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Jan 22, 2025

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1.0.0
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API structure has changed

16 structure changes including:
2 Additions
14 Modifications
Modified 14
GET /api/v1/account/{account_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/addons/seccl/{addon}/client/{account_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • aml_passed property Added
GET /api/v1/cases/{case_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/circles/{circle_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/conversation/{conversation_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/firm/{firm_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/folder/{folder_uuid}/tree
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/folder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/illustration/{illustration_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/plans/{plan_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v2/portal/actions
  • Query
  • per_page query parameter Added
GET /api/v2/risks
  • Query
  • filter[level], filter[level_string], filter[completed_after], filter[completed_before], filter[risk_assessment_provider], filter[time_horizon_set_after], filter[time_horizon_set_before], filter[account_uuids], filter[circle_uuids] query parameters Added
POST /api/v1/folder
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
PUT /api/v1/folder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
Added 2
GET /api/v1/circles/{circle_uuid}/accounts
GET /api/v1/circles/{circle_uuid}/form-submissions