Purpose: Orion provides customers with pre-built and custom SQL data queries that can output any data stored in the platform, in a variety of formats, and in custom layouts. These…
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Purpose: Orion provides large data sets via flat files produced by an SSIS package. Referred to commonly as the Portfolio Extract, this set of .CSV files can be produced quickly,…
Purpose: API calls to the Advisor Portal (Element) platform must be made using an unique token acquired in addition to an Orion Connect token. Simple Use Case: Firm was to…
Purpose: This article will provide details and steps authenticating to the Eclipse platform. Simple Use Case: Authenticating to the Eclipse platform with the user ID from the Orion Connect application…
Purpose: Orion provides an out of the box method for a Single Sign-on from Orion Connect into a customer or partner’s own custom application. This solution provides an “App” in…
Purpose: This article provides a guide to using Impersonation which allows an API user to access the Orion API on behalf of another user. Simple Use Case: An Administrator wants…
Warning: Orion’s billing platform is both powerful and complex. Any customer or partner seeking to connect to it through the API should first become well acquainted with its best practices,…
Purpose: This article will walk you through best practices when using SAML 2.0 authentication to access the Orion API. Simple Use Case: An existing user within a customer’s Advisor portal,…
Purpose: This article will walk you through best practices when using basic authentication to access the Orion API. This method is used for simple changes made by an API user or…
Purpose: This document covers the process to make an OAuth connection to the Orion API for an Orion user. To log in to the API as a partner API user,…