Orion Advisor Solutions

Orion Advisor Solutions Settings/Owner API

The Settings/Owner API from Orion Advisor Solutions — 3 operation(s) for settings/owner.

GitHub OpenAPI

Operations 4

GET /v1/Settings/Owner Gets the Owner info #
PUT /v1/Settings/Owner Used to update existing owner record #
GET /v1/Settings/Owner/Code Gets the Owner code #
GET /v1/Settings/Owner/ReportImage Gets the owner's report image if one exists. If none exists a 404 will be thrown #

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-settings-owner-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-settings-owner-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Settings/Owner API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Settings/Owner
paths:
  /v1/Settings/Owner:
    get:
      tags:
      - Settings/Owner
      summary: Gets the Owner info
      operationId: Owners_GetAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
      security:
      - Authorization: []
    put:
      tags:
      - Settings/Owner
      summary: Used to update existing owner record
      operationId: Owners_UpdateOwnerAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerDto'
        description: The owner dto being updated.
        required: true
  /v1/Settings/Owner/Code:
    get:
      tags:
      - Settings/Owner
      summary: Gets the Owner code
      operationId: Owners_GetOwnerCodeAsync
      parameters:
      - name: ct
        in: header
        required: true
      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: []
  /v1/Settings/Owner/ReportImage:
    get:
      tags:
      - Settings/Owner
      summary: Gets the owner's report image if one exists. If none exists a 404 will be thrown
      operationId: Owners_GetImageAsync
      parameters:
      - name: ct
        in: header
        required: true
      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: []
components:
  schemas:
    OAS.WebApi.DTO.Settings.OwnerImageDto:
      properties:
        image:
          type: string
          format: byte
        height:
          type: number
          format: double
        width:
          type: number
          format: double
        barColor:
          type: string
          maxLength: 50
          minLength: 0
      xml:
        name: OwnerImageDto
      type: object
    OAS.WebApi.DTO.Settings.OwnerDto:
      properties:
        payeeId:
          type: integer
          format: int32
        billStyle:
          type: string
          enum:
          - Advance
          - Arrears
        billValueMethod:
          type: string
          enum:
          - PeriodEndingValue
          - AvgDailyBalance
          - AvgMonthlyBalance
        code:
          type: string
        fullName:
          type: string
        firstName:
          type: string
        lastName:
          type: string
        addressLine1:
          type: string
        addressLine2:
          type: string
        addressLine3:
          type: string
        city:
          type: string
        state:
          type: string
        zip:
          type: string
        workPhoneNumber:
          type: string
        email:
          type: string
        faxNumber:
          type: string
        createdBy:
          type: string
        createdDate:
          type: string
          format: date-time
        editedBy:
          type: string
        editedDate:
          type: string
          format: date-time
        ownerImage:
          $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.OwnerImageDto'
        legalName:
          description: Firm Legal Name
          type: string
      xml:
        name: OwnerDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header