Orion Advisor Solutions

Orion Advisor Solutions Reporting/Billing API

The Reporting/Billing API from Orion Advisor Solutions — 17 operation(s) for reporting/billing.

GitHub OpenAPI

Operations 17

GET /v1/Reporting/Billing/AdvisoryFeeNotification/Reports/Action/{key}/Run/{sessionId} Runs the report generation process for the Advisory Fee Notification #
GET /v1/Reporting/Billing/AdvisoryFeeNotification/Reports/Action/{key}/Run/{sessionId}/Pdf Retrieves a previously generated Advisory Fee Notification report PDF #
POST /v1/Reporting/Billing/AdvisoryFeeNotification/Reports/Action/Generate Generates an Advisory Fee Notification Report #
GET /v1/Reporting/Billing/PayeePayable/Reports/Action/{key}/Run/{sessionId} Retrieves a previously generated Bill Cancellation By Payee Payable report #
GET /v1/Reporting/Billing/PayeePayable/Reports/Action/{key}/Run/{sessionId}/Pdf Retrieves a previously generated Bill Cancellation By Payee Payable report PDF #
POST /v1/Reporting/Billing/PayeePayable/Reports/Action/Generate Generates a Bill Cancellation By Payee Payable Report #
GET /v1/Reporting/Billing/Reports/BillCancellationByAccount/Action/{key}/Run/{sessionId} Retrieves a previously generated Bill Cancellation By Account report #
GET /v1/Reporting/Billing/Reports/BillCancellationByAccount/Action/{key}/Run/{sessionId}/Pdf Retrieves a previously generated Bill Cancellation By Account report PDF #
POST /v1/Reporting/Billing/Reports/BillCancellationByAccount/Action/Generate Generates a Bill Cancellation By Account Report #
GET /v1/Reporting/Billing/Reports/LegacyAdvisoryFeeReport/Action/{key}/Run/{sessionId} Runs the report generation process for the Legacy Advisory Fee Notification #
GET /v1/Reporting/Billing/Reports/LegacyAdvisoryFeeReport/Action/{key}/Run/{sessionId}/Pdf Retrieves a previously generated Legacy Advisory Fee Notification report PDF #
POST /v1/Reporting/Billing/Reports/LegacyAdvisoryFeeReport/Action/Generate Generates a Legacy Advisory Fee Report #
GET /v1/Reporting/Billing/Reports/LegacyAdvisoryFeeReport/Action/Generate/Preview Legacy advisory fee report generate preview async #
GET /v1/Reporting/Billing/Reports/RevenuePayout/Action/{key}/Run/{sessionId} Bill revenue payout report run report #
GET /v1/Reporting/Billing/Reports/RevenuePayout/Action/{key}/Run/{sessionId}/Pdf Bill revenue payout report get generated report pdf async #
GET /v1/Reporting/Billing/Reports/RevenuePayout/Action/{revenuePayoutId}/{revenuePayoutPaymentId}/Generate Bill revenue payout report generate report async #
POST /v1/Reporting/Billing/Reports/RevenuePayout/Action/Generate Bill revenue payout report generate 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-reporting-billing-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-reporting-billing-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Billing 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-reporting-billing-api-openapi.yml