Purpose: This article will provide steps on how to SSO to specific pages with Orion Connect.
Simple Use Case: You would like users to land on commonly used pages when they SSO into Orion, such as the advisor’s main dashboard, or a specific household in Portfolio View. This can be done as a relay state via a SAML SSO or as a deep link via out login framework.
Scope and Outputs: How to use SAML relay to land on the Orion Homepage, or a specific entity within Orion, such as household or account.
- The Orion Homepage –https://api.cloud.orionadvisor.com/orionconnectapp/#/orion/dashboard
- New Account Center: https://api.cloud.orionadvisor.com/orionconnectapp/#/portfolio/newaccounts
- New Account Wizard: https://api.cloud.orionadvisor.com/orionconnectapp/#/portfolio/newaccounts/add/wizard
- Portfolio Audit – https://api.cloud.orionadvisor.com/orionconnectapp/#/portfolio/households?entity=5&entityId=74
- Portfolio View –https://api.cloud.orionadvisor.com/orionconnectapp/#/orion/dashboard?entity=5&entityId=74
- Performance Tab –https://api.cloud.orionadvisor.com/orionconnectapp/#/orion/dashboard?entity=5&entityId=74&tab=Performance
Process Overview: Use either a relay state via our SAML SSO or as a deep link via our Oauth framework.
Then use the appropriate endpoint in the relay state or to complete the login landing on the correct page.
Process Steps:
- SAML : During the SAML SSO to Orion, you can pass a relay state such as appending RelayState=/orion/dashboard?entity=5&entityId=74 YThe SAML solution does not require the full URL as with other login frameworks.
- Oauth : Provide a deep link that uses the login framework:
- https://login.orionadvisor.com/login.html?r=https%3A%2F%2Fapi.cloud.orionadvisor.com%2Forionconnectapp%2Fsso.html%3Fp%3D%252Forion%252Fdashboard%253Fentity%253D5%2526entityId%253D74
- The deep link above is encoded version of:https://api.cloud.orionadvisor.com/orionconnectapp/#/orion/dashboard?entity=5&entityId=74
- https://login.orionadvisor.com/login.html?r=https%3A%2F%2Fapi.cloud.orionadvisor.com%2Forionconnectapp%2Fsso.html%3Fp%3D%252Forion%252Fdashboard%253Fentity%253D5%2526entityId%253D74
Process Tips or Controls:
- Entities: 5 = Household, 6 = Registration, 7 = Account, 107 = Portfolio Group. Then the Entity ID is the Orion ID for that entity you want, and the entity ID is the entity ID in Orion. The examples above show 5 for the household entity and 74 for the Household ID.
- The SAML relay state may also need to be encoded. If you’re not getting the expected results, please encode the URL as such. %2Forion%2Fdashboard%3Fentity%3D5%26entityId%3D74