Orion Advisor Solutions

Orion Advisor Solutions Reporting/Static Files API

The Reporting/StaticFiles API from Orion Advisor Solutions — 4 operation(s) for reporting/staticfiles.

GitHub OpenAPI

Operations 6

POST /v1/Reporting/StaticFiles Static files post V1 reporting static files #
GET /v1/Reporting/StaticFiles/{fileType} Gets a list of specific static documents #
POST /v1/Reporting/StaticFiles/{fileType} Adds a new advisor file #
GET /v1/Reporting/StaticFiles/{fileType}/{fileId} Gets the raw data of the specific file with the blobId provided which is an… #
DELETE /v1/Reporting/StaticFiles/{fileType}/{fileId} Deletes the specific file with the blobId provided which is an advisor file #
GET /v1/Reporting/StaticFiles/{key} Static files get blob dto #

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-staticfiles-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-staticfiles-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Static Files API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Reporting/StaticFiles
paths:
  /v1/Reporting/StaticFiles:
    post:
      tags:
      - Reporting/StaticFiles
      operationId: StaticFiles_PostV1ReportingStaticFiles
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientPortalStaticFileDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientPortalStaticFileDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientPortalStaticFileDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientPortalStaticFileDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientPortalStaticFileDto'
        required: true
      summary: Static files post V1 reporting static files
      x-summary-source: derived
  /v1/Reporting/StaticFiles/{fileType}:
    get:
      tags:
      - Reporting/StaticFiles
      summary: Gets a list of specific static documents
      operationId: StaticFiles_GetBlobs
      parameters:
      - name: fileType
        in: path
        required: true
        schema:
          type: string
          enum:
          - ClientPortalStatic
          - RmdDashboard
          - RmdMailMerge
          - RmdMailMergeTemplate
          - BillingAuditFile
          - InsightDocument
      - name: startDate
        in: query
        description: Optional. Default null. If provided only documents that come after the start date will be returned.
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        description: Optional. Default null. If provided only documents that come before the end date will be returned.
        required: false
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
                xml:
                  name: BlobBaseDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
                xml:
                  name: BlobBaseDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
                xml:
                  name: BlobBaseDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
                xml:
                  name: BlobBaseDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
                xml:
                  name: BlobBaseDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
                xml:
                  name: BlobBaseDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
    post:
      tags:
      - Reporting/StaticFiles
      summary: Adds a new advisor file
      operationId: StaticFiles_CreateBlobAsync
      parameters:
      - name: fileType
        in: path
        description: "The type of file to add. Can be set to any of the following:\n            ClientPortalStatic"
        required: true
        schema:
          type: string
          enum:
          - ClientPortalStatic
          - RmdDashboard
          - RmdMailMerge
          - RmdMailMergeTemplate
          - BillingAuditFile
          - InsightDocument
      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: []
  /v1/Reporting/StaticFiles/{fileType}/{fileId}:
    get:
      tags:
      - Reporting/StaticFiles
      summary: Gets the raw data of the specific file with the blobId provided which is an…
      operationId: StaticFiles_GetBlob
      parameters:
      - name: fileType
        in: path
        description: "The type of file to return. Can be set to any of the following:\n            ClientPortalStatic"
        required: true
        schema:
          type: string
          enum:
          - ClientPortalStatic
          - RmdDashboard
          - RmdMailMerge
          - RmdMailMergeTemplate
          - BillingAuditFile
          - InsightDocument
      - name: fileId
        in: path
        description: Key of the file to be downloaded.
        required: true
        schema:
          type: integer
          format: int32
      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: []
    delete:
      tags:
      - Reporting/StaticFiles
      summary: Deletes the specific file with the blobId provided which is an advisor file
      operationId: StaticFiles_DeleteBlob
      parameters:
      - name: fileType
        in: path
        description: "The type of file to delete. Can be set to any of the following:\n            ClientPortalStatic"
        required: true
        schema:
          type: string
          enum:
          - ClientPortalStatic
          - RmdDashboard
          - RmdMailMerge
          - RmdMailMergeTemplate
          - BillingAuditFile
          - InsightDocument
      - name: fileId
        in: path
        description: Key of the file to be deleted.
        required: true
        schema:
          type: integer
          format: int32
      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: []
  /v1/Reporting/StaticFiles/{key}:
    get:
      tags:
      - Reporting/StaticFiles
      operationId: StaticFiles_GetBlobDto
      parameters:
      - name: key
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto'
      security:
      - Authorization: []
      summary: Static files get blob dto
      x-summary-source: derived
components:
  schemas:
    MultipartDataMediaFormatter.Infrastructure.HttpFile:
      properties:
        fileName:
          type: string
        mediaType:
          type: string
        data:
          $ref: '#/components/schemas/System.Net.Http.StreamContent'
      xml:
        name: HttpFile
      type: object
    System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String:
      properties:
        key:
          readOnly: true
          type: string
        value:
          items:
            type: string
          readOnly: true
          type: array
      xml:
        name: KeyValuePair`2
      type: object
    OAS.WebApi.DTO.Portfolio.BlobBaseDto:
      properties:
        createdDate:
          type: string
          format: date-time
        id:
          type: integer
          format: int32
        openWith:
          type: string
        fileName:
          type: string
        blobDesc:
          type: string
        blobText:
          type: string
        category:
          type: string
        isZip:
          type: boolean
      xml:
        name: BlobBaseDto
      type: object
    OAS.WebApi.DTO.Portfolio.ClientPortalStaticFileDto:
      properties:
        blobType:
          type: string
          enum:
          - ClientPortalStatic
          - RmdDashboard
          - RmdMailMerge
          - RmdMailMergeTemplate
          - BillingAuditFile
          - InsightDocument
        file:
          $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile'
        openWith:
          type: string
        blobDesc:
          type: string
      xml:
        name: ClientPortalStaticFileDto
      type: object
    System.Net.Http.StreamContent:
      properties:
        headers:
          items:
            $ref: '#/components/schemas/System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String'
          readOnly: true
          xml:
            name: KeyValuePair`2
            wrapped: true
          type: array
      xml:
        name: StreamContent
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header