slug: orion-advisor-solutions provider: Orion Advisor Solutions generated_by: planning/capability-mapping/scripts/classify_capabilities.py model: claude-opus-5 frame: - Software & Technology min_confidence: 0.7 capability_model: source: https://github.com/vincentmakes/turbo-ea-capabilities license: CC-BY-4.0 attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities, CC BY 4.0 notice: NOTICE edge_count: 37 edges: - tag: Security/Roles spec_file: orion-advisor-solutions-security-roles-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.88 evidence: PUT /v1/Security/Roles/{key}/Action/AssignUsers 'Roles assign users async'; 'Roles get users for role'; schema RolePrivilegeDto reason: Role CRUD plus assignment of users to roles and role-privilege mapping is textbook role-based access control administration. - tag: Reporting/Reports spec_file: orion-advisor-solutions-reporting-reports-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.85 evidence: POST /v1/Reporting/Reports/{key}/Generate Used to generate a report pdf with the provided report parameters.; GET /v1/Reporting/Reports/{key}/Generate/{session}/Status reason: Running reports, tracking generation status and managing default report parameters at user/report/entity level. Unambiguously report generation and delivery, i.e. analytics & BI management. - tag: Security/Privileges spec_file: orion-advisor-solutions-security-privileges-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.85 evidence: '''Gets details about the privilege specified by the {code}, along with the Roles…''; schemas RolePrivilegeDto, PrivilegeLoginEntitiesDto' reason: Privilege definition and association to roles is role-based access control administration — Identity & Access Management. - tag: Billing/FinalBills spec_file: orion-advisor-solutions-billing-finalbills-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.8 evidence: '''Actually create the bill instance from the final bill instance session''; ''Create final bill instance''; ''Get list of accounts by Household Id''' reason: Operations create and manage final bills for client accounts/households — customer billing generation, which is Accounts Receivable (customer invoicing) rather than any SaaS subscription construct. - tag: Billing/FinancialPlanningFee spec_file: orion-advisor-solutions-billing-financialplanningfee-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.8 evidence: '''Generate BluePay payments by taking a list of bill ids and submitting to…''; ''Get a list of financial planning fees using a household id''' reason: Generates client bills for financial planning fees and submits payments against those bill ids — customer invoicing and cash collection. - tag: Billing/Instances spec_file: orion-advisor-solutions-billing-instances-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.8 evidence: '''Get a list of bill instances that the logged in user has access to see.''; ''Billing instance action generate async''; ''Cancel a running Bill Generation Job''' reason: Orchestrates the client bill generation run (generate, complete, invalidate, recalc payees) — the core customer invoicing/billing cycle. - tag: Billing/Invoices spec_file: orion-advisor-solutions-billing-invoices-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.8 evidence: '''Get a list of invoices that the logged in user has access to see.''; schema OAS.WebApi.DTO.Billing.InvoiceDto' reason: Retrieval of client invoices generated by the advisory fee billing process — customer invoicing under Accounts Receivable. - tag: Reporting/Custom spec_file: orion-advisor-solutions-reporting-custom-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.8 evidence: Used to generate a custom report csv with the provided parameters.; CustomReports_GenerateReportSlickGridAsync Generates the result of the custom report; schema CustomReportQuerySmithSaveReportDto reason: Authoring, parameterising, scheduling and exporting user-defined data-query reports in CSV/XLS/table form is self-service reporting and BI delivery. - tag: Reporting/ReportPackages spec_file: orion-advisor-solutions-reporting-reportpackages-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.8 evidence: POST /v1/Reporting/ReportPackages/run ReportPackages_PostReportPackageAsync; GET /v1/Reporting/ReportPackages/run/{downloadId} ReportPackages_DownloadPdfAsync reason: Definition, execution and PDF delivery of bundled report packages, including layout/format and access rules. This is squarely reporting/BI production and delivery. - tag: Security/PartnerApps spec_file: orion-advisor-solutions-security-partnerapps-api-openapi.yml capability_id: BC-4270.60 capability_id_l1: BC-4270 capability_name: Partner App Programme Management confidence: 0.8 evidence: '''Gets a list of partner apps that the logged in user has access to.''; ''The process to add a partner app includes saving the TOS acceptance''; schemas PartnerAppUrlWhitelistDto, PartnerAppIpRange, PartnerAppSamlEmailDomain' reason: Full CRUD lifecycle for third-party partner applications registered on the platform, including terms-of-service acceptance, SSO redirect and URL/IP whitelisting — partner app programme stewardship within the developer/API ecosystem. - tag: Security/Rights spec_file: orion-advisor-solutions-security-rights-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.8 evidence: '''Gets a list of rights that the logged in user has''; ''Gets the groups that the logged in user has access to''' reason: Operations expose the authenticated user's access rights and groups — authorization/entitlement inspection, i.e. identity and access management. - tag: Security/Users spec_file: orion-advisor-solutions-security-users-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.8 evidence: POST /v1/Security/Users Users_CreateUserAsync; PUT /v1/Security/Users/{key}/Action/Password/Reset Users_ResetUserPassword; GET /v1/Security/Users/{key}/LoginActivity reason: Operations create, update, delete user accounts, set/reset passwords and read login activity — user account and credential administration, i.e. identity & access management, not any wealth-management business function despite the vendor's domain. - tag: Utility/FeatureFlag spec_file: orion-advisor-solutions-utility-featureflag-api-openapi.yml capability_id: BC-4210.50 capability_id_l1: BC-4210 capability_name: Feature Flag Management confidence: 0.8 evidence: GET /v1/Utility/FeatureFlag 'returns all the…' ; PUT /v1/Utility/FeatureFlag/{featureFlagId} 'should update the Global value database column' ; POST /v1/Utility/FeatureFlag/{featureFlagId}/AlClient 'Feature flag create feature flag async' reason: Operations create, read and update feature flag records including per-client (AlClient) overrides of a global value — i.e. lifecycle and runtime targeting control of feature flags, which is Feature Flag Management. Some residual ambiguity as it is an internal admin surface. - tag: Portfolio/OfacChecks spec_file: orion-advisor-solutions-portfolio-ofacchecks-api-openapi.yml capability_id: BC-130.10 capability_id_l1: BC-130 capability_name: Regulatory Compliance Management confidence: 0.78 evidence: GET /v1/Portfolio/OfacChecks — "Gets a list of OFAC check records that the logged in user has access to"; PUT /v1/Portfolio/OfacChecks/Actions/SetStatus reason: Operations manage OFAC sanctions-screening check records and their disposition status, which is regulatory (sanctions/AML) compliance screening. BC-130.10 Regulatory Compliance Management is the closest supported capability; no financial-crime-specific candidate exists in this frame, hence moderate confidence. - tag: Reporting/ReportTemplates spec_file: orion-advisor-solutions-reporting-reporttemplates-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.78 evidence: POST /v1/Reporting/ReportTemplates/Verbose ReportTemplatesVerbose_CreateReportTemplateAsync; GET /v1/Reporting/ReportTemplates/{reportTemplateId}/Outline reason: Lifecycle and metadata (categories, thumbnails, outlines, calculation/date-range options) of report templates — authoring assets of the reporting/BI estate. - tag: Billing/Bills spec_file: orion-advisor-solutions-billing-bills-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.75 evidence: GET /v1/Billing/Bills — 'Get a list of bills that the logged in user has access to see'; PUT '/Action/Hold'; 'Delete bill records provided in the list of ids'; schema OAS.WebApi.DTO.Billing.BillDto reason: Core lifecycle management of client bills — retrieve, hold, release, delete, audit log — which is customer invoice management in the advisory fee-billing process. Clearest of the billing tags, mapped to Accounts Receivable Management. - tag: Billing/FeeCollection spec_file: orion-advisor-solutions-billing-feecollection-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.75 evidence: '"Sent payment information to bluepay"; "Fee collection post payments async"; "Fee collection generate fee files async"; schema BillFeeCollectDetailPaymentCountDto' reason: 'Orchestrates collection of advisory fees: creating collection instances, generating fee files, posting payments and routing them to a payment processor — i.e. customer collections and cash application on billed fees.' - tag: Billing/HouseholdSummary spec_file: orion-advisor-solutions-billing-householdsummary-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.75 evidence: GET /v1/Billing/HouseholdSummary/{key} 'Get household billing summary'; schemas BillHistoryDto, BillPayMethodSummaryDto reason: Returns a client household's billing summary including bill history, schedules and pay methods — a customer receivable/billing view. - tag: Billing/PostPayments spec_file: orion-advisor-solutions-billing-postpayments-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.75 evidence: PostPayments_GetBillPayments Get list of unpaid bills; PostPayments_PostPaymentsAsync Generate post payments for billing; OAS.WebApi.DTO.Billing.BillPaymentDto reason: Operations list unpaid bills by client/household and post payments against them — receivables collection and cash application on advisory-fee bills. - tag: Billing/PostedPayments spec_file: orion-advisor-solutions-billing-postedpayments-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.75 evidence: PostedPayments_GetPostedPayments Get a list of posted payments; PostedPayments_ReversePostedPayments Reverse selected postedpayment ids reason: Lists, undoes and reverses posted bill payments — cash application and adjustment on customer fee receivables, i.e. Accounts Receivable Management. - tag: Billing/ReceiveableSummary spec_file: orion-advisor-solutions-billing-receiveablesummary-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.75 evidence: GET /v1/Billing/ReceiveableSummary — 'Get a summary list of recievables' (OAS.WebApi.DTO.Billing.ReceiveableSummaryDto) reason: Operation exposes receivables balances arising from advisory fee billing, which is accounts receivable reporting. Narrow surface (single read) so confidence is moderate rather than high. - tag: QueryStudio/Queries spec_file: orion-advisor-solutions-querystudio-queries-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.75 evidence: Queries_RunQueryAsync Queries run query async; Queries_RunQueryToFileAsync Queries run query to file async; OAS.WebApi.DTO.Reporting.Envision.ReportDatabaseAccessRuleDto reason: Authoring, saving, running and exporting ad-hoc queries with filter groups, parameters and report access rules — a self-service reporting/BI query builder, matching Analytics & BI Management delivery. - tag: Reporting/BI spec_file: orion-advisor-solutions-reporting-bi-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.75 evidence: GET /v1/Reporting/BI/AccountTable BI_AccountTable BI account table; GET /v1/Reporting/BI/SisenseSSO BI_SisenseSSOAsync reason: Operations expose business-intelligence tables (account, asset, household, product, rep) and performance figures plus SSO into the Sisense BI tool — this is BI/analytics delivery, best matched by Analytics & BI Management. No wealth-specific candidate exists in the frame. - tag: Portfolio/OfacFiles spec_file: orion-advisor-solutions-portfolio-ofacfiles-api-openapi.yml capability_id: BC-130.10 capability_id_l1: BC-130 capability_name: Regulatory Compliance Management confidence: 0.72 evidence: '"Download OFAC Files from to https://www.treasury.gov/resource-center/sanctions/S…"' reason: Retrieval of US Treasury OFAC sanctions list files to support screening — a regulatory compliance data-sourcing step. Mapped to Regulatory Compliance Management, with confidence tempered because the single operation is essentially a file download. - tag: Authorization/User spec_file: orion-advisor-solutions-authorization-user-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.7 evidence: 'POST /v1/Authorization/User User_CreateUser Create a new Client level user. ... schemas: OAS.WebApi.DTO.Security.RightDto, OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto, OAS.DataModel.Authentication.PasswordInfo' reason: Beyond simple session lookups this surface creates users, manages passwords, rights/privileges, database access and lockdown — administration of identities and entitlements, which is Identity & Access Management. Some plumbing (gravatar, integrations) dilutes it, hence 0.7. - tag: Billing/BillGenerator spec_file: orion-advisor-solutions-billing-billgenerator-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.7 evidence: POST /v1/Billing/BillGenerator/Action/Instance — 'Create bill instance and client instances'; 'Create bill instance and client instances' / 'Recalculate payables'; schema OAS.DataModel.Billing.BillGeneratorOverview reason: The operations generate and recalculate client advisory-fee bills and their account-level items and adjustments — customer invoice generation. Schema list is polluted with unrelated portfolio/trading models (spec-splitting artefact), so weight is on the bill-generation operations; payee/payable recalculation introduces some ambiguity between receivables and payables. - tag: Billing/GenerateMockBills spec_file: orion-advisor-solutions-billing-generatemockbills-api-openapi.yml capability_id: BC-200.30 capability_id_l1: BC-200 capability_name: Accounts Receivable Management confidence: 0.7 evidence: POST /v1/Billing/GenerateMockBills 'Generate Mock Bills for a date, renewals for pre-billing review' reason: Pre-billing review simulation of client bills is part of the customer invoicing/billing run process; it is a dry-run of AR invoice generation, not a test fixture of the API itself. - tag: Billing/PayablesSummary spec_file: orion-advisor-solutions-billing-payablessummary-api-openapi.yml capability_id: BC-200.20 capability_id_l1: BC-200 capability_name: Accounts Payable Management confidence: 0.7 evidence: GET /v1/Billing/PayablesSummary BillingPayables_GetPayablesSummary Get a summary list of payables. reason: Operation explicitly returns a summary of payables, which is core Accounts Payable Management reporting within the billing module. - tag: Compliance/AuditRequests spec_file: orion-advisor-solutions-compliance-auditrequests-api-openapi.yml capability_id: BC-140.20 capability_id_l1: BC-140 capability_name: Audit Execution Management confidence: 0.7 evidence: POST /v1/Compliance/AuditRequests Create a new Audit Request ... AuditRequests_GetList Get a list of audit request items for a given audit request key reason: Operations create audit requests, manage request items and default request categories, and attach evidence files and generated data-query CSVs — the document-request and evidence-gathering mechanics of audit fieldwork. - tag: Compliance/Disclose spec_file: orion-advisor-solutions-compliance-disclose-api-openapi.yml capability_id: BC-130.10 capability_id_l1: BC-130 capability_name: Regulatory Compliance Management confidence: 0.7 evidence: Disclose_GetAsync Populate the 13F Filing Requirements Tile ... Disclose_GetAdvCustodyAsync Gets Adv Custody Tile data reason: Operations compute Form ADV AUM/custody categories and 13F filing requirements for an investment adviser — preparation of sector-specific regulatory disclosures, i.e. regulatory compliance management. - tag: Homepage/Dashboards spec_file: orion-advisor-solutions-homepage-dashboards-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.7 evidence: '"Dashboard create dashboard async"; "Dashboard add card to dashboard async"; "Dashboard create data source"; schemas HomepageDashboardDto, CardDto, DataSourceDto' reason: Full lifecycle of dashboards, dashboard cards and their data sources — the authoring and delivery of reporting/BI surfaces to users. Analytics & BI Management is the clear fit; confidence 0.7 rather than higher because it is dashboard tooling configuration and some would classify it as application configuration. - tag: Integration/UpdateRoles spec_file: orion-advisor-solutions-integration-updateroles-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.7 evidence: POST /v1/Integration/UpdateRoles Integration_UpdateRolesForPrivilegeAsync 'Updates the roles for a specified integration privilege' reason: Mutates which roles hold a given privilege — direct authorisation/entitlement administration, the core of Identity & Access Management. - tag: Integrations/SAML spec_file: orion-advisor-solutions-integrations-saml-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.7 evidence: Integration saml add or update saml partner info async / Check if user can perform SAML updates (certificates, etc) / Integration saml get mapped user async reason: Operations manage SAML partner metadata, signing certificate expiry and user identity mapping for federated single sign-on with partner platforms. That is federation and identity/access administration, so Identity & Access Management is the best-supported edge; moderate confidence because much of the surface is also plain SSO redirect plumbing. - tag: Reporting/Dashboards spec_file: orion-advisor-solutions-reporting-dashboards-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.7 evidence: POST /v1/Reporting/Dashboards Dashboards_Create; schema OAS.WebApi.DTO.Reporting.Widgets.DashboardDto reason: CRUD over dashboards and dashboard widgets is BI/analytics presentation management. Confidence moderated because the surface is plain CRUD with no business semantics beyond 'dashboard'. - tag: Reporting/Envision spec_file: orion-advisor-solutions-reporting-envision-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.7 evidence: Gets a simple list of reports that the logged in user has access to; EnvisionExcelReports_GetExcelReportsAsync; schema OAS.WebApi.DTO.Reporting.Envision.ReportThemeSelectionDto, ExcelReportSchemaDto reason: Report template authoring (cover pages, fragments, themes, Excel report definitions) and access rules over reports is reporting/BI content management and delivery. - tag: Reporting/ReportGroups spec_file: orion-advisor-solutions-reporting-reportgroups-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.7 evidence: POST /v1/Reporting/ReportGroups ReportGroups_CreateReportGroup Insert a report group; GET ... List all report groups accessible by current user reason: CRUD over groupings of reports accessible to users — organisation of the reporting catalogue, i.e. reporting/BI delivery administration rather than any industry-specific business process. - tag: Security/PartnerAppAdvisors spec_file: orion-advisor-solutions-security-partnerappadvisors-api-openapi.yml capability_id: BC-4270.60 capability_id_l1: BC-4270 capability_name: Partner App Programme Management confidence: 0.7 evidence: POST /v1/Security/PartnerAppAdvisors 'Create a partner app advisor'; GET '/PartnerApps/Clients/{partnerAppId}' 'List all clients a partner is allowed to access' reason: Operations manage the linkage between third-party partner applications and the advisors/clients they may access — stewardship of partner app access in the vendor's developer ecosystem. Some ambiguity with developer credential/access governance, hence moderate confidence.