1 structure change including:
1 Addition
Added
1
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/sync-holdings
19 structure changes including:
1 Addition
18 Modifications
Modified
18
PUT /api/v1/plans/{uuid}
- Response
-
200 response Modified
- advice_area, can_be_deleted properties Added
PUT /api/v1/introducer/{uuid}
- Response
-
200 response Modified
- can_be_deleted property Added
PUT /api/v1/employee/{uuid}
- Response
-
200 response Modified
- can_be_deleted property Added
PUT /api/v1/client/{uuid}
- Body
-
content type Modified
- client_regulatory_classification property Added
- Response
-
200 response Modified
- can_be_deleted property Added
PUT /api/v1/account/{uuid}
- Response
-
200 response Modified
- can_be_deleted property Added
POST /api/v1/plans
- Response
-
200 response Modified
- advice_area, can_be_deleted properties Added
-
200 (1) response Modified
- advice_area, can_be_deleted properties Added
-
200 (2) response Modified
- advice_area, can_be_deleted properties Added
-
200 (3) response Modified
- advice_area, can_be_deleted properties Added
-
200 (4) response Modified
- advice_area, can_be_deleted properties Added
-
200 (5) response Modified
- advice_area, can_be_deleted properties Added
-
200 (6) response Modified
- advice_area, can_be_deleted properties Added
-
200 (7) response Modified
- advice_area, can_be_deleted properties Added
-
200 (8) response Modified
- advice_area, can_be_deleted properties Added
-
200 (9) response Modified
- advice_area, can_be_deleted properties Added
POST /api/v1/introducer
- Response
-
200 response Modified
- can_be_deleted property Added
POST /api/v1/employee
- Response
-
200 response Modified
- can_be_deleted property Added
POST /api/v1/client
- Body
-
content type Modified
- client_regulatory_classification property Added
- Response
-
200 response Modified
- can_be_deleted property Added
POST /api/v1/account
- Response
-
200 response Modified
- can_be_deleted property Added
GET /api/v1/plans/{uuid}
- Response
-
200 response Modified
- advice_area, can_be_deleted properties Added
GET /api/v1/introducer/{uuid}
- Response
-
200 response Modified
- can_be_deleted property Added
GET /api/v1/employee/{uuid}
- Response
-
200 response Modified
- can_be_deleted property Added
GET /api/v1/employee
- Response
-
200 response Modified
- can_be_deleted property Added
GET /api/v1/client/{uuid}
- Response
-
200 response Modified
- can_be_deleted property Added
GET /api/v1/client
- Response
-
200 response Modified
- can_be_deleted property Added
GET /api/v1/account/{uuid}
- Response
-
200 response Modified
- can_be_deleted property Added
DELETE /api/v1/employee/{uuid}
- Response
-
200 response Modified
- can_be_deleted property Added
Added
1
GET /api/v1/static/client-regulatory-classifications
42 structure changes including:
10 Breaking changes
15 Additions
17 Modifications
10 Removals
Modified
17
Breaking
POST /api/v1/introducer
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
POST /api/v1/employee
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
POST /api/v1/client
- Body
-
content type Modified
- assigned_paraplanner_uuid property Added
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
GET /api/v1/plans/{uuid}
- Response
-
200 response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
GET /api/v1/introducer/{uuid}
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
GET /api/v1/employee/{uuid}
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
GET /api/v1/employee
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
GET /api/v1/client/{uuid}
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
GET /api/v1/client/{client_uuid}/wealth
- Response
-
200 response Modified
- total_wealth_now, total_wealth_last_month, recent_change_percentage properties Removed
- valued_at, networth, total_assets, total_liabilities, total_protection properties Added
- Query
- date, filter[include_other_plans] query parameters Added
GET /api/v1/client/{client_uuid}/plans
- Query
- filter[include_other_plans] query parameter Added
GET /api/v1/client
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
- Query
- filter[status] query parameter Added
DELETE /api/v1/employee/{uuid}
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
POST /api/v1/plans
- Body
-
content type Modified
- show_on_joint property Added
- Response
-
200 response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (1) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (2) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (3) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (4) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (5) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (6) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (7) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (8) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
-
200 (9) response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
PUT /api/v1/client/{uuid}
- Body
-
content type Modified
- assigned_paraplanner_uuid property Added
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
PUT /api/v1/employee/{uuid}
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
PUT /api/v1/introducer/{uuid}
- Response
-
200 response Modified
- groups property Modified
- task_board_uuid property Removed
- type, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account properties Added
PUT /api/v1/plans/{uuid}
- Body
-
content type Modified
- show_on_joint property Added
- Response
-
200 response Modified
- fields property Removed
- 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, review_date, on_panel properties Added
Removed
10
Breaking
DELETE /api/v1/account/{account_uuid}/address/{uuid}
DELETE /api/v1/account/{account_uuid}/contact-detail/{id}
GET /api/v1/account/{account_uuid}/address
GET /api/v1/account/{account_uuid}/address/{uuid}
GET /api/v1/account/{account_uuid}/contact-detail
GET /api/v1/account/{account_uuid}/contact-detail/{id}
POST /api/v1/account/{account_uuid}/address
POST /api/v1/account/{account_uuid}/contact-detail
PUT /api/v1/account/{account_uuid}/address/{uuid}
PUT /api/v1/account/{account_uuid}/contact-detail/{id}
Added
15
PUT /api/v1/account/{uuid}
PUT /api/v1/account/{account_uuid}/contact-detail/{id}
PUT /api/v1/account/{account_uuid}/address/{uuid}
POST /api/v1/account/{account_uuid}/contact-detail
POST /api/v1/account/{account_uuid}/address
POST /api/v1/account
GET /api/v1/account/{uuid}
GET /api/v1/account/{account_uuid}/contact-detail/{id}
GET /api/v1/account/{account_uuid}/contact-detail
GET /api/v1/account/{account_uuid}/address/{uuid}
GET /api/v1/account/{account_uuid}/address
GET /api/v1/account
DELETE /api/v1/account/{uuid}
DELETE /api/v1/account/{account_uuid}/contact-detail/{id}
DELETE /api/v1/account/{account_uuid}/address/{uuid}
27 structure changes including:
5 Breaking changes
22 Additions
5 Removals
Removed
5
Breaking
PUT /api/v1/client/{client_uuid}/expense/{uuid}
POST /api/v1/client/{client_uuid}/expense
GET /api/v1/client/{client_uuid}/expense/{uuid}
GET /api/v1/client/{client_uuid}/expense
DELETE /api/v1/client/{client_uuid}/expense/{uuid}
Added
22
PUT /api/v1/life-stage/{lifeStage_uuid}
PUT /api/v1/expenditure-structure/section/{lifeStageSection_uuid}
PUT /api/v1/expenditure-structure/field/{lifeStageField_uuid}
POST /api/v1/life-stage/reorder
POST /api/v1/life-stage
POST /api/v1/expenditure-structure/section/reorder
POST /api/v1/expenditure-structure/section
POST /api/v1/expenditure-structure/field/reorder
POST /api/v1/expenditure-structure/field
POST /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/{lifeStageField_uuid}
GET /api/v1/life-stage/{lifeStage_uuid}
GET /api/v1/life-stage
GET /api/v1/expenditure-structure/section/{lifeStageSection_uuid}
GET /api/v1/expenditure-structure/section
GET /api/v1/expenditure-structure/field/{lifeStageField_uuid}
GET /api/v1/expenditure-structure/field
GET /api/v1/client/{client_uuid}/expenditure/{id}
GET /api/v1/client/{client_uuid}/expenditure
DELETE /api/v1/life-stage/{lifeStage_uuid}
DELETE /api/v1/expenditure-structure/section/{lifeStageSection_uuid}
DELETE /api/v1/expenditure-structure/field/{lifeStageField_uuid}
DELETE /api/v1/client/{client_uuid}/expenditure/{uuid}
10 structure changes including:
10 Modifications
Modified
10
Breaking
GET /api/v1/expectation/{uuid}
- Response
-
200 response Modified
- author property Added
GET /api/v1/statement-transaction
- Response
-
200 response Modified
- filename property Removed
- net_amount, agency_number, product_reference, adviser_name, sender_id_sib_number, reason, scheme_name, scheme_number, customer_number, policy_market_value properties Added
GET /api/v1/statement-transaction/{statementTransaction_uuid}
- Response
-
200 response Modified
- filename property Removed
- net_amount, agency_number, product_reference, adviser_name, sender_id_sib_number, reason, scheme_name, scheme_number, customer_number, policy_market_value properties Added
POST /api/v1/bank-statement/upload
- Response
-
200 response Modified
- filename property Removed
- net_amount, agency_number, product_reference, adviser_name, sender_id_sib_number, reason, scheme_name, scheme_number, customer_number, policy_market_value properties Added
POST /api/v1/expectation/reconcile
- Response
-
200 response Modified
- author property Added
POST /api/v1/provider-statement/upload
- Response
-
200 response Modified
- filename property Removed
- net_amount, agency_number, product_reference, adviser_name, sender_id_sib_number, reason, scheme_name, scheme_number, customer_number, policy_market_value properties Added
POST /api/v1/statement-transaction
- Response
-
200 response Modified
- filename property Removed
- net_amount, agency_number, product_reference, adviser_name, sender_id_sib_number, reason, scheme_name, scheme_number, customer_number, policy_market_value properties Added
POST /api/v1/statement-transaction/{statementTransaction_uuid}/unreconcile-expectation
- Response
-
200 response Modified
- filename property Removed
- net_amount, agency_number, product_reference, adviser_name, sender_id_sib_number, reason, scheme_name, scheme_number, customer_number, policy_market_value properties Added
PUT /api/v1/expectation/{uuid}
- Response
-
200 response Modified
- author property Added
PUT /api/v1/statement-transaction/{statementTransaction_uuid}
- Body
-
content type Modified
- sender_id_sib_number, reason, scheme_name, scheme_number, customer_number, policy_market_value properties Added
- Response
-
200 response Modified
- filename property Removed
- net_amount, agency_number, product_reference, adviser_name, sender_id_sib_number, reason, scheme_name, scheme_number, customer_number, policy_market_value properties Added