Orion Advisor Solutions

Orion Advisor Solutions Reporting/Element API

The Reporting/Element API from Orion Advisor Solutions — 23 operation(s) for reporting/element.

GitHub OpenAPI

Operations 23

POST /v1/Reporting/Element/FactSheets/Analytical/Rep/{orionRepId} Fact sheets get analytical fact sheet async #
GET /v1/Reporting/Element/FactSheets/Analytical/Rep/{orionRepId}/{modelAggId} Fact sheets get analytical fact sheet for model agg async #
POST /v1/Reporting/Element/FactSheets/Blended/{prospectId}/account/{accountId}/rep/{repId}/{isOatTenant} Fact sheets get blended factsheet async #
GET /v1/Reporting/Element/FactSheets/Cloud/Blended/{prospectId}/{accountId}/{fragmentGuid} Cloud fact sheets generate proposal async #
POST /v1/Reporting/Element/FactSheets/Cloud/ModelAgg Cloud fact sheets generate fact sheet async #
GET /v1/Reporting/Element/FactSheets/Cloud/ModelAgg/{modelAggId} Cloud fact sheets generate fact sheet by model agg id async #
POST /v1/Reporting/Element/Proposals Proposals create new proposal async #
POST /v1/Reporting/Element/Proposals/Cloud Cloud proposals generate proposal #
POST /v1/Reporting/Element/Proposals/Cloud/blob Cloud proposals generate proposal blob #
GET /v1/Reporting/Element/Proposals/Cloud/CustomIndex/{key} Cloud proposals generate proposal for custom indexing key #
GET /v1/Reporting/Element/Proposals/Cloud/CustomIndex/{key}/blob Cloud proposals generate proposal for custom indexing key blob #
GET /v1/Reporting/Element/Proposals/Cloud/Templates Cloud proposals get proposal templates #
GET /v1/Reporting/Element/Proposals/Cloud/Themes Cloud proposals get proposal themes #
GET /v1/Reporting/Element/Proposals/data/{newHouseholdId} Proposals get pre gen proposal data #
GET /v1/Reporting/Element/Proposals/FlushCache Proposals flush cache #
GET /v1/Reporting/Element/Proposals/Fragments Proposals get proposal fragments async #
GET /v1/Reporting/Element/Proposals/PerformanceData Proposals get risk statistics #
GET /v1/Reporting/Element/Prospects Prospects get prospects async #
GET /v1/Reporting/Element/Prospects/{id} Prospects get proposal data by prospect id async #
GET /v1/Reporting/Element/Prospects/{id}/Accounts Prospects get proposal account data by prospect id async #
GET /v1/Reporting/Element/Prospects/{id}/CustomIndexing Prospects get custom indexing for prospect async #
GET /v1/Reporting/Element/Prospects/Search Prospects get V1 reporting element prospects search #
GET /v1/Reporting/Element/Prospects/Search/{search} Prospects get V1 reporting element prospects search by search #

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