JupiterOne Data Ingestion and Sanctuary Wealth Advisor integration | Workato

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JupiterOne Data Ingestion

Abort Sync Job
Aborts an active sync job, discarding all uploaded data. Use this to cancel a job that should not be finalized.
Bulk Delete Entities
Sends a bulk delete request for entities within an active sync job. Provide an array of objects containing entity _id values to delete.
Create Integration Instance
Creates a new custom integration instance for use with the Sync API. Returns the instance ID needed for starting sync jobs.
Finalize Sync Job
Finalizes a sync job, triggering the JupiterOne backend to process and apply all uploaded entities and relationships to the graph. Call this after all upload actions are complete.
Start Sync Job
Starts a new synchronization job. Use source "integration-external" with an integration instance ID (scope is derived from the instance). Use source "api" with an explicit scope value (no integration instance). Returns the job ID needed for uploading data and finalizing.
Upload Combined Batch
Uploads a batch of entities and/or relationships to an active sync job in a single API call. At least one of entities or relationships must be provided.
Upload Entities Batch
Uploads a batch of entities to an active sync job. Recommended batch size: 250-500 entities per call. Each entity requires _key, _type, _class, and displayName at minimum.
Upload Relationships Batch
Uploads a batch of relationships to an active sync job. Recommended batch size: 250-500 per call. IMPORTANT: Only works with DIFF sync mode, not PATCH. Each relationship requires _key, _type, _class, _fromEntityKey, and _toEntityKey.

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Sanctuary Wealth Advisor

Get Account Asset Values
Holdings for one account, with a cash subtotal
Get Account Transactions
Transactions in a date range, with a withdrawal subtotal
Get Account Value
Market value for one account, current or as of a date
Get Benchmark & Risk Profile
Household risk and benchmark figures. Response shape unverified
Get Beneficiaries (by Rep)
Beneficiaries for a rep, filtered to account IDs
Get Client Detail
One client record. Verbose adds portfolio and household members
Get Client Registrations
Registrations for one client
Get Household Portfolio Cards
Household performance cards. Response shape unverified
Get Performance & Allocation Summary
Household performance and allocation. Response shape unverified
Get RMD (by Rep)
RMD figures for a rep, filtered to account IDs
Get Signed In User
Advisor identity, read from Orion on every call
Get Systematics (by Rep)
Systematic distributions for a rep, filtered to account IDs
List Accounts (Grid View)
Accounts with client and household join keys
List Billing Clients
Client level fee schedule and billing status
List Billing Schedules
Fee schedule names and types. Rates are free text - never parse them
List Clients
Clients from the plain route. Use the Grid view if this 404s
List Clients (Grid View)
Client list. The reliable one - start here
List Portfolio Assets
Holdings for a set of account IDs
List Registrations
Registration reference list. Fetch once at build time
List Transaction Types
Transaction type IDs. Fetch once, then hard code the withdrawal IDs
Search Accounts (Simple)
Find accounts by name, number, or client ID

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