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November 13, 2021
Jeff Kliewer

Large Data API Pulls – Best Practices

Purpose: While the API is most commonly used to get simple lists of data or all the details of an individual record, there can be use cases for extracting large…

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November 13, 2021
Jeff Kliewer

Data Queries via API

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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November 13, 2021
Jeff Kliewer

Flat File Delivery (Portfolio Extracts)

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,…

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April 26, 2018
Orion Advisor

How to Batch Pull Account and Position Balance Data

Many integrations require a daily pull of account and balance data. This is to update a vendors system with all new accounts, and updated balance information from the previous days…

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