22
- SecurityClassification23
- SecurityClassification24
- SecurityClassification25
- DownloadRecord
- CustomGrouping
- Cotenant
- AllocatedUnrealizedCostBasis
- AllocatedRealizedCostBasis
- name: entityId
in: query
description: Optional. If provided, the Entity and EntityId are used to lookup the logo for that entity (ex. Rep Logo)
required: false
schema:
type: integer
format: int32
- name: scaleMaxHeight
in: query
required: false
schema:
type: integer
format: int32
- name: scaleMaxWidth
in: query
required: false
schema:
type: integer
format: int32
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/Public/Databases/{dbKey}/CustomColorsCss:
get:
tags:
- Public/Databases
summary: Public get custom entity colors async
operationId: Public_GetCustomEntityColorsAsync
parameters:
- name: dbKey
in: path
required: true
schema:
type: string
format: uuid
- name: sessionId
in: query
required: false
schema:
type: string
format: uuid
- name: minify
in: query
required: false
schema:
type: boolean
default: 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: []
x-summary-source: derived
/v1/Public/Databases/{dbKey}/Deliver/{sessionId}/Images/{imageId}:
get:
tags:
- Public/Databases
operationId: Public_GetDeliverS3ImageAsync
parameters:
- name: cancellationToken
in: header
required: true
- name: dbKey
in: path
required: true
schema:
type: string
format: uuid
- name: sessionId
in: path
required: true
schema:
type: string
format: uuid
- name: imageId
in: path
required: true
schema:
type: integer
format: int32
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: Public get deliver S3 image async
x-summary-source: derived
/v1/Public/Databases/{dbKey}/ReportImage:
get:
tags:
- Public/Databases
summary: Public get V1 public databases by db key report image
operationId: Public_GetV1PublicDatabasesByDbKeyReportImage
parameters:
- name: dbKey
in: path
required: true
schema:
type: string
format: uuid
- name: entity
in: query
required: false
schema:
type: string
enum:
- Undefined
- Payee
- BrokerDealer
- Wholesaler
- Representative
- Client
- Registration
- Account
- Asset
- Product
- Transaction
- Distribution
- FundFamily
- Personal
- PayoutSchedule
- FeeSchedule
- Platform
- RIA
- Custodian
- Journal
- SWP
- Other
- NASD
- CashFunding
- Bill
- BillInstance
- BillMasterPayout
- Model
- NewAccountClient
- NewAccountReg
- DownloadExclusion
- Price
- UserDefinedFields
- NewAcctUserDef
- ManagersMessage
- IndexEntry
- PerformanceFee
- PerformancePayout
- NewAccountAsset
- Owner
- Administrator
- OutsideClient
- SubAdvisor
- ModelRange
- FaxCover
- Fax
- OneTimeDistribution
- WebLogin
- Plan401k
- BillAccountItem
- ThirdPartyAdministrator
- CrmContact
- Participant
- PlanSponsor
- CRMEmailList
- ThirdParty
- WorkflowItem
- WorkflowAction
- ServiceAccount
- EntityOption
- HouseholdMember
- DownloadSymbol
- IndexBlend
- NABenefit
- AggregateModel
- CompositeRange
- RepAccountManager
- ScriptsScrubs
- ServiceAccountBrokerDealer
- BusinessLine
- Blob
- AssetClass
- ServiceAccountLite
- NewAcctUserDefDtl
- Branch
- AssetLevelStrategy
- Report
- DataQueries
- PriceUnUsed
- ModelItem
- AssetCategory
- RiskCategory
- PlatformRange
- Dividend
- RegistrationType
- CustodianCommon
- RepState
- QpeDashboard
- ReportBatch
- ModelGroup
- ShareClass
- DownloadFile
- User
- DynamicGrouping
- ProductType
- ProductSubType
- InvestmentObjective
- PortfolioGroup
- OrionRealizedLot
- OrionUnrealizedLot
- CustodianRealizedLot
- CustodianUnrealizedLot
- AssetCategoryParent
- TaxType
- AuditRequest
- AuditRequestLetter
- ManagedUnmanaged
- AuditRowAttachment
- InformPolicy
- InformAnswerAttachment
- UserDetail
- BillPayMethod
- ModelInclusion
- CommunityModel
- EclipseModel
- Global
- ClientCategory
- Taxability
- Qualified
- TaxID
- BondState
- ProductTaxability
- TargetAllocation
- RIATable
- ProductRegion
- ProductPropertyType
- ProductManagerAip
- MoodyRating
- SPRating
- BondMaturityYear
- InterestRate
- RegistrationTaxType
- MaturityPeriod
- NewHousehold
- BillPayoutDashboardPayment
- OptionLevel
- MarginAgreement
- PrimeBrokerage
- InformHistoricalDocument
- SleeveStrategyAggregate
- MorningstarSector
- BillEntity
- SleeveStrategy
- MorningstarGeography
- GenericProspect
- BillEntityType
- AdditionalRep
- BillPayoutReport
- ProductSubHolding
- DownloadSource
- ModelVsActual
- ProductVintageYear
- EclipsePortfolio
- Country
- Currency
- SecurityClassification1
- SecurityClassification2
- SecurityClassification3
- SecurityClassification4
- SecurityClassification5
- SecurityClassification6
- SecurityClassification7
- SecurityClassification8
- SecurityClassification9
- SecurityClassification10
- SecurityClassification11
- SecurityClassification12
- SecurityClassification13
- SecurityClassification14
- SecurityClassification15
- SecurityClassification16
- SecurityClassification17
- SecurityClassification18
- SecurityClassification19
- SecurityClassification20
- SecurityClassification21
- SecurityClassification22
- SecurityClassification23
- SecurityClassification24
- SecurityClassification25
- DownloadRecord
- CustomGrouping
- Cotenant
- AllocatedUnrealizedCostBasis
- AllocatedRealizedCostBasis
- name: entityId
in: query
required: false
schema:
type: integer
format: int32
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: []
x-summary-source: derived
/v1/Public/Databases/{key}:
get:
tags:
- Public/Databases
summary: Gets the public information for the database with the provided guid
operationId: Public_Get
parameters:
- name: key
in: path
required: true
schema:
type: string
format: uuid
- name: entity
in: query
description: Optional. If provided, the Entity and EntityId are used to lookup the logo for that entity (ex. Rep Logo)
required: false
schema:
type: string
enum:
- Undefined
- Payee
- BrokerDealer
- Wholesaler
- Representative
- Client
- Registration
- Account
- Asset
- Product
- Transaction
- Distribution
- FundFamily
- Personal
- PayoutSchedule
- FeeSchedule
- Platform
- RIA
- Custodian
- Journal
- SWP
- Other
- NASD
- CashFunding
- Bill
- BillInstance
- BillMasterPayout
- Model
- NewAccountClient
- NewAccountReg
- DownloadExclusion
- Price
- UserDefinedFields
- NewAcctUserDef
- ManagersMessage
- IndexEntry
- PerformanceFee
- PerformancePayout
- NewAccountAsset
- Owner
- Administrator
- OutsideClient
- SubAdvisor
- ModelRange
- FaxCover
- Fax
- OneTimeDistribution
- WebLogin
- Plan401k
- BillAccountItem
- ThirdPartyAdministrator
- CrmContact
- Participant
- PlanSponsor
- CRMEmailList
- ThirdParty
- WorkflowItem
- WorkflowAction
- ServiceAccount
- EntityOption
- HouseholdMember
- DownloadSymbol
- IndexBlend
- NABenefit
- AggregateModel
- CompositeRange
- RepAccountManager
- ScriptsScrubs
- ServiceAccountBrokerDealer
- BusinessLine
- Blob
- AssetClass
- ServiceAccountLite
- NewAcctUserDefDtl
- Branch
- AssetLevelStrategy
- Report
- DataQueries
- PriceUnUsed
- ModelItem
- AssetCategory
- RiskCategory
- PlatformRange
- Dividend
- RegistrationType
- CustodianCommon
- RepState
- QpeDashboard
- ReportBatch
- ModelGroup
- ShareClass
- DownloadFile
- User
- DynamicGrouping
- ProductType
- ProductSubType
- InvestmentObjective
- PortfolioGroup
- OrionRealizedLot
- OrionUnrealizedLot
- CustodianRealizedLot
- CustodianUnrealizedLot
- AssetCategoryParent
- TaxType
- AuditRequest
- AuditRequestLetter
- ManagedUnmanaged
- AuditRowAttachment
- InformPolicy
- InformAnswerAttachment
- UserDetail
- BillPayMethod
- ModelInclusion
- CommunityModel
- EclipseModel
- Global
- ClientCategory
- Taxability
- Qualified
- TaxID
- BondState
- ProductTaxability
- TargetAllocation
- RIATable
- ProductRegion
- ProductPropertyType
- ProductManagerAip
- MoodyRating
- SPRating
- BondMaturityYear
- InterestRate
- RegistrationTaxType
- MaturityPeriod
- NewHousehold
- BillPayoutDashboardPayment
- OptionLevel
- MarginAgreement
- PrimeBrokerage
- InformHistoricalDocument
- SleeveStrategyAggregate
- MorningstarSector
- BillEntity
- SleeveStrategy
- MorningstarGeography
- GenericProspect
- BillEntityType
- AdditionalRep
- BillPayoutReport
- ProductSubHolding
- DownloadSource
- ModelVsActual
- ProductVintageYear
- EclipsePortfolio
- Country
- Currency
- SecurityClassification1
- SecurityClassification2
- SecurityClassification3
- SecurityClassification4
- SecurityClassification5
- SecurityClassification6
- SecurityClassification7
- SecurityClassification8
- SecurityClassification9
- SecurityClassification10
- SecurityClassification11
- SecurityClassification12
- SecurityClassification13
- SecurityClassification14
- SecurityClassification15
- SecurityClassification16
- SecurityClassification17
- SecurityClassification18
- SecurityClassification19
- SecurityClassification20
- SecurityClassification21
- SecurityClassification22
- SecurityClassification23
- SecurityClassification24
- SecurityClassification25
- DownloadRecord
- CustomGrouping
- Cotenant
- AllocatedUnrealizedCostBasis
- AllocatedRealizedCostBasis
- name: entityId
in: query
description: Optional. If provided, the Entity and EntityId are used to lookup the logo for that entity (ex. Rep Logo)
required: false
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.DataModel.Authentication.DatabaseInfo'
application/json:
schema:
$ref: '#/components/schemas/OAS.DataModel.Authentication.DatabaseInfo'
text/json:
schema:
$ref: '#/components/schemas/OAS.DataModel.Authentication.DatabaseInfo'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.DataModel.Authentication.DatabaseInfo'
security:
- Authorization: []
/v1/Public/Databases/{key}/Image:
get:
tags:
- Public/Databases
summary: Gets the logo image for the database with the provided guid
operationId: Public_GetImage
parameters:
- name: key
in: path
required: true
schema:
type: string
format: uuid
- name: entity
in: query
description: Optional. If provided, the Entity and EntityId are used to lookup the logo for that entity (ex. Rep Logo)
required: false
schema:
type: string
enum:
- Undefined
- Payee
- BrokerDealer
- Wholesaler
- Representative
- Client
- Registration
- Account
- Asset
- Product
- Transaction
- Distribution
- FundFamily
- Personal
- PayoutSchedule
- FeeSchedule
- Platform
- RIA
- Custodian
- Journal
- SWP
- Other
- NASD
- CashFunding
- Bill
- BillInstance
- BillMasterPayout
- Model
- NewAccountClient
- NewAccountReg
- DownloadExclusion
- Price
- UserDefinedFields
- NewAcctUserDef
- ManagersMessage
- IndexEntry
- PerformanceFee
- PerformancePayout
- NewAccountAsset
- Owner
- Administrator
- OutsideClient
- SubAdvisor
- ModelRange
- FaxCover
- Fax
- OneTimeDistribution
- WebLogin
- Plan401k
- BillAccountItem
- ThirdPartyAdministrator
- CrmContact
- Participant
- PlanSponsor
- CRMEmailList
- ThirdParty
- WorkflowItem
- WorkflowAction
- ServiceAccount
- EntityOption
- HouseholdMember
- DownloadSymbol
- IndexBlend
- NABenefit
- AggregateModel
- CompositeRange
- RepAccountManager
- ScriptsScrubs
- ServiceAccountBrokerDealer
- BusinessLine
- Blob
- AssetClass
- ServiceAccountLite
- NewAcctUserDefDtl
- Branch
- AssetLevelStrategy
- Report
- DataQueries
- PriceUnUsed
- ModelItem
- AssetCategory
- RiskCategory
- PlatformRange
- Dividend
- RegistrationType
- CustodianCommon
- RepState
- QpeDashboard
- ReportBatch
- ModelGroup
- ShareClass
- DownloadFile
- User
- DynamicGrouping
- ProductType
- ProductSubType
- InvestmentObjective
- PortfolioGroup
- OrionRealizedLot
- OrionUnrealizedLot
- CustodianRealizedLot
- CustodianUnrealizedLot
- AssetCategoryParent
- TaxType
- AuditRequest
- AuditRequestLetter
- ManagedUnmanaged
- AuditRowAttachment
- InformPolicy
- InformAnswerAttachment
- UserDetail
- BillPayMethod
- ModelInclusion
- CommunityModel
- EclipseModel
- Global
- ClientCategory
- Taxability
- Qualified
- TaxID
- BondState
- ProductTaxability
- TargetAllocation
- RIATable
- ProductRegion
- ProductPropertyType
- ProductManagerAip
- MoodyRating
- SPRating
- BondMaturityYear
- InterestRate
- RegistrationTaxType
- MaturityPeriod
- NewHousehold
- BillPayoutDashboardPayment
- OptionLevel
- MarginAgreement
- PrimeBrokerage
- InformHistoricalDocument
- SleeveStrategyAggregate
- MorningstarSector
- BillEntity
- SleeveStrategy
- MorningstarGeography
- GenericProspect
- BillEntityType
- AdditionalRep
- BillPayoutReport
- ProductSubHolding
- DownloadSource
- ModelVsActual
- ProductVintageYear
- EclipsePortfolio
- Country
- Currency
- SecurityClassification1
- SecurityClassification2
- SecurityClassification3
- SecurityClassification4
- SecurityClassification5
- SecurityClassification6
- SecurityClassification7
- SecurityClassification8
- SecurityClassification9
- SecurityClassification10
- SecurityClassification11
- SecurityClassification12
- SecurityClassification13
- SecurityClassification14
- SecurityClassification15
- SecurityClassification16
- SecurityClassification17
- SecurityClassification18
- SecurityClassification19
- SecurityClassification20
- SecurityClassification21
- SecurityClassification22
- SecurityClassification23
- SecurityClassification24
- SecurityClassification25
- DownloadRecord
- CustomGrouping
- Cotenant
- AllocatedUnrealizedCostBasis
- AllocatedRealizedCostBasis
- name: entityId
in: query
description: Optional. If provided, the Entity and EntityId are used to lookup the logo for that entity (ex. Rep Logo)
required: false
schema:
type: integer
format: int32
- name: scaleMaxHeight
in: query
required: false
schema:
type: integer
format: int32
- name: scaleMaxWidth
in: query
required: false
schema:
type: integer
format: int32
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/Public/Databases/{key}/Simple:
get:
tags:
- Public/Databases
summary: Gets the name for the database with the provided guid
operationId: Public_GetSimpleAsync
parameters:
- name: key
in: path
required: true
schema:
type: string
format: uuid
- name: cancellationToken
in: header
required: false
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
application/json:
schema:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
text/json:
schema:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
application/xml:
schema:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
text/xml:
schema:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
security:
- Authorization: []
components:
schemas:
OAS.DataModel.SimpleEntity:
properties:
id:
type: integer
format: int32
name:
type: string
xml:
name: SimpleEntity
type: object
OAS.DataModel.Authentication.DatabaseInfo:
properties:
clientName:
type: string
image:
type: string
webOptions:
additionalProperties:
type: string
type: object
createLoginOptions:
$ref: '#/components/schemas/OAS.DataModel.Authentication.CreateLoginOptions'
xml:
name: DatabaseInfo
type: object
OAS.DataModel.Authentication.CreateLoginOptions:
properties:
client:
type: string
enum:
- None
- SSNAndAcctNo
- SSNAndDOB
representative:
type: string
enum:
- None
- SSNAndRepNo
xml:
name: CreateLoginOptions
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header