PlannrCRM API documentation

about 8 hours ago

Change #3beefbf6

v1.132.4

Compare

284 structure changes including:

2 Additions

282 Modifications

Modified 282

POST /api/v1/employee

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/document-signing

Response
200 response Modified
- application/json content type Modified
  - launched_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/conversation/{conversation_uuid}/messages/inline

Response
200 response Modified
- application/json content type Modified
  - author property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - user property Modified
    - current_account property Modified

POST /api/v1/conversation/{conversation_uuid}/messages

Response
200 response Modified
- application/json content type Modified
  - author property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - user property Modified
    - current_account property Modified

POST /api/v1/conversation/inline

Response
200 response Modified
- application/json content type Modified
  - case property Modified
    - participants property Modified
  - participants property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - latest_message property Modified
    - author property Modified

POST /api/v1/conversation

Response
200 response Modified
- application/json content type Modified
  - case property Modified
    - participants property Modified
  - participants property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - latest_message property Modified
    - author property Modified

POST /api/v1/client/{client_uuid}/risk

Response
201 response Modified
- application/json content type Modified
  - completed_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/client/{client_uuid}/income

Response
201 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - employment property Modified
    - shared_owner property Modified

POST /api/v1/client/{client_uuid}/goal

Response
201 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/client/{client_uuid}/employment

Response
201 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - phone_number property Modified
    - accounts property Modified
  - email_address property Modified
    - accounts property Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - income property Modified
    - shared_owner property Modified

POST /api/v1/client/{client_uuid}/dependant

Response
201 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/client

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/circles

Response
201 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/checklist/{checklist_uuid}/items

Response
200 response Modified
- application/json content type Modified
  - checked_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/charge-split

Response
201 response Modified
- application/json content type Modified
  - splitable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/cases

Response
200 response Modified
- application/json content type Modified
  - participants property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - plans property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

POST /api/v1/business-units

Response
201 response Modified
- application/json content type Modified
  - members property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v2/transactions

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - plan, transaction_schedule properties Modified

POST /api/v1/plans/{plan_uuid}/transaction

Response
201 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - transaction_schedule property Modified
    - account property Modified

POST /api/v1/plans/{plan_uuid}/sub-group-schemes

Response
200 response Modified
- application/json content type Modified
  - covers property Modified
    - client property Modified
  - claims property Modified
    - client property Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - seller property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_plans property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - visible_to_circles property Modified
    - accounts property Modified
  - cases property Modified
    - participants property Modified
  - wrap property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - wrap_children property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - contract_enquiry_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - group_scheme property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

POST /api/v1/plans/{plan_uuid}/premiums

Response
201 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - transferred_from_plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

POST /api/v1/plans/{plan_uuid}/group-scheme-members

Response
200 response Modified
- application/json content type Modified
  - covers property Modified
    - client property Modified
  - claims property Modified
    - client property Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - seller property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_plans property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - visible_to_circles property Modified
    - accounts property Modified
  - cases property Modified
    - participants property Modified
  - wrap property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - wrap_children property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - contract_enquiry_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - group_scheme property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

POST /api/v1/plans/{plan_uuid}/cover

Response
201 response Modified
- application/json content type Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/plans/{plan_uuid}/claim

Response
201 response Modified
- application/json content type Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/plans/{plan_uuid}/beneficiary

Response
201 response Modified
- application/json content type Modified
  - cover property Modified
    - client property Modified

POST /api/v1/new-business-event

Response
201 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - clients property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - modelable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - case property Modified
    - participants property Modified
  - existing_plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

POST /api/v1/me/switch-account

Response
200 response Modified
- application/json content type Modified
  - current_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - current_login property Modified
    - account property Modified

POST /api/v1/introducer

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/import/start/{import_uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/import/map/{import_uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/import

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/illustration/{illustration_uuid}/generate

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - requested_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/illustration

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - requested_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/form/{form_uuid}/submission-request/{account_uuid}

Response
201 response Modified
- application/json content type Modified
  - submission property Modified
    - account property Modified

POST /api/v1/form/{form_uuid}/submission

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/expectation/reconcile

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - seller property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - author property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - charge_schedule property Modified
    - account, author, seller properties Modified
  - chargeable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - statement_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified

GET /api/v2/shareholder/{uuid}

Response
200 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v2/shareholder

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - address, account properties Modified

GET /api/v2/risks/{uuid}

Response
200 response Modified
- application/json content type Modified
  - completed_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v2/risks

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - completed_by property Modified

GET /api/v2/plans/linked-policy-numbers

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - plan property Modified

GET /api/v2/plans/line-graph

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - covers, claims, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, cases, wrap, wrap_children, contract_enquiry_account properties Modified

GET /api/v2/plans

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - covers, claims, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, cases, wrap, wrap_children, contract_enquiry_account properties Modified

GET /api/v2/mortgage-searches/{uuid}

Response
200 response Modified
- application/json content type Modified
  - cases property Modified
    - participants property Modified

GET /api/v2/mortgage-searches

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - cases property Modified

GET /api/v2/income/{uuid}

Response
200 response Modified
- application/json content type Modified
  - employment property Modified
    - shared_owner property Modified

GET /api/v2/income

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - employment property Modified

GET /api/v2/goals/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v2/goals

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - shared_owner property Modified

GET /api/v2/employments/{uuid}

Response
200 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - phone_number property Modified
    - accounts property Modified
  - email_address property Modified
    - accounts property Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - income property Modified
    - shared_owner property Modified

GET /api/v2/employments

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - address, phone_number, email_address, shared_owner, income properties Modified

GET /api/v2/dependants/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v2/contact-details/{uuid}

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/bank-transaction

Response
200 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - reconciliations property Modified
    - account property Modified

POST /api/v1/bank-statement/upload

Response
200 response Modified
- application/json content type Modified
  - expectation property Modified
    - account, seller, author properties Modified
  - bank_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/bank-statement

Response
201 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - bank_transactions property Modified
    - account property Modified

POST /api/v1/automation-blueprints

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/addons/seccl/{addon}/client

Response
200 response Modified
- application/json content type Modified
  - plannr_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/addons/mortgagebrain/mortgage-search

Response
200 response Modified
- application/json content type Modified
  - cases property Modified
    - participants property Modified

POST /api/v1/account/{account_uuid}/login/{login_uuid}/make-primary

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/account/{account_uuid}/login/{login_uuid}/expire

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/account/{account_uuid}/login

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/account/{account_uuid}/contact-detail

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/account/{account_uuid}/check

Response
201 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/account/{account_uuid}/address

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/account

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PATCH /api/v1/task/{task_uuid}/uncomplete/{taskStatus}

Response
200 response Modified
- application/json content type Modified
  - taskable property Modified
    - participants property Modified
  - workflow_task property Modified
    - author, participants properties Modified

PATCH /api/v1/task/{task_uuid}/complete

Response
200 response Modified
- application/json content type Modified
  - taskable property Modified
    - participants property Modified
  - workflow_task property Modified
    - author, participants properties Modified

PATCH /api/v1/checklist/{uuid}

Response
200 response Modified
- application/json content type Modified
  - items property Modified
    - checked_by property Modified

PATCH /api/v1/checklist-item/{checklistItem_uuid}

Response
200 response Modified
- application/json content type Modified
  - checked_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PATCH /api/v1/addons/seccl/{addon}/client/{account_uuid}

Response
200 response Modified
- application/json content type Modified
  - plannr_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/plans/{plan_uuid}/cover/{uuid}

Response
200 response Modified
- application/json content type Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/plans/{plan_uuid}/claim/{uuid}

Response
200 response Modified
- application/json content type Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/plans/{plan_uuid}/beneficiary/{uuid}

Response
200 response Modified
- application/json content type Modified
  - cover property Modified
    - client property Modified

PUT /api/v1/new-business-event/{newBusinessEvent_uuid}

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - clients property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - modelable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - case property Modified
    - participants property Modified
  - existing_plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

PUT /api/v1/me

Response
200 response Modified
- application/json content type Modified
  - current_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - current_login property Modified
    - account property Modified

PUT /api/v1/mailboxes/{uuid}

Response
200 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/introducer/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/illustration/{uuid}

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - requested_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/form/{form_uuid}/submission-request/{submissionRequest_uuid}

Response
200 response Modified
- application/json content type Modified
  - submission property Modified
    - account property Modified

PUT /api/v1/expectation/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - seller property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - author property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - charge_schedule property Modified
    - account, author, seller properties Modified
  - chargeable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - statement_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified

PUT /api/v1/employee/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/conversation/{uuid}

Response
200 response Modified
- application/json content type Modified
  - case property Modified
    - participants property Modified
  - participants property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - latest_message property Modified
    - author property Modified

PUT /api/v1/conversation/{conversation_uuid}/messages/{uuid}

Response
200 response Modified
- application/json content type Modified
  - author property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - user property Modified
    - current_account property Modified

PUT /api/v1/client/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/client/{client_uuid}/risk/{uuid}

Response
200 response Modified
- application/json content type Modified
  - completed_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/client/{client_uuid}/owners/personal-details/{owner_uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/client/{client_uuid}/income/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - employment property Modified
    - shared_owner property Modified

POST /api/v2/income

Response
201 response Modified
- application/json content type Modified
  - employment property Modified
    - shared_owner property Modified

PUT /api/v2/shareholder/{uuid}

Response
200 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v2/risks/{uuid}

Response
200 response Modified
- application/json content type Modified
  - completed_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v2/plans/{plan_uuid}/linked-policy-numbers/{uuid}

Response
201 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

PUT /api/v2/mortgage-searches/{uuid}

Response
200 response Modified
- application/json content type Modified
  - cases property Modified
    - participants property Modified

PUT /api/v2/income/{uuid}

Response
200 response Modified
- application/json content type Modified
  - employment property Modified
    - shared_owner property Modified

PUT /api/v2/goals/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v2/employments/{uuid}

Response
200 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - phone_number property Modified
    - accounts property Modified
  - email_address property Modified
    - accounts property Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - income property Modified
    - shared_owner property Modified

PUT /api/v2/dependants/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v2/contact-details/{uuid}

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/task/{uuid}

Response
200 response Modified
- application/json content type Modified
  - taskable property Modified
    - participants property Modified
  - workflow_task property Modified
    - author, participants properties Modified

PUT /api/v1/statement-transaction/{statementTransaction_uuid}

Response
200 response Modified
- application/json content type Modified
  - expectation property Modified
    - account, seller, author properties Modified
  - bank_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - bank_transaction_reconciliations property Modified
    - account property Modified

PUT /api/v1/report-template/{reportTemplate_uuid}

Response
200 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/provider-statement/{providerStatement_uuid}

Response
200 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - statement_transactions property Modified
    - account property Modified

PUT /api/v1/plans/{uuid}

Response
200 response Modified
- application/json content type Modified
  - covers property Modified
    - client property Modified
  - claims property Modified
    - client property Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - seller property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_plans property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - visible_to_circles property Modified
    - accounts property Modified
  - cases property Modified
    - participants property Modified
  - wrap property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - wrap_children property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - contract_enquiry_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/plans/{plan_uuid}/transaction/{uuid}

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - transaction_schedule property Modified
    - account property Modified

PUT /api/v1/plans/{plan_uuid}/transaction-schedule/{transactionSchedule_uuid}

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/plans/{plan_uuid}/premiums/{uuid}

Response
200 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - transferred_from_plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

PUT /api/v1/plans/{plan_uuid}/ownership

Response
200 response Modified
- application/json content type Modified
  - covers property Modified
    - client property Modified
  - claims property Modified
    - client property Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - seller property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_plans property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - visible_to_circles property Modified
    - accounts property Modified
  - cases property Modified
    - participants property Modified
  - wrap property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - wrap_children property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - contract_enquiry_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v2/goals

Response
201 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v2/employments

Response
201 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - phone_number property Modified
    - accounts property Modified
  - email_address property Modified
    - accounts property Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - income property Modified
    - shared_owner property Modified

POST /api/v2/dependants

Response
201 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v2/contact-details

Response
201 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/checklists

Response
200 response Modified
- application/json content type Modified
  - items property Modified
    - checked_by property Modified

POST /api/v1/task/{task_uuid}/checklists

Response
200 response Modified
- application/json content type Modified
  - items property Modified
    - checked_by property Modified

POST /api/v1/task

Response
201 response Modified
- application/json content type Modified
  - taskable property Modified
    - participants property Modified
  - workflow_task property Modified
    - author, participants properties Modified

POST /api/v1/statement/{statement_uuid}/unlock

Response
200 response Modified
- application/json content type Modified
  - locked_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - statement_transactions property Modified
    - account property Modified

POST /api/v1/statement/{statement_uuid}/lock

Response
200 response Modified
- application/json content type Modified
  - locked_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - statement_transactions property Modified
    - account property Modified

POST /api/v1/statement-transaction/{statementTransaction_uuid}/unreconcile-expectation

Response
200 response Modified
- application/json content type Modified
  - expectation property Modified
    - account, seller, author properties Modified
  - bank_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/statement-transaction

Response
200 response Modified
- application/json content type Modified
  - expectation property Modified
    - account, seller, author properties Modified
  - bank_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - bank_transaction_reconciliations property Modified
    - account property Modified

POST /api/v1/report-template

Response
200 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/report

Response
201 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/provider-statement/upload

Response
200 response Modified
- application/json content type Modified
  - expectation property Modified
    - account, seller, author properties Modified
  - bank_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/provider-statement/import

Response
201 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v1/provider-statement

Response
201 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - statement_transactions property Modified
    - account property Modified

POST /api/v1/plans/{plan_uuid}/transaction-schedule

Response
201 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/client/{client_uuid}/goal/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/client/{client_uuid}/employment/{uuid}

Response
200 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - phone_number property Modified
    - accounts property Modified
  - email_address property Modified
    - accounts property Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - income property Modified
    - shared_owner property Modified

PUT /api/v1/client/{client_uuid}/dependant/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/circles/{uuid}

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/charge-split/{chargeSplit_uuid}

Response
200 response Modified
- application/json content type Modified
  - splitable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/cases/{uuid}

Response
200 response Modified
- application/json content type Modified
  - participants property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - plans property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

PUT /api/v1/business-units/{uuid}

Response
200 response Modified
- application/json content type Modified
  - members property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/bank-transaction/{bankTransaction_uuid}

Response
200 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - reconciliations property Modified
    - account property Modified

PUT /api/v1/bank-statement/{bankStatement_uuid}

Response
200 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - bank_transactions property Modified
    - account property Modified

PUT /api/v1/automation-blueprints/{automationBlueprint_uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/account/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/account/{account_uuid}/login/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/account/{account_uuid}/contact-detail/{uuid}

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/account/{account_uuid}/check/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

PUT /api/v1/account/{account_uuid}/address/{uuid}

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v2/shareholder

Response
201 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v2/risks

Response
201 response Modified
- application/json content type Modified
  - completed_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

POST /api/v2/plans/{plan_uuid}/linked-policy-numbers

Response
201 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

GET /api/v1/conversation/{conversation_uuid}/messages/{uuid}

Response
200 response Modified
- application/json content type Modified
  - author property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - user property Modified
    - current_account property Modified

GET /api/v1/client/{client_uuid}/expectations

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account, seller, author, charge_schedule, chargeable, statement_transactions, statement properties Modified

GET /api/v1/client/{client_uuid}/employment/{uuid}

Response
200 response Modified
- application/json content type Modified
  - address property Modified
    - accounts property Modified
  - phone_number property Modified
    - accounts property Modified
  - email_address property Modified
    - accounts property Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - income property Modified
    - shared_owner property Modified

GET /api/v1/client/{client_uuid}/employment

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - address, phone_number, email_address, shared_owner, income properties Modified

GET /api/v1/client/{client_uuid}/emails

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - mailbox property Modified

GET /api/v1/client/{client_uuid}/dependant/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/client/{client_uuid}/dependant

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - shared_owner property Modified

GET /api/v1/client/{client_uuid}/cases

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - participants, plans properties Modified

GET /api/v1/client/{client_uuid}/all-notes

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account, notable properties Modified

GET /api/v1/client

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/circles/{uuid}

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/circles/{circle_uuid}/notes

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account, notable properties Modified

GET /api/v1/circles/{circle_uuid}/form-submissions

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/circles/{circle_uuid}/expectations

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account, seller, author, charge_schedule, chargeable, statement_transactions, statement properties Modified

GET /api/v1/circles/{circle_uuid}/conversations

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - case, participants, latest_message properties Modified

GET /api/v1/circles/{circle_uuid}/charge-splits

Response
200 response Modified
- application/json content type Modified
  - splitable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/circles/{circle_uuid}/accounts

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - logins property Modified

GET /api/v1/circles

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - accounts property Modified

GET /api/v1/conversation/{conversation_uuid}/messages

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - author, user properties Modified

GET /api/v1/conversation

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - case, participants, latest_message properties Modified

GET /api/v1/client/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/client/{client}/shared-accounts

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - primary_phone_number, primary_email, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, business_unit, owners, joint_account_circle, circles properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/client/{client_uuid}/staff-members/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/client/{client_uuid}/staff-members

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/client/{client_uuid}/signatures

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - launched_by property Modified

GET /api/v1/client/{client_uuid}/risk/{uuid}

Response
200 response Modified
- application/json content type Modified
  - completed_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/client/{client_uuid}/risk

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - completed_by property Modified

GET /api/v1/client/{client_uuid}/plans

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - covers, claims, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, cases, wrap, wrap_children, contract_enquiry_account properties Modified

GET /api/v1/client/{client_uuid}/owners

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - primary_phone_number, primary_email, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, business_unit, owners, joint_account_circle, circles properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/client/{client_uuid}/new-business-events

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - plan, clients, modelable, adviser, case, existing_plan properties Modified

GET /api/v1/client/{client_uuid}/income/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - employment property Modified
    - shared_owner property Modified

GET /api/v1/client/{client_uuid}/income

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - shared_owner, employment properties Modified

GET /api/v1/client/{client_uuid}/illustrations

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - requested_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/client/{client_uuid}/goal/{uuid}

Response
200 response Modified
- application/json content type Modified
  - shared_owner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/client/{client_uuid}/goal

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - shared_owner property Modified

GET /api/v1/charge-split/{splitableType}/{splitableUuid}

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - splitable, account properties Modified

GET /api/v1/automation-blueprints/{automationBlueprint_uuid}/executions

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/automation-blueprints/{automationBlueprint_uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/automation-blueprints

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/audits/{model}/{modelUuid}

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/audits

Response
201 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/addons/seccl/{addon}/client/{id}

Response
200 response Modified
- application/json content type Modified
  - plannr_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/account/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/account/{account_uuid}/login

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/account/{account_uuid}/conversations

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - case, participants, latest_message properties Modified

GET /api/v1/account/{account_uuid}/contact-detail/{uuid}

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/account/{account_uuid}/contact-detail

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/account/{account_uuid}/check/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/account/{account_uuid}/check

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/account/{account_uuid}/address/{uuid}

Response
200 response Modified
- application/json content type Modified
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/account/{account_uuid}/address

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - accounts property Modified

GET /api/v1/account

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - primary_phone_number, primary_email, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, business_unit, owners, joint_account_circle, circles properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

DELETE /api/v1/employee/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/charge-split/{chargeSplit_uuid}

Response
200 response Modified
- application/json content type Modified
  - splitable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/charge

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - chargeable, account, author, seller, premium properties Modified

GET /api/v1/cases/{uuid}

Response
200 response Modified
- application/json content type Modified
  - participants property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - plans property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

GET /api/v1/cases/{case_uuid}/conversations

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - case, participants, latest_message properties Modified

GET /api/v1/cases

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - participants, plans properties Modified

GET /api/v1/business-units/{uuid}

Response
200 response Modified
- application/json content type Modified
  - members property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/business-units/{business_unit_uuid}/members

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - primary_phone_number, primary_email, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, business_unit, owners, joint_account_circle, circles properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/business-units

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - members property Modified

GET /api/v1/bulk-actions/{uuid}

Response
200 response Modified
- application/json content type Modified
  - executed_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/bulk-actions

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - executed_by property Modified

GET /api/v1/bank-transaction/{bankTransaction_uuid}/reconciliations

Response
200 response Modified
- application/json content type Modified
  - statement_transaction property Modified
    - account property Modified
  - bank_transaction property Modified
    - account property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/bank-transaction/{bankTransaction_uuid}

Response
200 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - reconciliations property Modified
    - account property Modified

GET /api/v1/bank-transaction

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - statement, account, reconciliations properties Modified

GET /api/v1/bank-statement/{bankStatement_uuid}

Response
200 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - bank_transactions property Modified
    - account property Modified

GET /api/v1/bank-statement

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - statement, bank_transactions properties Modified

GET /api/v1/automation-executions/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/automation-executions

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/checklists

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - items property Modified

GET /api/v1/provider-statement/{providerStatement_uuid}

Response
200 response Modified
- application/json content type Modified
  - statement property Modified
    - locked_by property Modified
  - statement_transactions property Modified
    - account property Modified

GET /api/v1/provider-statement

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - statement, statement_transactions properties Modified

GET /api/v1/plans/{uuid}

Response
200 response Modified
- application/json content type Modified
  - covers property Modified
    - client property Modified
  - claims property Modified
    - client property Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - accounts property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - seller property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - linked_plans property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - visible_to_circles property Modified
    - accounts property Modified
  - cases property Modified
    - participants property Modified
  - wrap property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - wrap_children property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - contract_enquiry_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/plans/{plan_uuid}/transaction/{uuid}

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - transaction_schedule property Modified
    - account property Modified

GET /api/v1/plans/{plan_uuid}/transaction-schedule/{transactionSchedule_uuid}

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/plans/{plan_uuid}/transaction-schedule

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - plan, account properties Modified

GET /api/v1/plans/{plan_uuid}/transaction

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - plan, account, transaction_schedule properties Modified

GET /api/v1/plans/{plan_uuid}/sub-group-schemes

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - covers, claims, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, cases, wrap, wrap_children, contract_enquiry_account, group_scheme properties Modified

GET /api/v1/plans/{plan_uuid}/premiums/{uuid}

Response
200 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - transferred_from_plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

GET /api/v1/plans/{plan_uuid}/premiums

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - created_by, plan, transferred_from_plan properties Modified

GET /api/v1/plans/{plan_uuid}/new-business-events

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - plan, clients, modelable, adviser, case, existing_plan properties Modified

GET /api/v1/plans/{plan_uuid}/illustrations

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - requested_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/plans/{plan_uuid}/group-scheme-members

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - covers, claims, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, cases, wrap, wrap_children, contract_enquiry_account, group_scheme properties Modified

GET /api/v1/plans/{plan_uuid}/expectations

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account, seller, author, charge_schedule, chargeable, statement_transactions, statement properties Modified

GET /api/v1/plans/{plan_uuid}/cover/{uuid}

Response
200 response Modified
- application/json content type Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/plans/{plan_uuid}/cover

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - client property Modified

GET /api/v1/plans/{plan_uuid}/claim/{uuid}

Response
200 response Modified
- application/json content type Modified
  - client property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/task/{uuid}

Response
200 response Modified
- application/json content type Modified
  - taskable property Modified
    - participants property Modified
  - workflow_task property Modified
    - author, participants properties Modified

GET /api/v1/task/{task_uuid}/checklists

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - items property Modified

GET /api/v1/task

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - taskable, workflow_task properties Modified

GET /api/v1/submission-request/{uuid}

Response
200 response Modified
- application/json content type Modified
  - submission property Modified
    - account property Modified

GET /api/v1/submission-request/sent

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - submission property Modified

GET /api/v1/submission-request/received/{account}

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - submission property Modified

GET /api/v1/submission-request

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - submission property Modified

GET /api/v1/statement/{uuid}

Response
200 response Modified
- application/json content type Modified
  - locked_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - statement_transactions property Modified
    - account property Modified

GET /api/v1/statement-transaction/{statementTransaction_uuid}/reconciliations

Response
200 response Modified
- application/json content type Modified
  - statement_transaction property Modified
    - account property Modified
  - bank_transaction property Modified
    - account property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/statement-transaction/{statementTransaction_uuid}

Response
200 response Modified
- application/json content type Modified
  - expectation property Modified
    - account, seller, author properties Modified
  - bank_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - bank_transaction_reconciliations property Modified
    - account property Modified

GET /api/v1/statement-transaction

Response
200 response Modified
- application/json content type Modified
  - expectation property Modified
    - account, seller, author properties Modified
  - bank_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - bank_transaction_reconciliations property Modified
    - account property Modified

GET /api/v1/statement

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - locked_by, statement_transactions properties Modified

GET /api/v1/report/{uuid}

Response
200 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/report-type

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - created_by property Modified

GET /api/v1/report-template/{reportTemplate_uuid}

Response
200 response Modified
- application/json content type Modified
  - created_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/report-template

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - created_by property Modified

GET /api/v1/report

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - created_by property Modified

GET /api/v1/plans/{plan_uuid}/claim

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - client property Modified

GET /api/v1/import/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/import

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/illustration/{uuid}

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - requested_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/group/{group_uuid}/participants

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - primary_phone_number, primary_email, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, business_unit, owners, joint_account_circle, circles properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/form/{form_uuid}/submission/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/form/{form_uuid}/submission-request

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - submission property Modified

GET /api/v1/form/{form_uuid}/submission-authored-by/{author_uuid}

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/form/{form_uuid}/submission

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/expectation/{uuid}

Response
200 response Modified
- application/json content type Modified
  - account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - seller property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - author property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - charge_schedule property Modified
    - account, author, seller properties Modified
  - chargeable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - statement_transactions property Modified
    - account property Modified
  - statement property Modified
    - locked_by property Modified

GET /api/v1/expectation

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account, seller, author, charge_schedule, chargeable, statement_transactions, statement properties Modified

GET /api/v1/employee/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/employee/{employee}/logs

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - author, modelable, through, account properties Modified

GET /api/v1/employee/{employee_uuid}/audits

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/employee

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/document-signing/{signatureTransaction_uuid}

Response
200 response Modified
- application/json content type Modified
  - launched_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/document-signing

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - launched_by property Modified

GET /api/v1/conversation/{uuid}

Response
200 response Modified
- application/json content type Modified
  - case property Modified
    - participants property Modified
  - participants property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - latest_message property Modified
    - author property Modified

GET /api/v1/plans/{plan_uuid}/beneficiary/{uuid}

Response
200 response Modified
- application/json content type Modified
  - cover property Modified
    - client property Modified

GET /api/v1/plans/{plan_uuid}/beneficiary

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - cover property Modified

GET /api/v1/plans

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - covers, claims, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, cases, wrap, wrap_children, contract_enquiry_account properties Modified

GET /api/v1/notifications/{id}

Response
200 response Modified
- application/json content type Modified
  - notifiable property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - triggered_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/notifications

Response
200 response Modified
- application/json content type Modified
  - notifiable property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - triggered_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/note/{notableType}/{notableUuid}

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account, notable properties Modified

GET /api/v1/new-business-event/{newBusinessEvent_uuid}

Response
200 response Modified
- application/json content type Modified
  - plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - clients property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - modelable property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified
  - adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - case property Modified
    - participants property Modified
  - existing_plan property Modified
    - client, accounts, seller, linked_owners, contract_enquiry_account properties Modified

GET /api/v1/new-business-event

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - plan, clients, modelable, adviser, case, existing_plan properties Modified

GET /api/v1/my/audits

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/me/logs

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - author, modelable, through, account properties Modified

GET /api/v1/me

Response
200 response Modified
- application/json content type Modified
  - current_account property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - current_login property Modified
    - account property Modified

GET /api/v1/mailboxes/message/{uuid}

Response
200 response Modified
- application/json content type Modified
  - mailbox property Modified
    - created_by property Modified

GET /api/v1/mailboxes

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - created_by property Modified

GET /api/v1/logs/{modelType}/{modelUuid}

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - author, modelable, through, account properties Modified

GET /api/v1/logins

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - account property Modified

GET /api/v1/introducer/{uuid}

Response
200 response Modified
- application/json content type Modified
  - primary_phone_number property Modified
    - accounts property Modified
  - primary_email property Modified
    - accounts property Modified
  - assigned_adviser property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_administrator property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - assigned_paraplanner property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - introduced_by property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - business_unit property Modified
    - members property Modified
  - owners property Modified
    - assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, owners properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added
  - joint_account_circle property Modified
    - accounts property Modified
  - circles property Modified
    - accounts property Modified
  - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

GET /api/v1/introducer

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - primary_phone_number, primary_email, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, business_unit, owners, joint_account_circle, circles properties Modified
    - is_out_of_office, out_of_office_from, out_of_office_until, out_of_office_message properties Added

Added 2

PUT /api/v1/account/{account_uuid}/out-of-office

DELETE /api/v1/account/{account_uuid}/out-of-office

1 day ago

Change #3504a96d

v1.132.3

Breaking

Compare

422 structure changes including:

422 Modifications

Modified 422 Breaking

DELETE /api/v1/cases/{case_uuid}/participants

Response
422 response Added

DELETE /api/v1/conversation/{conversation_uuid}/admin

Response
422 response Added

DELETE /api/v1/conversation/{conversation_uuid}/participants

Response
422 response Added

DELETE /api/v1/group/{group_uuid}/participants

Response
422 response Added

DELETE /api/v1/mobile/notification-token

Response
422 response Added

DELETE /api/v1/personal-access-tokens/{id}

Response
422 response Added

DELETE /api/v1/plans/{plan_uuid}/beneficiary/{uuid}

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

DELETE /api/v1/plans/{plan_uuid}/claim/{uuid}

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

DELETE /api/v1/plans/{plan_uuid}/cover/{uuid}

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

DELETE /api/v1/plans/{plan_uuid}/premiums/{uuid}

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, paid_at, value properties Removed
  - message property Added

DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, fund_name, reference, sector, sedol, isin, citi, units, unit_price, unit_price_raw, purchase_price, is_active, value, sub_account, external_references properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added

DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios/{uuid}

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, withdrawn_at, value properties Removed
  - message property Added

DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, name, policy_number, latest_valuation, is_main_account, active_portfolio, statistics properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added

DELETE /api/v1/plans/{plan_uuid}/transaction-schedule/{transactionSchedule_uuid}

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

DELETE /api/v1/plans/{plan_uuid}/transaction/{uuid}

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

DELETE /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/participants

Response
422 response Added

GET /api/v1/addons/be-iq/client/{client_uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/addons/be-iq/token

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/addons/mortgagebrain/ready

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/addons/seccl/{addon}/client-products/{account_uuid}

Response
422 response Added

GET /api/v1/addons/seccl/{addon}/client/{account_uuid}/bank-details/status

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/addons/seccl/{addon}/client/{id}

Response
422 response Added

GET /api/v1/addons/seccl/{addon}/direct-debit-mandate

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/addons/seccl/{addon}/search-assets

Response
422 response Added

GET /api/v1/addons/transact/advisers

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/bank-transaction

Response
422 response Added

GET /api/v1/business-units/{business_unit_uuid}/branding

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/business-units/{business_unit_uuid}/members

Response
422 response Added

GET /api/v1/charge

Response
422 response Added

GET /api/v1/charge/{uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/circles/{circle_uuid}/charges

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/circles/{circle_uuid}/emails

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

GET /api/v1/circles/{circle_uuid}/expectations

Response
422 response Added

GET /api/v1/circles/{circle_uuid}/fact-find-access

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/circles/{circle_uuid}/wealth

Response
422 response Added

GET /api/v1/client

Response
422 response Added

GET /api/v1/client/{client_uuid}/charges

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/client/{client_uuid}/emails

Response
422 response Added

GET /api/v1/client/{client_uuid}/expectations

Response
422 response Added

GET /api/v1/client/{client_uuid}/potential-duplicates

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/client/{client_uuid}/wealth

Response
422 response Added

GET /api/v1/document-template/{documentTemplate_uuid}/content/docx

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/document-template/{documentTemplate_uuid}/content/pdf

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/document-template/{documentTemplate_uuid}/content/preview

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/document-template/{documentTemplate_uuid}/content/sfdt

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/expectation

Response
422 response Added

GET /api/v1/file/{file_uuid}/download

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/file/{file_uuid}/download/temporary-url

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/files/{model}/{modelUuid}

Response
422 response Added

GET /api/v1/firm

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/group

Response
422 response Added

GET /api/v1/import/keys/{importer}/{mode}

Response
422 response Added

GET /api/v1/import/modes/{importer}

Response
422 response Added

GET /api/v1/logs/{modelType}/{modelUuid}

Response
422 response Added

GET /api/v1/mailboxes/{mailbox_uuid}/folders

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/mailboxes/{mailbox_uuid}/reauthenticate

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/metrics/aum

Response
422 response Added

GET /api/v1/metrics/cases

Response
422 response Added

GET /api/v1/metrics/cases/completed

Response
422 response Added

GET /api/v1/metrics/clients

Response
422 response Added

GET /api/v1/metrics/conversations

Response
422 response Added

GET /api/v1/metrics/documents/generated

Response
422 response Added

GET /api/v1/metrics/fact-finds/sent

Response
422 response Added

GET /api/v1/metrics/files/uploaded

Response
422 response Added

GET /api/v1/metrics/introducers

Response
422 response Added

GET /api/v1/metrics/messages/sent

Response
422 response Added

GET /api/v1/metrics/plans

Response
422 response Added

GET /api/v1/metrics/signatures

Response
422 response Added

GET /api/v1/metrics/tasks

Response
422 response Added

GET /api/v1/metrics/tasks/completed

Response
422 response Added

GET /api/v1/metrics/time-logged

Response
422 response Added

GET /api/v1/migrate-joint-logins

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/navigator/{modelType}/{modelUuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/note/{uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/personal-access-tokens

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/plans/{plan_uuid}/charges

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/plans/{plan_uuid}/expectations

Response
422 response Added

GET /api/v1/plans/{plan_uuid}/reporting/valuations/{subAccount}

Response
422 response Added

GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/portal-engagement/summary

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

GET /api/v1/referral-connections

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/referrals

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/search

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

GET /api/v1/state

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/statement-transaction

Response
422 response Added

GET /api/v1/static/cover-types/{type}

Response
404 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/static/transaction-sub-types/{transactionType}

Response
404 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/task

Response
422 response Added

GET /api/v1/time-entry/{trackable_type}/{trackable_uuid}

Response
422 response Added

GET /api/v1/workflow/{workflow_uuid}/task

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v2/circles/{circle_uuid}/expenditures

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v2/circles/{circle_uuid}/expenditures/{expenditure_uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v2/direct-debit-mandates/{direct_debit_mandate_uuid}/view

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v2/fact-find/blocks/default

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

GET /api/v2/flux

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

GET /api/v2/networth/line-graph

Response
422 response Added

GET /api/v2/plans

Response
422 response Added

GET /api/v2/plans/line-graph

Response
422 response Added

GET /api/v2/plans/{plan_uuid}/returns

Response
422 response Added

GET /api/v2/portal/actions

Response
422 response Added

PATCH /api/v1/addons/seccl/{addon}/client/{account_uuid}

Response
422 response Added

PATCH /api/v1/checklist-item/{checklistItem_uuid}

Response
422 response Added

PATCH /api/v1/checklist/{uuid}

Response
422 response Added

PATCH /api/v1/task/{task_uuid}/complete

Response
422 response Added

PATCH /api/v1/task/{task_uuid}/uncomplete/{taskStatus}

Response
422 response Added

POST /api/v1/account

Response
422 response Added

POST /api/v1/account/check-duplicates

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/account/{account_uuid}/address

Response
422 response Added

POST /api/v1/account/{account_uuid}/check

Response
422 response Added

POST /api/v1/account/{account_uuid}/contact-detail

Response
422 response Added

POST /api/v1/account/{account_uuid}/login

Response
422 response Added

POST /api/v1/addons/be-iq/profiler/invite

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/addons/conquest/client/{client}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/addons/mortgagebrain/mortgage-search

Response
422 response Added

POST /api/v1/addons/nucleus/sync-clients

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/addons/nucleus/sync-plans

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/addons/pensionlab/launch-widget

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/addons/seccl/{addon}/associate-node

Response
422 response Added

POST /api/v1/addons/seccl/{addon}/client

Response
422 response Added

POST /api/v1/addons/seccl/{addon}/client/{account_uuid}/bank-details

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/addons/seccl/{addon}/client/{account_uuid}/direct-debit-mandate/portal-completion

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/addons/seccl/{addon}/client/{account_uuid}/products/{clientProductId}/accept

Response
422 response Added

POST /api/v1/addons/seccl/{addon}/direct-debit-mandate

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/addons/seccl/{addon}/sync-client/{account_uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/addons/seccl/{addon}/sync-clients

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/addons/seccl/{addon}/sync-plan/{plan_uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/addons/seccl/{addon}/sync-plans

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/addons/smartsearch/ukaml/{client_uuid}/run

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/addons/transact/account-opening

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/adviser-split

Response
422 response Added

POST /api/v1/automation-blueprints

Response
422 response Added

POST /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps

Response
422 response Added

POST /api/v1/automation-blueprints/{automationBlueprint_uuid}/trigger

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/bank-statement

Response
422 response Added

POST /api/v1/bank-statement/upload

Response
422 response Added

POST /api/v1/bank-transaction

Response
422 response Added

POST /api/v1/bank-transaction/reconcile

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/bulk-actions/execute

Response
422 response Added

POST /api/v1/business-units

Response
422 response Added

POST /api/v1/business-units/{business_unit_uuid}/members/{action}

Response
422 response Added

POST /api/v1/cases

Response
422 response Added

POST /api/v1/cases-status

Response
422 response Added

POST /api/v1/cases-type

Response
422 response Added

POST /api/v1/cases/{case_uuid}/participants

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/charge

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/charge-split

Response
422 response Added

POST /api/v1/charge-split-schema

Response
422 response Added

POST /api/v1/checklist/{checklist_uuid}/items

Response
422 response Added

POST /api/v1/circles

Response
422 response Added

POST /api/v1/client

Response
422 response Added

POST /api/v1/client-status

Response
422 response Added

POST /api/v1/client-status/{clientStatus}/transfer-clients

Response
422 response Added

POST /api/v1/client/{client_uuid}/dependant

Response
422 response Added

POST /api/v1/client/{client_uuid}/employment

Response
422 response Added

POST /api/v1/client/{client_uuid}/expenditure/sync-to-circle

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/custom

Response
422 response Added

POST /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/custom/{expenditure_uuid}

Response
422 response Added

POST /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/{lifeStageField_uuid}

Response
422 response Added

POST /api/v1/client/{client_uuid}/goal

Response
422 response Added

POST /api/v1/client/{client_uuid}/income

Response
422 response Added

POST /api/v1/client/{client_uuid}/linked-clients

Response
422 response Added

POST /api/v1/client/{client_uuid}/owners

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/client/{client_uuid}/potential-duplicates/dismiss

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/client/{client_uuid}/risk

Response
422 response Added

POST /api/v1/client/{client_uuid}/staff-members

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/clone/{modelType}/{modelUuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/conversation

Response
422 response Added

POST /api/v1/conversation/inline

Response
422 response Added

POST /api/v1/conversation/{conversation_uuid}/admin

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/conversation/{conversation_uuid}/archive

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/conversation/{conversation_uuid}/messages

Response
422 response Added

POST /api/v1/conversation/{conversation_uuid}/messages/inline

Response
422 response Added

POST /api/v1/conversation/{conversation_uuid}/notifications

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/conversation/{conversation_uuid}/participants

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/conversation/{conversation_uuid}/pin

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/conversation/{conversation_uuid}/unarchive

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/custom-default-folder

Response
422 response Added

POST /api/v1/custom-field

Response
422 response Added

POST /api/v1/document

Response
422 response Added

POST /api/v1/document-pack/document-pack

Response
422 response Added

POST /api/v1/document-signing

Response
422 response Added

POST /api/v1/document-template

Response
422 response Added

POST /api/v1/document-template/{documentTemplate_uuid}/content/docx

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/document/{document_uuid}/content/docx

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/employee

Response
422 response Added

POST /api/v1/expectation/balance

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/expectation/calculate

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/expectation/reconcile

Response
422 response Added

POST /api/v1/expectation/unbalance

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/expenditure-structure/field

Response
422 response Added

POST /api/v1/expenditure-structure/field/reorder

Response
422 response Added

POST /api/v1/expenditure-structure/section

Response
422 response Added

POST /api/v1/expenditure-structure/section/reorder

Response
422 response Added

POST /api/v1/expenditure-structure/section/set-custom-expenditure

Response
422 response Added

POST /api/v1/fact-find/request

Response
422 response Added

POST /api/v1/fact-find/request/{factFindRequest_uuid}/complete

Response
422 response Added

POST /api/v1/fact-find/request/{factFindRequest_uuid}/create-account

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
422 response Added

POST /api/v1/fact-find/request/{factFindRequest_uuid}/section/{factFindSchemaSection_uuid}/progress

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
422 response Added

POST /api/v1/fact-find/schema

Response
422 response Added

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/generate-pdf

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
422 response Added

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/section

Response
422 response Added

POST /api/v1/file

Response
422 response Added

POST /api/v1/file/create-file-record

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/file/direct-upload

Response
422 response Added

POST /api/v1/firm/{firm_uuid}/branding

Response
422 response Added

POST /api/v1/firm/{firm_uuid}/settings

Response
422 response Added

POST /api/v1/firm/{firm}/fca

Response
422 response Added

POST /api/v1/folder

Response
422 response Added

POST /api/v1/folder/{folder_uuid}/permissions

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/form

Response
422 response Added

POST /api/v1/form/{form_uuid}/question

Response
422 response Added

POST /api/v1/form/{form_uuid}/section

Response
422 response Added

POST /api/v1/form/{form_uuid}/submission

Response
422 response Added

POST /api/v1/form/{form_uuid}/submission-request/{account_uuid}

Response
422 response Added

POST /api/v1/form/{form_uuid}/submission/{submission_uuid}/answer

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/form/{form_uuid}/submission/{submission_uuid}/submit

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/form/{form_uuid}/unpublish

Response
422 response Added

POST /api/v1/group

Response
422 response Added

POST /api/v1/group/{group_uuid}/participants

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/illustration

Response
422 response Added

POST /api/v1/illustration/{illustration_uuid}/proceed

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/import

Response
422 response Added

POST /api/v1/import/map/{import_uuid}

Response
422 response Added

POST /api/v1/integrations/{passportClient_id}/revoke

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/introducer

Response
422 response Added

POST /api/v1/life-stage

Response
422 response Added

POST /api/v1/life-stage/reorder

Response
422 response Added

POST /api/v1/loa

Response
422 response Added

POST /api/v1/mailboxes

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/me/switch-account

Response
422 response Added

POST /api/v1/migrate-joint-documents-to-circle

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/migrate-joint-logins/{jointAccountLogin_uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/mobile/notification-token

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/my/welcome-widget-tasks/{id}

Response
422 response Added

POST /api/v1/new-business-event

Response
422 response Added

POST /api/v1/note

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/note/{notableType}/{notableUuid}/mentions

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/notifications/read-all

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/notifications/read/{notification_id}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/notifications/subscribe/{subscribeableType}/{subscribeableUuid}

Response
422 response Added

POST /api/v1/notifications/unread/{notification_id}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/notifications/unsubscribe/{subscribeableType}/{subscribeableUuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/personal-access-tokens

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/plans

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/plans/{plan_uuid}/beneficiary

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, name, percentage, cover properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/claim

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, claim_amount, claim_start_date, claim_end_date, claim_notes, client properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/cover

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, cover_type, benefit_amount, benefit_frequency, benefit_status, excess, indexation, client properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/group-scheme-members

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, opened_at, name, type, sub_type, abstract_type, policy_number, proposal_reference, status, inactive_at, inactive_reason, agency_in_your_name, agency_in_your_name_from, originally_sold_by_firm, under_advice, visible_on_client_portal, include_in_client_valuation, show_on_joint, shown_on_circles, review_date, on_panel, is_group_scheme, is_sub_group_scheme, is_group_scheme_member, advice_area, main_account, sub_accounts, provider, covers, claims, total_benefit_amount, total_benefits, latest_valuations, value, valued_at, original_valued_at, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, statistics, cases, tags, is_wrap_product, is_wrap_child, wrap, wrap_children, linked_policy_numbers, can_be_deleted, contract_enquiry_account, custom_fields, external_references, group_scheme, group_scheme_member_detail properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/premiums

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, transfer_type, date_of_transfer_valuation, date_advice_given, premium, premium_monthly, premium_annually, total_premium_to_date, amount, percentage, frequency, source, payment_method, start_date, end_date, pensionable_salary, details, created_by, plan, transferred_from_plan, transferred_from_plan_type, transferred_from_plan_sub_type properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/provider-feed-sync

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/plans/{plan_uuid}/sub-accounts

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, name, policy_number, latest_valuation, is_main_account, active_portfolio, statistics properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, paid_at, value properties Removed
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, fund_name, reference, sector, sedol, isin, citi, units, unit_price, unit_price_raw, purchase_price, is_active, value, sub_account, external_references properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, is_proposed, proposed_at, name properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/sync-holdings

Response
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
409 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, withdrawn_at, value properties Removed
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/sub-group-schemes

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, opened_at, name, type, sub_type, abstract_type, policy_number, proposal_reference, status, inactive_at, inactive_reason, agency_in_your_name, agency_in_your_name_from, originally_sold_by_firm, under_advice, visible_on_client_portal, include_in_client_valuation, show_on_joint, shown_on_circles, review_date, on_panel, is_group_scheme, is_sub_group_scheme, is_group_scheme_member, advice_area, main_account, sub_accounts, provider, covers, claims, total_benefit_amount, total_benefits, latest_valuations, value, valued_at, original_valued_at, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, statistics, cases, tags, is_wrap_product, is_wrap_child, wrap, wrap_children, linked_policy_numbers, can_be_deleted, contract_enquiry_account, custom_fields, external_references, group_scheme properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/transaction

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, plan, sub_account, holding, account, transaction_schedule, provider, type, sub_type, amount, date, notes, status, editable properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/plans/{plan_uuid}/transaction-schedule

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, plan, sub_account, holding, account, provider, provider_controlled, type, sub_type, amount, frequency, start_date, end_date, next_transaction_date, paused_until properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

POST /api/v1/postcode/search

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/provider-statement

Response
422 response Added

POST /api/v1/provider-statement/import

Response
422 response Added

POST /api/v1/provider-statement/upload

Response
422 response Added

POST /api/v1/reaction

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/referral-connections

Response
422 response Added

POST /api/v1/referrals

Response
422 response Added

POST /api/v1/referrals/{referral_uuid}/reject

Response
422 response Added

POST /api/v1/report

Response
422 response Added

POST /api/v1/report-template

Response
422 response Added

POST /api/v1/service-level

Response
422 response Added

POST /api/v1/statement-transaction

Response
422 response Added

POST /api/v1/statement-transaction/auto-reconcile

Response
422 response Added

POST /api/v1/statement-transaction/create-expectations

Response
422 response Added

POST /api/v1/subscribe

Response
422 response Added

POST /api/v1/tag

Response
422 response Added

POST /api/v1/task

Response
422 response Added

POST /api/v1/task-status

Response
422 response Added

POST /api/v1/task/{task_uuid}/checklists

Response
422 response Added

POST /api/v1/time-entry

Response
422 response Added

POST /api/v1/unipass/certificate

Response
422 response Added

POST /api/v1/upload-files

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/upload-files/create

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/webhooks/{webhookTarget_uuid}

Response
500 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

POST /api/v1/workflow

Response
422 response Added

POST /api/v1/workflow/{workflow_uuid}/run

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/workflow/{workflow_uuid}/task

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/checklists

Response
422 response Added

POST /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/participants

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v2/addresses

Response
422 response Added

POST /api/v2/bank-accounts

Response
422 response Added

POST /api/v2/circles/{circle_uuid}/expenditures/{lifeStage_uuid}/custom

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v2/circles/{circle_uuid}/expenditures/{lifeStage_uuid}/custom/{expenditure_uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v2/circles/{circle_uuid}/expenditures/{lifeStage_uuid}/{lifeStageField_uuid}

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v2/contact-details

Response
422 response Added

POST /api/v2/dependants

Response
422 response Added

POST /api/v2/employments

Response
422 response Added

POST /api/v2/fact-find/blocks/reorder

Response
422 response Added

POST /api/v2/fact-find/fact-find-questions/{fact_find_question_uuid}/factFindQuestionCondition

Response
422 response Added

POST /api/v2/fact-find/questions/custom-field

Response
422 response Added

POST /api/v2/fact-find/questions/reorder

Response
422 response Added

POST /api/v2/fact-find/sections/reorder

Response
422 response Added

POST /api/v2/fact-find/session

Response
422 response Added

POST /api/v2/fact-find/templates

Response
422 response Added

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/clone

Response
422 response Added

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/generate-pdf

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections

Response
422 response Added

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections/{factFindSection_uuid}/blocks

Response
422 response Added

POST /api/v2/goals

Response
422 response Added

POST /api/v2/income

Response
422 response Added

POST /api/v2/plans/{plan_uuid}/linked-policy-numbers

Response
422 response Added

POST /api/v2/risks

Response
422 response Added

POST /api/v2/shareholder

Response
422 response Added

POST /api/v2/valuations/bulk

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking
422 response Added

POST /api/v2/webhook-subscriptions

Response
422 response Added

POST /api/v2/webhook-subscriptions/calls/{outgoingWebhookCall_uuid}/retry

Response
401 response Modified
- application/json content type Modified
  - message property Modified
    - Property is now required
      Breaking

PUT /api/v1/account/{account_uuid}/address/{uuid}

Response
422 response Added

PUT /api/v1/account/{account_uuid}/check/{uuid}

Response
422 response Added

PUT /api/v1/account/{account_uuid}/contact-detail/{uuid}

Response
422 response Added

PUT /api/v1/account/{account_uuid}/login/{uuid}

Response
422 response Added

PUT /api/v1/account/{uuid}

Response
422 response Added

PUT /api/v1/addon-subscriptions/{addonSubscription_uuid}

Response
422 response Added

PUT /api/v1/adviser-split/{adviserSplit_uuid}

Response
422 response Added

PUT /api/v1/automation-blueprints/{automationBlueprint_uuid}

Response
422 response Added

PUT /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps/{blueprintStep_uuid}

Response
422 response Added

PUT /api/v1/bank-statement/{bankStatement_uuid}

Response
422 response Added

PUT /api/v1/bank-transaction/{bankTransaction_uuid}

Response
422 response Added

PUT /api/v1/business-units/{business_unit_uuid}/branding

Response
422 response Added

PUT /api/v1/business-units/{uuid}

Response
422 response Added

PUT /api/v1/cases-status/{uuid}

Response
422 response Added

PUT /api/v1/cases-type/{uuid}

Response
422 response Added

PUT /api/v1/cases/{uuid}

Response
422 response Added

PUT /api/v1/charge-split-schema/{chargeSplitSchema_uuid}

Response
422 response Added

PUT /api/v1/charge-split/{chargeSplit_uuid}

Response
422 response Added

PUT /api/v1/charge/{uuid}

Response
422 response Added

PUT /api/v1/circles/{circle_uuid}/fact-find-access

Response
422 response Added

PUT /api/v1/circles/{uuid}

Response
422 response Added

PUT /api/v1/client-status/{clientStatus_uuid}

Response
422 response Added

PUT /api/v1/client/{client_uuid}/dependant/{uuid}

Response
422 response Added

PUT /api/v1/client/{client_uuid}/employment/{uuid}

Response
422 response Added

PUT /api/v1/client/{client_uuid}/goal/{uuid}

Response
422 response Added

PUT /api/v1/client/{client_uuid}/income/{uuid}

Response
422 response Added

PUT /api/v1/client/{client_uuid}/linked-clients/{uuid}

Response
422 response Added

PUT /api/v1/client/{client_uuid}/owners/personal-details/{owner_uuid}

Response
422 response Added

PUT /api/v1/client/{client_uuid}/risk/{uuid}

Response
422 response Added

PUT /api/v1/client/{client_uuid}/staff-members/{uuid}

Response
422 response Added

PUT /api/v1/client/{uuid}

Response
422 response Added

PUT /api/v1/conversation/{conversation_uuid}/messages/{uuid}

Response
422 response Added

PUT /api/v1/conversation/{uuid}

Response
422 response Added

PUT /api/v1/custom-default-folder/{customDefaultFolder_uuid}

Response
422 response Added

PUT /api/v1/custom-field/{customField_uuid}

Response
422 response Added

PUT /api/v1/document-pack/document-pack/{uuid}

Response
422 response Added

PUT /api/v1/document-template/{documentTemplate_uuid}

Response
422 response Added

PUT /api/v1/document/{uuid}

Response
422 response Added

PUT /api/v1/employee/{uuid}

Response
422 response Added

PUT /api/v1/expectation/{uuid}

Response
422 response Added

PUT /api/v1/expenditure-structure/field/{lifeStageField_uuid}

Response
422 response Added

PUT /api/v1/expenditure-structure/section/{lifeStageSection_uuid}

Response
422 response Added

PUT /api/v1/fact-find/schema/{factFindSchema_uuid}

Response
422 response Added

PUT /api/v1/fact-find/schema/{factFindSchema_uuid}/section/{factFindSchemaSection_uuid}

Response
422 response Added

PUT /api/v1/file/{file_uuid}/copy

Response
422 response Added

PUT /api/v1/file/{uuid}

Response
422 response Added

PUT /api/v1/firm/{uuid}

Response
422 response Added

PUT /api/v1/folder/{uuid}

Response
422 response Added

PUT /api/v1/form/{form_uuid}/question/{uuid}

Response
422 response Added

PUT /api/v1/form/{form_uuid}/section/{uuid}

Response
422 response Added

PUT /api/v1/form/{form_uuid}/submission-request/{submissionRequest_uuid}

Response
422 response Added

PUT /api/v1/form/{uuid}

Response
422 response Added

PUT /api/v1/group/{uuid}

Response
422 response Added

PUT /api/v1/illustration/{uuid}

Response
422 response Added

PUT /api/v1/introducer/{uuid}

Response
422 response Added

PUT /api/v1/life-stage/{lifeStage_uuid}

Response
422 response Added

PUT /api/v1/mailboxes/{uuid}

Response
422 response Added

PUT /api/v1/me

Response
422 response Added

PUT /api/v1/new-business-event/{newBusinessEvent_uuid}

Response
422 response Added

PUT /api/v1/note/{uuid}

Response
422 response Added

PUT /api/v1/oauth/connections/{oauthConnection_uuid}

Response
422 response Added

PUT /api/v1/plans/{plan_uuid}/beneficiary/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, name, percentage, cover properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/claim/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, claim_amount, claim_start_date, claim_end_date, claim_notes, client properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/cover/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, cover_type, benefit_amount, benefit_frequency, benefit_status, excess, indexation, client properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/ownership

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, opened_at, name, type, sub_type, abstract_type, policy_number, proposal_reference, status, inactive_at, inactive_reason, agency_in_your_name, agency_in_your_name_from, originally_sold_by_firm, under_advice, visible_on_client_portal, include_in_client_valuation, show_on_joint, shown_on_circles, review_date, on_panel, is_group_scheme, is_sub_group_scheme, is_group_scheme_member, advice_area, main_account, sub_accounts, provider, covers, claims, total_benefit_amount, total_benefits, latest_valuations, value, valued_at, original_valued_at, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, statistics, cases, tags, is_wrap_product, is_wrap_child, wrap, wrap_children, linked_policy_numbers, can_be_deleted, contract_enquiry_account, custom_fields, external_references properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/premiums/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, transfer_type, date_of_transfer_valuation, date_advice_given, premium, premium_monthly, premium_annually, total_premium_to_date, amount, percentage, frequency, source, payment_method, start_date, end_date, pensionable_salary, details, created_by, plan, transferred_from_plan, transferred_from_plan_type, transferred_from_plan_sub_type properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, paid_at, value properties Removed
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, fund_name, reference, sector, sedol, isin, citi, units, unit_price, unit_price_raw, purchase_price, is_active, value, sub_account, external_references properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, is_proposed, proposed_at, name properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, valued_at, value, sub_account properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, withdrawn_at, value properties Removed
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, name, policy_number, latest_valuation, is_main_account, active_portfolio, statistics properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/transaction-schedule/{transactionSchedule_uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, plan, sub_account, holding, account, provider, provider_controlled, type, sub_type, amount, frequency, start_date, end_date, next_transaction_date, paused_until properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{plan_uuid}/transaction/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, plan, sub_account, holding, account, transaction_schedule, provider, type, sub_type, amount, date, notes, status, editable properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/plans/{uuid}

Response
409 response Modified
- application/json content type Modified
  - uuid, created_at, updated_at, opened_at, name, type, sub_type, abstract_type, policy_number, proposal_reference, status, inactive_at, inactive_reason, agency_in_your_name, agency_in_your_name_from, originally_sold_by_firm, under_advice, visible_on_client_portal, include_in_client_valuation, show_on_joint, shown_on_circles, review_date, on_panel, is_group_scheme, is_sub_group_scheme, is_group_scheme_member, advice_area, main_account, sub_accounts, provider, covers, claims, total_benefit_amount, total_benefits, latest_valuations, value, valued_at, original_valued_at, client, accounts, seller, linked_owners, linked_plans, visible_to_circles, statistics, cases, tags, is_wrap_product, is_wrap_child, wrap, wrap_children, linked_policy_numbers, can_be_deleted, contract_enquiry_account, custom_fields, external_references properties Removed
    - Removing a resource is always breaking unless it was deprecated before
      Breaking
  - message property Added
422 response Added

PUT /api/v1/provider-statement/{providerStatement_uuid}

Response
422 response Added

PUT /api/v1/report-template/{reportTemplate_uuid}

Response
422 response Added

PUT /api/v1/service-level/{uuid}

Response
422 response Added

PUT /api/v1/statement-transaction/{statementTransaction_uuid}

Response
422 response Added

PUT /api/v1/tag/{uuid}

Response
422 response Added

PUT /api/v1/task-status/{taskStatus_uuid}

Response
422 response Added

PUT /api/v1/task/{uuid}

Response
422 response Added

PUT /api/v1/time-entry/{uuid}

Response
422 response Added

PUT /api/v1/workflow/{uuid}

Response
422 response Added

PUT /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}

Response
422 response Added

PUT /api/v2/addresses/{uuid}

Response
422 response Added

PUT /api/v2/bank-accounts/{uuid}

Response
422 response Added

PUT /api/v2/contact-details/{uuid}

Response
422 response Added

PUT /api/v2/dependants/{uuid}

Response
422 response Added

PUT /api/v2/employments/{uuid}

Response
422 response Added

PUT /api/v2/fact-find/blocks/{factFindBlock_uuid}

Response
422 response Added

PUT /api/v2/fact-find/factFindQuestionCondition/{uuid}

Response
422 response Added

PUT /api/v2/fact-find/questions/{factFindQuestion_uuid}

Response
422 response Added

PUT /api/v2/fact-find/sections/{factFindSection_uuid}

Response
422 response Added

PUT /api/v2/fact-find/templates/{factFindTemplate_uuid}

Response
422 response Added

PUT /api/v2/goals/{uuid}

Response
422 response Added

PUT /api/v2/income/{uuid}

Response
422 response Added

PUT /api/v2/mortgage-searches/{uuid}

Response
422 response Added

PUT /api/v2/plans/{plan_uuid}/linked-policy-numbers/{uuid}

Response
422 response Added

PUT /api/v2/risks/{uuid}

Response
422 response Added

PUT /api/v2/shareholder/{uuid}

Response
422 response Added

PUT /api/v2/webhook-subscriptions/{uuid}

Response
422 response Added

1 day ago

Change #70b6b96d

v1.132.2

Compare

1 day ago

Change #3f2cc192

v1.132.1

Compare

1 day ago

Change #a2f45b43

v1.132.0

Compare

2 days ago

Change #d94b866d

v1.131.0

Compare

3 days ago

Change #f9139bbf

v1.130.4

Compare

3 days ago

Change #71b01c5f

v1.130.3

Breaking

Compare

32 structure changes including:

31 Breaking changes

1 Modification

31 Removals

Modified 1 Breaking

GET /api/v2/fact-find/session/{factFindSession_uuid}/launch

Path went from /api/v2/fact-find-session/{factFindSession_uuid}/launch to /api/v2/fact-find/session/{factFindSession_uuid}/launch (same operationId)
Path
factFindSession path parameter Removed
- Removing a resource is always breaking unless it was deprecated before
  Breaking

Removed 31 Breaking

DELETE /api/v2/fact-find-circle-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom/{expenditure_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

DELETE /api/v2/fact-find-employments/{factFindSession_uuid}/{employment_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

DELETE /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom/{factFindExpenditure_group_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

DELETE /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/{lifeStageField_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

DELETE /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

DELETE /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}/notes/{factFindNote}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/fact-find-circle-expenditures/{factFindSession_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/fact-find-employments/{factFindSession_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/fact-find-expenditures/{factFindSession_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/fact-find-launch/{factFindSession_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/fact-find-session/{factFindSession_uuid}/account/{account_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/life-stage/{factFindSession_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}/diff

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}/notes

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/addons/be-iq/profiler/invite-fact-find/{factFindSession_uuid}/{account_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/fact-find-circle-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/fact-find-circle-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom/{expenditure_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/fact-find-circle-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/{lifeStageField_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom/{factFindExpenditure_group_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/{lifeStageField_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/postcode/{factFindSession_uuid}/search

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/submissions/add-user/{factFindSession_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}/approve

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}/complete

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}/notes

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}/reject

Removing a resource is always breaking unless it was deprecated before
Breaking

PUT /api/v2/fact-find-employments/{factFindSession_uuid}/{employment_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

PUT /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

PUT /api/v2/submissions/{factFindSession_uuid}/account/{account_uuid}/notes/{factFindNote_uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

4 days ago

Change #04e7e973

v1.130.1

Compare

4 days ago

Change #86211e8f

v1.130.0

Breaking

Compare

3 structure changes including:

3 Modifications

Modified 3 Breaking

GET /api/v2/fact-find/session/{factFindSession_uuid}/launch

Path went from /api/v2/fact-find-session/{factFindSession_uuid}/launch to /api/v2/fact-find/session/{factFindSession_uuid}/launch (same operationId)
Path
factFindSession_uuid path parameter Modified
- Type went from string to integer
  Breaking

POST /api/v1/account

Body
application/json content type Modified
- alternative Modified
  - Create Employee Account alternative Modified
    - departments property Modified
      - Type went from string to array[string]
        Breaking

PUT /api/v1/account/{uuid}

Body
application/json content type Modified
- alternative Modified
  - Update Client Account alternative Modified
    - groups property Modified
      - Type went from array[string(uuid)] to array[string(uuid)] | null
  - Update Employee Account alternative Modified
    - departments property Modified
      - Property is now required
        Breaking
      - Type went from string to array[string]
        Breaking
    - groups property Modified
      - Type went from array[string(uuid)] to array[string(uuid)] | null
  - Update Introducer Account alternative Modified
    - groups property Modified
      - Type went from array[string(uuid)] to array[string(uuid)] | null

4 days ago

Change #aa200338

v1.129.9

Breaking

Compare

4 structure changes including:

3 Additions

1 Modification

Modified 1 Breaking

GET /api/v2/fact-find/session/{factFindSession_uuid}/launch

Path went from /api/v2/fact-find-session/{factFindSession_uuid}/launch to /api/v2/fact-find/session/{factFindSession_uuid}/launch (same operationId)
Path
factFindSession_uuid path parameter Modified
- Type went from string to integer
  Breaking

Added 3

DELETE /api/v2/fact-find-employments/{factFindSession_uuid}/{employment_uuid}

POST /api/v1/client/{client_uuid}/expenditure/sync-to-circle

PUT /api/v2/fact-find-employments/{factFindSession_uuid}/{employment_uuid}

4 days ago

Change #17409adf

v1.129.8

Breaking

Compare

3 structure changes including:

3 Modifications

Modified 3 Breaking

GET /api/v1/bank-statement

Query
include query parameter Added

GET /api/v1/provider-statement

Query
include query parameter Added

GET /api/v2/fact-find/session/{factFindSession_uuid}/launch

Path went from /api/v2/fact-find-session/{factFindSession_uuid}/launch to /api/v2/fact-find/session/{factFindSession_uuid}/launch (same operationId)
Path
factFindSession_uuid path parameter Modified
- Type went from string to integer
  Breaking

7 days ago

Change #3caead4b

v1.129.7

Breaking

Compare

2 structure changes including:

2 Modifications

Modified 2 Breaking

GET /api/v2/fact-find/session/{factFindSession_uuid}/launch

Path went from /api/v2/fact-find-session/{factFindSession_uuid}/launch to /api/v2/fact-find/session/{factFindSession_uuid}/launch (same operationId)
Path
factFindSession_uuid path parameter Modified
- Type went from string to integer
  Breaking

GET /api/v2/plans/{plan_uuid}/returns

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - time_weighted_return property Modified
    - time_weighted_return.growth_value property Added

8 days ago

Change #d8d9dbbd

v1.129.6

Compare

9 days ago

Change #6e0d67c7

v1.129.5

Compare

9 days ago

Change #41f8474a

1.129.4

Breaking

Compare

60 structure changes including:

36 Additions

24 Modifications

Modified 24 Breaking

DELETE /api/v1/fact-find/request/{factFindRequest_uuid}

Operation is now deprecated

DELETE /api/v1/fact-find/schema/{factFindSchema_uuid}

Operation is now deprecated

DELETE /api/v1/fact-find/schema/{factFindSchema_uuid}/section/{factFindSchemaSection_uuid}

Operation is now deprecated

GET /api/v1/circles/{circle_uuid}/fact-find-requests

Operation is now deprecated

GET /api/v1/fact-find/request

Operation is now deprecated

GET /api/v1/fact-find/request/{factFindRequest_uuid}

Operation is now deprecated

GET /api/v1/fact-find/request/{factFindRequest_uuid}/section

Operation is now deprecated

GET /api/v1/fact-find/schema

Operation is now deprecated

GET /api/v1/fact-find/schema/{factFindSchema_uuid}

Operation is now deprecated

GET /api/v1/fact-find/schema/{factFindSchema_uuid}/section

Operation is now deprecated

GET /api/v1/fact-find/schema/{factFindSchema_uuid}/section/{factFindSchemaSection_uuid}

Operation is now deprecated

GET /api/v2/fact-find/session/{factFindSession_uuid}/launch

Path went from /api/v2/fact-find-session/{factFindSession_uuid}/launch to /api/v2/fact-find/session/{factFindSession_uuid}/launch (same operationId)
Path
factFindSession_uuid path parameter Modified
- Type went from string to integer
  Breaking

PUT /api/v1/fact-find/schema/{factFindSchema_uuid}/section/{factFindSchemaSection_uuid}

Operation is now deprecated

PUT /api/v1/fact-find/schema/{factFindSchema_uuid}

Operation is now deprecated

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/unarchive

Operation is now deprecated

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/section

Operation is now deprecated

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/generate-pdf

Operation is now deprecated

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/archive

Operation is now deprecated

POST /api/v1/fact-find/schema

Operation is now deprecated

POST /api/v1/fact-find/request/{factFindRequest_uuid}/section/{factFindSchemaSection_uuid}/progress

Operation is now deprecated

POST /api/v1/fact-find/request/{factFindRequest_uuid}/finish

Operation is now deprecated

POST /api/v1/fact-find/request/{factFindRequest_uuid}/create-account

Operation is now deprecated

POST /api/v1/fact-find/request/{factFindRequest_uuid}/complete

Operation is now deprecated

POST /api/v1/fact-find/request

Operation is now deprecated

Added 36

PUT /api/v2/fact-find/templates/{factFindTemplate_uuid}

PUT /api/v2/fact-find/sections/{factFindSection_uuid}

PUT /api/v2/fact-find/questions/{factFindQuestion_uuid}

PUT /api/v2/fact-find/factFindQuestionCondition/{uuid}

PUT /api/v2/fact-find/blocks/{factFindBlock_uuid}

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/unpublish

DELETE /api/v2/fact-find/blocks/{factFindBlock_uuid}

DELETE /api/v2/fact-find/factFindQuestionCondition/{uuid}

DELETE /api/v2/fact-find/questions/{factFindQuestion_uuid}

DELETE /api/v2/fact-find/sections/{factFindSection_uuid}

DELETE /api/v2/fact-find/session/{factFindSession_uuid}

DELETE /api/v2/fact-find/templates/{factFindTemplate_uuid}

GET /api/v2/fact-find/blocks/default

GET /api/v2/fact-find/blocks/{factFindBlock_uuid}

GET /api/v2/fact-find/sections/{factFindSection_uuid}

GET /api/v2/fact-find/session

GET /api/v2/fact-find/session/{factFindSession_uuid}

GET /api/v2/fact-find/templates

GET /api/v2/fact-find/templates/{factFindTemplate_uuid}

GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/active-sessions

GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/questions

GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/questions/{factFindQuestion_uuid}

GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections

GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections/{factFindSection_uuid}/blocks

POST /api/v2/fact-find/blocks/reorder

POST /api/v2/fact-find/fact-find-questions/{fact_find_question_uuid}/factFindQuestionCondition

POST /api/v2/fact-find/questions/custom-field

POST /api/v2/fact-find/questions/reorder

POST /api/v2/fact-find/sections/reorder

POST /api/v2/fact-find/session

POST /api/v2/fact-find/templates

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/clone

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/generate-pdf

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/publish

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections

POST /api/v2/fact-find/templates/{factFindTemplate_uuid}/sections/{factFindSection_uuid}/blocks

9 days ago

Change #1b64b0b3

v1.129.3

Compare

2 structure changes including:

2 Additions

Added 2

GET /api/v1/static/dependant-relationship-types

GET /api/v1/static/relationship-types

11 days ago

Change #837e683d

v1.129.1

Compare

11 days ago

Change #e7055617

v1.129.0

Compare

11 days ago

Change #16759d56

v1.128.9

Compare

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