Orion Advisor Solutions

Orion Advisor Solutions Reporting/Data API

The Reporting/Data API from Orion Advisor Solutions — 2 operation(s) for reporting/data.

GitHub OpenAPI

Operations 2

GET /v1/Reporting/Data/Cache Scope cache get scope cache result async #
POST /v1/Reporting/Data/Cache/Refresh Scope cache run scope cache job #

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-data-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-data-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Data API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Reporting/Data
paths:
  /v1/Reporting/Data/Cache:
    get:
      tags:
      - Reporting/Data
      operationId: ScopeCache_GetScopeCacheResultAsync
      parameters:
      - name: cacheName
        in: query
        required: true
        schema:
          type: string
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.Performance.ScopeCache.ScopeCacheResult'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.Performance.ScopeCache.ScopeCacheResult'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.Performance.ScopeCache.ScopeCacheResult'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.Performance.ScopeCache.ScopeCacheResult'
      security:
      - Authorization: []
      summary: Scope cache get scope cache result async
      x-summary-source: derived
  /v1/Reporting/Data/Cache/Refresh:
    post:
      tags:
      - Reporting/Data
      operationId: ScopeCache_RunScopeCacheJob
      parameters:
      - name: asOfDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      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.DataModel.Reporting.Engine.ContextChange'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Reporting.Engine.ContextChange'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Reporting.Engine.ContextChange'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Reporting.Engine.ContextChange'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Reporting.Engine.ContextChange'
        required: true
      summary: Scope cache run scope cache job
      x-summary-source: derived
components:
  schemas:
    OAS.DataModel.Reporting.Interfaces.IMakeCostBasisOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeCostBasisOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IReturnStyle:
      properties:
        frequency:
          readOnly: true
          type: string
          enum:
          - Summary
          - Annually
          - Quarterly
          - Monthly
          - Weekly
          - Daily
          - Automatic
        basedOn:
          readOnly: true
          type: string
          enum:
          - Calendar
          - RollingForward
          - RollingBackward
        breakBehavior:
          readOnly: true
          type: string
          enum:
          - AllowPartialPeriods
          - PartialPeriodsWithBreakPoints
          - FullPeriodsOnly
        cumulative:
          readOnly: true
          type: boolean
        cumulativeBasedOn:
          readOnly: true
          type: string
          enum:
          - ForwardFromStartDate
          - BackwardFromEndDate
        context:
          readOnly: true
          type: string
          enum:
          - Self
          - Parent
      xml:
        name: IReturnStyle
      type: object
    OAS.DataProcess.Performance.ScopeCache.ScopeCacheResult:
      properties:
        cacheName:
          type: string
        lastUpdated:
          type: string
          format: date-time
        scopeResult:
          $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeDto'
      xml:
        name: ScopeCacheResult
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeAttributionOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeAttributionOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeMaturityPeriodOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeMaturityPeriodOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakePerformanceOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakePerformanceOption
      type: object
    OAS.DataAccess.Domains.Reporting.DataEngine.IGotCalculated:
      properties:
        id:
          type: string
        type:
          readOnly: true
          type: string
      xml:
        name: IGotCalculated
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeDateRange:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeDateRange
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeTransactionOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeTransactionOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeTradingOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeTradingOption
      type: object
    OAT.Utilities.Date.IDate:
      properties:
        date:
          readOnly: true
          type: string
          format: date-time
        year:
          readOnly: true
          type: integer
          format: int32
        month:
          readOnly: true
          type: integer
          format: int32
        day:
          readOnly: true
          type: integer
          format: int32
      xml:
        name: IDate
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeStatisticalOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeStatisticalOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeBillingOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeBillingOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeProjectedIncomeOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeProjectedIncomeOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeComparisonOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeComparisonOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeIncomeOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeIncomeOption
      type: object
    OAS.DataModel.Reporting.Calculation.IMakeCalculationOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeCalculationOption
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeActivityOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeActivityOption
      type: object
    OAS.WebApi.DTO.Reporting.Calculate.ScopeDto:
      properties:
        sessionId:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        asOfDate:
          $ref: '#/components/schemas/OAT.Utilities.Date.IDate'
        dataLastUpdated:
          type: string
          format: date-time
        calculations:
          items:
            $ref: '#/components/schemas/OAS.DataAccess.Domains.Reporting.DataEngine.IGotCalculated'
          xml:
            name: IGotCalculated
            wrapped: true
          type: array
      xml:
        name: ScopeDto
      type: object
    OAS.DataModel.Reporting.Interfaces.IMakeTaxOption:
      properties:
        type:
          readOnly: true
          type: string
      xml:
        name: IMakeTaxOption
      type: object
    OAS.DataModel.Reporting.Engine.ContextChange:
      properties:
        activityOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeActivityOption'
        billingOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeBillingOption'
        calculationOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Calculation.IMakeCalculationOption'
        comparisonOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeComparisonOption'
        costBasisOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeCostBasisOption'
        dateRange:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeDateRange'
        incomeOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeIncomeOption'
        maturityPeriodOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeMaturityPeriodOption'
        performanceOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakePerformanceOption'
        projectedIncomeOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeProjectedIncomeOption'
        statisticalOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeStatisticalOption'
        taxOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeTaxOption'
        tradingOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeTradingOption'
        transactionOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeTransactionOption'
        attributionOption:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeAttributionOption'
        activityOptionId:
          type: integer
          format: int32
        billingOptionId:
          type: integer
          format: int32
        calculationOptionId:
          type: integer
          format: int32
        comparisonOptionId:
          type: integer
          format: int32
        costBasisOptionId:
          type: integer
          format: int32
        dateRangeId:
          type: integer
          format: int32
        incomeOptionId:
          type: integer
          format: int32
        maturityPeriodOptionId:
          type: integer
          format: int32
        performanceOptionId:
          type: integer
          format: int32
        projectedIncomeOptionId:
          type: integer
          format: int32
        promptOptionId:
          type: integer
          format: int32
        reportCategoryId:
          type: integer
          format: int32
        statisticalOptionId:
          type: integer
          format: int32
        taxOptionId:
          type: integer
          format: int32
        tradingOptionId:
          type: integer
          format: int32
        transactionOptionId:
          type: integer
          format: int32
        attributionId:
          type: integer
          format: int32
        returnStyle:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IReturnStyle'
        percentFormat:
          type: string
        dollarFormat:
          type: string
        decimalFormat:
          type: string
        numericFormat:
          type: string
        quickDate:
          type: string
          enum:
          - Day
          - WTD
          - MTD
          - QTD
          - YTD
          - OneYear
          - TwoYear
          - ThreeYear
          - FourYear
          - FiveYear
          - SixYear
          - SevenYear
          - EightYear
          - NineYear
          - TenYear
          - PreviousOneYear
          - PreviousTwoYear
          - PreviousThreeYear
          - PreviousFourYear
          - PreviousFiveYear
          - PreviousSixYear
          - PreviousSevenYear
          - PreviousEightYear
          - PreviousNineYear
          - PreviousTenYear
          - Inception
          - HoldingPeriod
          - AIPLedger
        globalsSynced:
          type: boolean
        useSmaSetting:
          type: boolean
      xml:
        name: ContextChange
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header