Release Overview:

This release covers the usual bug fixes and enhancements. New for this release is an endpoint for agent details, GET / servicing-agents & GET / servicing-organisations.

Universal API - Breaking Changes

  • GET / addresses

    • externalId

      • number → string

    • addressLines

      • array of objects → array of strings

New Endpoints

  • GET /servicing-agents

    • Requires ReadAgents consent.
      Retrieve account servicing agents from the the source system, e.g. Advisers, Para-planners, Wealth or Discretionary managers.

  • GET /servicing-organisations

    • Requires ReadAgents consent.
      Retrieve account servicing organisations from the the source system, e.g. Financial Advice Firms, Wealth Management Firms, or other financial intermediary organisation.

Other Updates

  • GET / customers

    • New Query Parameters

      • type - Filter between Individual and Organisation customers

    • New Payload Attributes

      • gender

      • maritalStatus

      • phoneNumbers

    • emails[].type

      • string → enum

  • GET / accounts

    • New Query Parameters

      • externalId - Filter accounts based on their externalId

      • accountServicerId - Filter accounts based on account servicer

  • GET / account-groups

    • New Query Parameters

      • externalId - Filter accounts based on their externalId

  • ReadAgents consent

    • A new consent type for two endpoints that return details for account servicing agents on the source system, e.g. Advisers, Para-planners, Wealth or Discretionary managers. As well as details about the organisations the servicing-agent is a part of. Please see the latest version of the API spec for my details.