Orion Advisor Solutions

Orion Advisor Solutions Reporting/Income API

The Reporting/Income API from Orion Advisor Solutions — 1 operation(s) for reporting/income.

GitHub OpenAPI

Operations 1

POST /v1/Reporting/Income/ProductProjectedIncome Reporting income get product projected income async #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/orion-advisor-solutions/openapi/orion-advisor-solutions-reporting-income-api-openapi.yml

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OpenAPI Specification

orion-advisor-solutions-reporting-income-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Income API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Reporting/Income
paths:
  /v1/Reporting/Income/ProductProjectedIncome:
    post:
      tags:
      - Reporting/Income
      operationId: ReportingIncome_GetProductProjectedIncomeAsync
      parameters:
      - name: cancellationToken
        in: header
        required: false
      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: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProductProjectedIncomeRequestDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProductProjectedIncomeRequestDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProductProjectedIncomeRequestDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProductProjectedIncomeRequestDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProductProjectedIncomeRequestDto'
        required: true
      summary: Reporting income get product projected income async
      x-summary-source: derived
components:
  schemas:
    OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProjectedIncomeOption:
      properties:
        reportYear:
          type: string
          enum:
          - Current
          - NextTwelveMonths
          - NextSixtyMonths
          - NextFiveYears
          - NextFiveYearsByMonth
        displayCurrentMonth:
          type: boolean
        includeRedemptions:
          type: boolean
        includeUnpaidProjected:
          type: boolean
      xml:
        name: ProjectedIncomeOption
      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.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProductProjectedIncomeRequestDto:
      properties:
        asOf:
          $ref: '#/components/schemas/OAT.Utilities.Date.IDate'
        incomeOption:
          $ref: '#/components/schemas/OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.IncomeOption'
        projectedIncomeOption:
          $ref: '#/components/schemas/OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProjectedIncomeOption'
        allocations:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProductProjectedIncomeRequestAllocationDto'
          xml:
            name: ProductProjectedIncomeRequestAllocationDto
            wrapped: true
          type: array
      xml:
        name: ProductProjectedIncomeRequestDto
      type: object
    OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.ProductProjectedIncomeRequestAllocationDto:
      properties:
        productId:
          type: integer
          format: int32
        units:
          type: number
          format: double
      xml:
        name: ProductProjectedIncomeRequestAllocationDto
      type: object
    OAS.DataProcess.Reporting.Income.ProjectedIncomeAndRedemption.IncomeOption:
      properties:
        annualDividendRateMethod:
          type: string
          enum:
          - UseTotalForLast12Months
          - UseLastDivByFrequency
          - IDSIIndicatedAnnualDividend
        prorateIncomeToMaturity:
          type: boolean
        dividendDate:
          type: string
          enum:
          - ExDate
          - PayDate
        maturityDate:
          type: string
          enum:
          - MaturityDate
          - PrerefundedDate
          - NextCallDate
      xml:
        name: IncomeOption
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header