Orion

Orion is an OAuth-based portfolio management integration that syncs client households, accounts, and holdings from Orion Portfolio Solutions into RightCapital.

Overview

Attribute	Value
Integration Type	Portfolio Management (Data Sync)
Authentication	OAuth 2.0 (Non-RFC compliant)
Data Flow	Orion → RightCapital (inbound)
Data Sync	Nightly automatic + on-demand
Developer	Kewei Yan
Cron Owner	kewei.yan

Entity Mapping

Orion Entity	RightCapital Entity
Client	Household
Account	Account
Portfolio	Account Group
Model	TargetCategoryMix

Account Type Mapping

Orion Account Type	RightCapital Subtype
`IRA`, `Traditional IRA`, `IRA Rollover`	Traditional IRA
`Roth`, `Roth IRA`, `IRA Roth`	Roth IRA
`Inherited IRA`, `IRA Inherited`	Inherited Traditional IRA
`Simple IRA`, `SIMPLE IRA`	Simple IRA
`SEP IRA`	SEP IRA
`529`, `Educational Savings Account`	529
`Trust`, `Revocable Trust`, `Living Trust`	Trust
`401(K)`, `403(B)`, `Individual 401(K)`	401K
`UTMA`, `Uniform Gift to Minors Account`	UTMA
`Coverdell ESA`	Coverdell
`Health Savings Accounts`	HSA
`Annuity`	Annuity (Taxable)
`Individual`, `Joint`, `JTWROS`	Taxable

Note: Life Insurance accounts are explicitly skipped during sync.

Authentication

Orion uses OAuth 2.0 but with non-RFC 6749 compliant behavior:

Authorization code exchange: Uses POST method (standard)
Refresh token exchange: Uses GET method with Bearer token in header (non-standard)

When authentication fails, Orion responds with HTTP 401 and an empty body.

API Endpoints

Endpoint	Method	Purpose
`/api/v1/Authorization/User`	GET	Get authenticated user info
`/api/v1/Portfolio/Clients`	GET	List all clients (households)
`/api/v1/Portfolio/Clients/{id}/Accounts`	GET	Get accounts for a client
`/api/v1/Portfolio/Clients/{id}/Assets/{date}`	GET	Get holdings with cost basis

Code Locations

Component	Path
Backend Integration	`retail-api/app/Integrations/Orion/`
Config	`Config.php`
Connector	`Connector.php`
Controller	`Controller.php`
Integrator	`Integrator.php`
Sync	`Sync.php`
OAuth Provider	`OAuth2/Provider.php`
Models	`Models/Household.php`, `Models/Account.php`, `Models/InvestmentAccount.php`, `Models/Holding.php`

SSO Support

Orion supports Single Sign-On (SSO) for both advisors and clients:

Attribute	Description
`alClientId`	Firm ID (used as integration reference)
`userDetailId`	User/advisor reference
`entityId`	Client reference (when applicable)
`entity`	Entity type (`5` = Household/Client)
`originalEntity`	Present when advisor is impersonating a client

Common Issues

Hierarchical Accounts

Orion supports nested account structures that RightCapital flattens by syncing all accounts under the top-level client.

Unknown Account Types

Accounts with unknown types default to TAXABLE and are logged for review.

Panoramix - Similar investment account integration