openapi: 3.2.0 info: version: V1 title: Orion Connect Billing/Bill Compare Dashboard API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Billing/BillCompareDashboard paths: /v1/Billing/BillCompareDashboard/BillTypes: get: tags: - Billing/BillCompareDashboard summary: Get Bill Compare Instances for comparision operationId: BillCompareDashboard_GetBillCompareInstances responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareTypeDto' xml: name: BillCompareTypeDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareTypeDto' xml: name: BillCompareTypeDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareTypeDto' xml: name: BillCompareTypeDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareTypeDto' xml: name: BillCompareTypeDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareTypeDto' xml: name: BillCompareTypeDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareTypeDto' xml: name: BillCompareTypeDto wrapped: true type: array security: - Authorization: [] /v1/Billing/BillCompareDashboard/Note: post: tags: - Billing/BillCompareDashboard summary: Create new bill compare note operationId: BillCompareDashboard_CreateNoteAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' description: BillCompareNote form fields. required: true /v1/Billing/BillCompareDashboard/Note/{key}: get: tags: - Billing/BillCompareDashboard summary: Gets the note that has the provided key. operationId: BillCompareDashboard_GetNoteByKeyAsync parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' security: - Authorization: [] put: tags: - Billing/BillCompareDashboard summary: Update the note that has the provided key operationId: BillCompareDashboard_UpdateNoteAsync parameters: - name: key in: path description: Id of the note to delete. required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' description: Key of the desired return object. required: true delete: tags: - Billing/BillCompareDashboard summary: Deletes note record provided the key operationId: BillCompareDashboard_DeleteNoteAsync parameters: - name: key in: path description: Id of the note to delete. required: true schema: type: integer format: int32 - 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: [] /v1/Billing/BillCompareDashboard/Note/New: get: tags: - Billing/BillCompareDashboard summary: Gets the notes that match with provided filters operationId: BillCompareDashboard_GetNewNote parameters: - name: accountId in: query description: Filter by AccountId. required: false schema: type: integer format: int32 default: 0 - name: compareFromOfDate in: query description: Filter by Bills As of Date required: false schema: type: string - name: isMockCompareFrom in: query description: Bill Type to Compare required: false schema: type: boolean default: false - name: compareToOfDate in: query description: Filter by Bills As of Date to compare to required: false schema: type: string - name: isMockCompareTo in: query description: Bill Type to Compare to required: false schema: type: boolean default: false - name: filterValue in: query description: Filter value required: false schema: type: integer format: int32 default: 0 - name: frequency in: query description: Bill frequency required: false schema: type: integer format: int32 default: 3 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' security: - Authorization: [] /v1/Billing/BillCompareDashboard/Notes: get: tags: - Billing/BillCompareDashboard summary: Gets the notes that match with provided filters operationId: BillCompareDashboard_GetNotesAsync parameters: - name: ct in: header required: true - name: accountId in: query description: Filter by AccountId. required: false schema: type: integer format: int32 - name: compareFromOfDate in: query description: Filter by Bills As of Date required: false schema: type: string format: date-time - name: isMockCompareFrom in: query description: Bill Type to Compare required: false schema: type: boolean - name: compareToOfDate in: query description: Filter by Bills As of Date to compare to required: false schema: type: string format: date-time - name: isMockCompareTo in: query description: Bill Type to Compare to required: false schema: type: boolean - name: filterValue in: query description: Filter value required: false schema: type: integer format: int32 - name: frequency in: query description: Bill frequency required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' xml: name: BillCompareNoteDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' xml: name: BillCompareNoteDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' xml: name: BillCompareNoteDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' xml: name: BillCompareNoteDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' xml: name: BillCompareNoteDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillCompareNoteDto' xml: name: BillCompareNoteDto wrapped: true type: array security: - Authorization: [] /v1/Billing/BillCompareDashboard/Results: get: tags: - Billing/BillCompareDashboard summary: Get Bill Compare results operationId: BillCompareDashboard_GetBillCompareDashboard parameters: - name: asOfDateCompare in: query description: Filter by Bills As of Date required: false schema: type: string - name: isMockBillCompare in: query description: Bill Type to Compare required: false schema: type: boolean default: false - name: asOfDateCompareTo in: query description: Filter by Bills As of Date to compare to required: false schema: type: string - name: isMockBillCompareTo in: query description: Bill Type to Compare to required: false schema: type: boolean default: false - name: frequency in: query description: Bill frequency required: false schema: type: string enum: - Undefined - Monthly - Quarterly - Triannual - Semiannually - Annually - AtMaturity default: 3 - name: filterValue in: query description: Filter value required: false schema: type: string enum: - FeeScheduleChange - InactivePreviouslyActive - NewAccounts - CashFlows - AdjustmentsApplied - RelatedHHAggregation - AccountAggregation - Cancellations - Others default: 0 - name: includeApprovedNotes in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboard' xml: name: BillCompareDashboard wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboard' xml: name: BillCompareDashboard wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboard' xml: name: BillCompareDashboard wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboard' xml: name: BillCompareDashboard wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboard' xml: name: BillCompareDashboard wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboard' xml: name: BillCompareDashboard wrapped: true type: array security: - Authorization: [] /v1/Billing/BillCompareDashboard/SummaryCount: get: tags: - Billing/BillCompareDashboard summary: Get summary for Bill Compare Dashboard operationId: BillCompareDashboard_GetBillCompareSummaryCounts parameters: - name: asOfDateCompare in: query description: Filter by Bills As of Date required: false schema: type: string - name: isMockBillCompare in: query description: Bill Type to Compare required: false schema: type: boolean default: false - name: asOfDateCompareTo in: query description: Filter by Bills As of Date to compare to required: false schema: type: string - name: isMockBillCompareTo in: query description: Bill Type to Compare to required: false schema: type: boolean default: false - name: frequency in: query required: false schema: type: string enum: - Undefined - Monthly - Quarterly - Triannual - Semiannually - Annually - AtMaturity default: 3 - name: includeApprovedNotes in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboardCounts' xml: name: BillCompareDashboardCounts wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboardCounts' xml: name: BillCompareDashboardCounts wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboardCounts' xml: name: BillCompareDashboardCounts wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboardCounts' xml: name: BillCompareDashboardCounts wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboardCounts' xml: name: BillCompareDashboardCounts wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Billing.BillCompareDashboardCounts' xml: name: BillCompareDashboardCounts wrapped: true type: array security: - Authorization: [] components: schemas: OAS.WebApi.DTO.Billing.BillCompareNoteDto: properties: id: type: integer format: int32 accountId: type: integer format: int32 compareFromOfDate: type: string format: date-time isMockCompareFrom: type: boolean compareToOfDate: type: string format: date-time isMockCompareTo: type: boolean filterValue: type: integer format: int32 notes: type: string isApproved: type: boolean frequency: type: integer format: int32 createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time xml: name: BillCompareNoteDto type: object OAS.DataModel.Billing.BillCompareDashboard: properties: accountID: type: integer format: int32 acctCode: type: string isApproved: type: boolean xml: name: BillCompareDashboard type: object OAS.DataModel.Billing.BillCompareDashboardCounts: properties: isScheduleChangedCount: type: integer format: int32 isPreviousActiveCount: type: integer format: int32 isNewAccountCount: type: integer format: int32 isCashFlowCount: type: integer format: int32 isAdjustmentsAppliedCount: type: integer format: int32 isAggregationChangedCount: type: integer format: int32 isCancellationCount: type: integer format: int32 others: type: integer format: int32 xml: name: BillCompareDashboardCounts type: object OAS.WebApi.DTO.Billing.BillCompareTypeDto: properties: type: type: string asOfDate: type: string format: date-time isMockBill: type: boolean frequency: type: integer format: int32 xml: name: BillCompareTypeDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header