Orion Advisor Solutions

Orion Advisor Solutions Reporting/Composite API

The Reporting/Composite API from Orion Advisor Solutions — 93 operation(s) for reporting/composite.

GitHub OpenAPI

Operations 112

GET /v1/Reporting/Composite/Accounts Gets a list of composite accounts that the logged in user has access to. #
POST /v1/Reporting/Composite/Accounts Used to create a new composite account. #
GET /v1/Reporting/Composite/Accounts/{key} Gets the composite account that has the provided key. #
PUT /v1/Reporting/Composite/Accounts/{key} Reporting composite accounts update entity async #
PUT /v1/Reporting/Composite/Accounts/Action/Delete Reporting composite accounts action delete async #
PUT /v1/Reporting/Composite/Accounts/Action/Delete/All Deletes composite accounts by date and type #
PUT /v1/Reporting/Composite/Accounts/Action/Exclude Reporting composite accounts action exclude async #
PUT /v1/Reporting/Composite/Accounts/Action/Exclude/AccountIds Reporting composite accounts action exclude by account id async #
PUT /v1/Reporting/Composite/Accounts/Action/Include Reporting composite accounts action include async #
PUT /v1/Reporting/Composite/Accounts/Action/Include/AccountIds Reporting composite accounts action include by account id async #
PUT /v1/Reporting/Composite/Accounts/Action/MakeLive Marks all preliminary composite accounts, on the date provided, live #
PUT /v1/Reporting/Composite/Accounts/Action/MakeLiveForSelected Reporting composite accounts make live selected keys #
POST /v1/Reporting/Composite/Accounts/Action/OCISync Reporting composite accounts process orion custom indexing composite sync #
POST /v1/Reporting/Composite/Accounts/Action/OCISync/ByDateRange Reporting composite accounts process orion custom indexing composite sync by… #
PUT /v1/Reporting/Composite/Accounts/Action/Sync Mark rows for the selected preliminary node as not include if they are not… #
PUT /v1/Reporting/Composite/Accounts/Action/UpdateList Used to create a new composite accounts. #
PUT /v1/Reporting/Composite/Accounts/Action/UpdateNote Reporting composite accounts update note async #
GET /v1/Reporting/Composite/Accounts/Archive Gets a list of composite archived reports #
DELETE /v1/Reporting/Composite/Accounts/Archive/{key} Used to download an archived report file #
GET /v1/Reporting/Composite/Accounts/Archive/{key}/Download Used to download an archived report file #
GET /v1/Reporting/Composite/Accounts/CompositeFilter Reporting composite accounts get composite account keys by composite filter… #
POST /v1/Reporting/Composite/Accounts/List Used to create a new composite accounts. #
GET /v1/Reporting/Composite/Accounts/Logs Gets a list of composite account logs that the logged in user has access to. #
GET /v1/Reporting/Composite/Accounts/Logs/{key} Gets the composite account log that has the provided key. #
GET /v1/Reporting/Composite/Accounts/Missing Gets a list of accounts that are missing from this period's composites #
GET /v1/Reporting/Composite/Accounts/Summary Gets a summary list of composite accounts. #
GET /v1/Reporting/Composite/AdHocAccounts Gets a list of composite ad-hoc accounts that the logged in user has access to. #
POST /v1/Reporting/Composite/AdHocAccounts Used to create a new composite account. #
GET /v1/Reporting/Composite/AdHocAccounts/{key} Gets the composite account that has the provided key. #
PUT /v1/Reporting/Composite/AdHocAccounts/{key} Reporting composite ad hoc accounts update entity #
POST /v1/Reporting/Composite/AdHocAccounts/List Used to create a new composite accounts. #
GET /v1/Reporting/Composite/AdHocInstances Return list of composite ad-hoc instances #
GET /v1/Reporting/Composite/AdHocInstances/{key} Return list of composite ad-hoc instances #
GET /v1/Reporting/Composite/AdHocInstances/{key}/CompositeAdHocAccount Return list of composite accounts #
PUT /v1/Reporting/Composite/AdHocInstances/Action/Delete Reporting composite ad hoc instances delete ad hoc instances #
POST /v1/Reporting/Composite/AdHocInstances/Action/Instance Reporting composite ad hoc instances create composite ad hoc instance async #
GET /v1/Reporting/Composite/AdHocInstances/Running Return list of compositeAdHocInstanceIds that are currently running in hangfire #
GET /v1/Reporting/Composite/AdHocInstances/Simple Reporting composite ad hoc instances get simple #
POST /v1/Reporting/Composite/Dashboard Reporting composite dashboard get composite dashboard #
POST /v1/Reporting/Composite/Dashboard/Details/{businessLineId}/{repAccountManagerId}/{brokerDealerId}/{branchId}/{fundFamilyId}/{platformId}/{modelAggId}/{custodianId}/{planId}/{repId}/{crsrId}/{crrbId}/{crrtId} Reporting composite dashboard get composite dashboard details #
GET /v1/Reporting/Composite/Dashboard/ModelFactSheet Reporting composite dashboard calculate composite model fact sheet async #
POST /v1/Reporting/Composite/Dashboard/ModelRollingReturns Reporting composite dashboard calculate composite model rolling returns async #
POST /v1/Reporting/Composite/Dashboard/MonthlyModelReturns Reporting composite dashboard calculate monthly composite model returns async #
POST /v1/Reporting/Composite/Dashboard/Performance/ModelAgg Reporting composite dashboard get performance for model agg async #
GET /v1/Reporting/Composite/Disclosures Get the disclosures with their associated reports #
GET /v1/Reporting/Composite/Disclosures/{key} Get disclosures by id #
DELETE /v1/Reporting/Composite/Disclosures/{key} Delete the disclosure with matching id #
POST /v1/Reporting/Composite/Disclosures/Create Create a new disclosure #
PUT /v1/Reporting/Composite/Disclosures/Reorder Reorder disclosures #
PUT /v1/Reporting/Composite/Disclosures/Update/{id} Update an existing disclosure #
GET /v1/Reporting/Composite/FirmAssets Gets a list of composite firm assets that the logged in user has access to #
POST /v1/Reporting/Composite/FirmAssets Used to create a new composite firm asset. #
GET /v1/Reporting/Composite/FirmAssets/{asOfDate} Gets a list of composite firm assets that start on the date provided #
GET /v1/Reporting/Composite/FirmAssets/{key} Gets the composite firm assets that has the provided key. #
PUT /v1/Reporting/Composite/FirmAssets/{key} Used to update an existing composite firm asset. #
DELETE /v1/Reporting/Composite/FirmAssets/{key} Used to delete an existing composite firm asset. #
GET /v1/Reporting/Composite/GIPS Gets a list of GIPS queries The return is limited to pages of 50000. #
GET /v1/Reporting/Composite/Instances/{key} Return list of composite accounts #
GET /v1/Reporting/Composite/Instances/Running Return list of compositeInstanceIds that are currently running in hangfire #
GET /v1/Reporting/Composite/Ranges Gets a list of composite ranges that the logged in user has access to #
POST /v1/Reporting/Composite/Ranges Used to create a new composite range. #
GET /v1/Reporting/Composite/Ranges/{key} Gets the composite ranges that has the provided key. #
PUT /v1/Reporting/Composite/Ranges/{key} Used to update an existing composite range. #
DELETE /v1/Reporting/Composite/Ranges/{key} Used to delete an existing composite range. #
GET /v1/Reporting/Composite/Ranges/{range} Gets a list of composite ranges that the logged in user has access to #
GET /v1/Reporting/Composite/Ranges/Options/RangeType Used to get a list of available values for the range type property #
GET /v1/Reporting/Composite/Ranges/Simple Gets a simple list of composite ranges that the logged in user has access to #
GET /v1/Reporting/Composite/Ranges/Simple/{range} Gets a simple list of composite ranges that the logged in user has access to #
GET /v1/Reporting/Composite/Reports Gets a list of composite reports that the logged in user has access to #
POST /v1/Reporting/Composite/Reports Used to create a new composite report. #
GET /v1/Reporting/Composite/Reports/{key} Gets the composite report that has the provided key. #
PUT /v1/Reporting/Composite/Reports/{key} Used to update an existing composite report. #
DELETE /v1/Reporting/Composite/Reports/{key} Used to delete an existing composite report. #
GET /v1/Reporting/Composite/Reports/{key}/Run Gets a data file representation of the composite report. #
GET /v1/Reporting/Composite/Reports/{key}/Run/{sessionId} Used to get a retrieved a previously generated composite report #
GET /v1/Reporting/Composite/Reports/{key}/Run/{sessionId}/Pdf Reporting composite reports get generated report pdf async #
GET /v1/Reporting/Composite/Reports/{key}/Run/csv Gets a csv file representation of the composite report #
GET /v1/Reporting/Composite/Reports/{key}/Run/xls Gets an xls file representation of the composite report #
GET /v1/Reporting/Composite/Reports/{key}/Run/xlsx Gets an xlsx file representation of the composite report #
POST /v1/Reporting/Composite/Reports/Generate Used to generate a composite report. #
POST /v1/Reporting/Composite/Reports/Generate/Json Used to generate a composite report. Upon success a json object is returned #
GET /v1/Reporting/Composite/Reports/Group/{groupId}/Description Gets the composite report group description that has the provided key. #
POST /v1/Reporting/Composite/Reports/Group/{groupId}/Description Reporting composite reports add group description #
GET /v1/Reporting/Composite/Reports/Options/CompositeGroupType Used to get a list of available values for the group type property #
GET /v1/Reporting/Composite/Reports/Simple Reporting composite reports get simple #
GET /v1/Reporting/Composite/Rules Gets all composite rules #
POST /v1/Reporting/Composite/Rules Used to create a new composite rule. #
GET /v1/Reporting/Composite/Rules/{key} Gets the composite rule that has the provided key. #
PUT /v1/Reporting/Composite/Rules/{key} Reporting composite rules update entity async #
DELETE /v1/Reporting/Composite/Rules/Action/Delete/{key} Deletes composite rules provided in the key #
GET /v1/Reporting/Composite/Summary Reporting composite summary get summary async #
GET /v1/Reporting/Composite/Summary/Performance Reporting composite summary get performance summary async #
GET /v1/Reporting/Composite/Summary/Performance/{key}/Details Reporting composite summary get performance summary details async #
GET /v1/Reporting/Composite/Summary/Performance/Growth Reporting composite summary get growth chart async #
GET /v1/Reporting/Composite/Summary/Performance/Histogram Reporting composite summary get histo chart async #
GET /v1/Reporting/Composite/Summary/Performance/Scatter Reporting composite summary get scatter plot #
GET /v1/Reporting/Composite/Texts Reporting composite text get composite text views #
POST /v1/Reporting/Composite/Texts Reporting composite text create async #
GET /v1/Reporting/Composite/Texts/{key} Reporting composite text get by key async #
PUT /v1/Reporting/Composite/Texts/{key} Reporting composite text update composite text #
POST /v1/Reporting/Composite/ValidateImport/HistoricalCompositeAccount Composite validate import historical composite accounts import composites async #
GET /v1/Reporting/Composite/ValidateImport/HistoricalCompositeAccount/Templates/Csv Composite validate import historical composite accounts get csv template #
GET /v1/Reporting/Composite/ValidateImport/HistoricalCompositeAccount/Templates/Xls Composite validate import historical composite accounts get xls template #
GET /v1/Reporting/Composite/ValidateImport/HistoricalCompositeAccount/Templates/Xlsx Composite validate import historical composite accounts get xlsx template #
POST /v1/Reporting/Composite/ValidateImport/HistoricalCompositeAccountUpdate Composite validate import historical composite account updates import… #
GET /v1/Reporting/Composite/ValidateImport/HistoricalCompositeAccountUpdate/Templates/Csv Composite validate import historical composite account updates get csv template #
GET /v1/Reporting/Composite/ValidateImport/HistoricalCompositeAccountUpdate/Templates/Xls Composite validate import historical composite account updates get xls template #
GET /v1/Reporting/Composite/ValidateImport/HistoricalCompositeAccountUpdate/Templates/Xlsx Composite validate import historical composite account updates get xlsx template #
POST /v1/Reporting/Composite/Wizard/Action/Instance Creates composite instance, kicks off hangfire job on new instance for… #
POST /v1/Reporting/Composite/Wizard/Action/Recalc Reporting composite wizard recalc composite accounts async #
GET /v1/Reporting/Composite/Wizard/CompositeDefinition This generates a generic composite definition loaded with the database default… #
POST /v1/Reporting/Composite/Wizard/ValidateImport/{validationType} Reporting composite wizard valid importable ids 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-composite-api-openapi.yml

Other Resources

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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-composite-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Composite 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-composite-api-openapi.yml