openapi: 3.2.0 info: version: V1 title: Orion Connect Billing/Financial Planning Fee API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Billing/FinancialPlanningFee paths: /v1/Billing/FinancialPlanningFee/Action/Instance/{clientId}/{feeTypeId}: post: tags: - Billing/FinancialPlanningFee summary: Get a list of financial planning fees using a household id operationId: FinancialPlanningFee_GenerateNewFinancialPlanningBillAsync parameters: - name: ct in: header required: true - name: clientId in: path description: ClientId required required: true schema: type: integer format: int32 - name: feeTypeId in: path description: fee type id, optional required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: integer format: int32 application/json: schema: type: integer format: int32 text/json: schema: type: integer format: int32 application/xml: schema: type: integer format: int32 text/xml: schema: type: integer format: int32 multipart/form-data: schema: type: integer format: int32 security: - Authorization: [] /v1/Billing/FinancialPlanningFee/CreateBluePayPayment: post: tags: - Billing/FinancialPlanningFee summary: Generate BluePay payments by taking a list of bill ids and submitting to… description: 'Sample Request POST CreateBluePayPayment' operationId: FinancialPlanningFee_CreateBluePayPaymentAsync 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: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Ienumerable int required: true /v1/Billing/FinancialPlanningFee/List/{householdId}: get: tags: - Billing/FinancialPlanningFee summary: Get a list of financial planning fees using a household id operationId: FinancialPlanningFee_GetBills parameters: - name: householdId in: path description: Household ID of clients requested required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto' xml: name: FinancialPlanningFeeDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto' xml: name: FinancialPlanningFeeDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto' xml: name: FinancialPlanningFeeDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto' xml: name: FinancialPlanningFeeDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto' xml: name: FinancialPlanningFeeDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto' xml: name: FinancialPlanningFeeDto wrapped: true type: array security: - Authorization: [] components: schemas: OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto: properties: id: type: integer format: int32 billInstanceId: type: integer format: int32 billType: type: string enum: - Unknown - Renewal - NewMoney - NewAccount - FinancialPlanningFee - Performance - AdvanceCreditDebit clientId: type: integer format: int32 clientName: type: string createdDate: type: string format: date-time dateDue: readOnly: true type: string format: date-time paidDate: type: string format: date-time balanceDue: type: number format: double initialAmt: type: number format: double adjustmentAmount: type: number format: double repId: type: integer format: int32 repName: type: string repNumber: type: string status: type: string enum: - NotSent - Sent - Paid - Error - ValidationRequired - Rollback statusIcon: readOnly: true type: string billId: type: integer format: int32 errorMessage: type: string frequency: type: string enum: - Undefined - Monthly - Quarterly - Triannual - Semiannually - Annually - AtMaturity xml: name: FinancialPlanningFeeDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header