Orion Risk – Create Client – Orion Developers Portal

Purpose: To Create a client in Orion Risk based on an existing household in Orion Connect.

Simple Use Case: Create Orion Risk Client matching Orion Connect client.

Scope and Outputs: This endpoint will allow you to create a client in Orion Risk based on a specific household in Orion Connect. This does not make any updates to the portfolio in Orion Connect.

Process Overview: Send the Household data via a PUT to the CreateClient endpoint.

Process Steps:

PUT /Integrations/HiddenLevers/CreateClient

{
"name": "Clients name", 
"extClientId": "Orion Client Id",  
 "source": "Orion"
}

Sample Request and Response

Request

{
"name": "George Washington", 
"extClientId": "54",  
 "source": "Orion"
}

Response

{
  "id": 6602595,
  "name": "George Washington",
  "orgId": 0,
  "userid": 20057,
  "jsonInfo": null,
  "riskScore": null,
  "createdBy": 20057,
  "createdDate": "2023-05-26T00:00:00-05:00",
  "privacyType": null,
  "source": "Orion",
  "status": null,
  "extClientId": "54",
  "lastModified": "2023-05-26T00:00:00-05:00",
  "currentSurveyId": null,
  "surveySent": null,
  "surveySentBy": null,
  "extClientId2": null,
  "readUsers": [],
  "editUsers": [],
  "error": null,
  "haserror": false
}

Process Tips or Controls:

Can not request duplicate of an existing client. The payload will return with an “error” of “name should be unique”

Development Guides

Orion Risk – Create Client