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Changelog

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1 structure change including:
1 Modification
Modified 1 Breaking
GET /api/v1/charge-split-schema
  • Query
  • filter[type] query parameter Removed
  • filter[valid_for_advisers], filter[valid_for_clients], filter[valid_for_introducers] query parameters Added
1 structure change including:
1 Addition
Added 1
POST /api/v1/statement/{statement_uuid}/unlock
2 structure changes including:
2 Modifications
Modified 2
POST /api/v1/client
  • Body
  • content type Modified
    • adaption_details_notes property Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • adaption_details_notes property Added
19 structure changes including:
19 Modifications
Modified 19 Breaking
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{id}
  • Response
  • 200 response Modified
    • provider_reference property Removed
    • policy_number property Added
GET /api/v1/expected-payment
  • Response
  • 200 response Modified
    • provider_reference property Removed
    • policy_number property Added
GET /api/v1/expected-payment/{expectedPayment_uuid}
  • Response
  • 200 response Modified
    • provider_reference property Removed
    • policy_number property Added
GET /api/v1/plans/{plan_uuid}/sub-accounts/{id}
  • Response
  • 200 response Modified
    • provider_reference property Removed
    • policy_number property Added
POST /api/v1/client
  • Body
  • content type Modified
    • direct_report_uuid, administrator_uuid properties Removed
    • assigned_adviser_uuid, assigned_administrator_uuid properties Added
POST /api/v1/employee
  • Body
  • content type Modified
    • direct_report_uuid property Removed
    • assigned_adviser_uuid property Added
POST /api/v1/expected-payment
  • Response
  • 200 response Modified
    • provider_reference property Removed
    • policy_number property Added
POST /api/v1/expected-payment/csv
  • Response
  • 200 response Modified
    • provider_reference property Removed
    • policy_number property Added
POST /api/v1/introducer
  • Body
  • content type Modified
    • direct_report_uuid property Removed
    • assigned_adviser_uuid property Added
POST /api/v1/plans
  • Body
  • content type Modified
    • provider_reference property Removed
    • policy_number property Added
POST /api/v1/plans/{plan_uuid}/sub-accounts
  • Body
  • content type Modified
    • provider_reference property Removed
    • policy_number property Added
POST /api/v1/workflow/{workflow_uuid}/task
  • Body
  • content type Modified
    • auto_assign_direct_report, auto_assign_administrator properties Removed
    • auto_assign_assigned_adviser, auto_assign_assigned_administrator properties Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • direct_report_uuid, administrator_uuid properties Removed
    • assigned_adviser_uuid, assigned_administrator_uuid properties Added
PUT /api/v1/employee/{uuid}
  • Body
  • content type Modified
    • direct_report_uuid property Removed
    • assigned_adviser_uuid property Added
PUT /api/v1/expected-payment/{expectedPayment_uuid}
  • Body
  • content type Modified
    • provider_reference property Removed
    • policy_number property Added
  • Response
  • 200 response Modified
    • provider_reference property Removed
    • policy_number property Added
PUT /api/v1/introducer/{uuid}
  • Body
  • content type Modified
    • direct_report_uuid property Removed
    • assigned_adviser_uuid property Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{id}
  • Body
  • content type Modified
    • provider_reference property Removed
    • policy_number property Added
  • Response
  • 200 response Modified
    • provider_reference property Removed
    • policy_number property Added
PUT /api/v1/plans/{uuid}
  • Body
  • content type Modified
    • provider_reference property Removed
    • policy_number property Added
PUT /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}
  • Body
  • content type Modified
    • auto_assign_direct_report, auto_assign_administrator properties Removed
    • auto_assign_assigned_adviser, auto_assign_assigned_administrator properties Added
13 structure changes including:
13 Modifications
Modified 13 Breaking
GET /api/v1/expected-charge/{expectedCharge_uuid}
  • Response
  • 200 response Modified
    • reconciliations property Added
GET /api/v1/expected-payment
  • Response
  • 200 response Modified
    • expected_charge_reconciliations, payment_reconciliations properties Added
GET /api/v1/expected-payment/{expectedPayment_uuid}
  • Response
  • 200 response Modified
    • expected_charge_reconciliations, payment_reconciliations properties Added
GET /api/v1/payment/{uuid}
  • Response
  • 200 response Modified
    • expected_payments property Removed
    • reconciliations property Added
GET /api/v1/statement/{statement_uuid}/provider-statement/{providerStatement_uuid}
  • Response
  • 200 response Modified
    • unreconciled_expected_payments_count property Removed
    • total_amount, reconciled_charges_amount, reconciled_payments_amount properties Added
GET /api/v1/statement/{uuid}
  • Response
  • 200 response Modified
    • unreconciled_expected_charges_count, unreconciled_expected_payments_count, expectedPayments properties Removed
    • expected_payments property Added
POST /api/v1/expected-payment
  • Response
  • 200 response Modified
    • expected_charge_reconciliations, payment_reconciliations properties Added
POST /api/v1/payment
  • Response
  • 201 response Modified
    • expected_payments property Removed
    • reconciliations property Added
POST /api/v1/payment/csv
  • Response
  • 201 response Modified
    • expected_payments property Removed
POST /api/v1/statement/{statement_uuid}/lock
  • Response
  • 200 response Modified
    • unreconciled_expected_charges_count, unreconciled_expected_payments_count, expectedPayments properties Removed
    • expected_payments property Added
PUT /api/v1/expected-charge/{expectedCharge_uuid}
  • Response
  • 200 response Modified
    • reconciliations property Added
PUT /api/v1/expected-payment/{expectedPayment_uuid}
  • Response
  • 200 response Modified
    • expected_charge_reconciliations, payment_reconciliations properties Added
PUT /api/v1/payment/{uuid}
  • Response
  • 200 response Modified
    • expected_payments property Removed
    • reconciliations property Added
5 structure changes including:
5 Modifications
Modified 5
GET /api/v1/note/{notableType}/{notableUuid}
  • Query
  • filter[type] query parameter Added
POST /api/v1/expected-payment/csv
  • Body
  • content type Modified
    • date property Added
POST /api/v1/introducer
  • Body
  • content type Modified
    • charge_split_schema_uuid property Added
POST /api/v1/note
  • Body
  • content type Modified
    • type property Added
PUT /api/v1/note/{uuid}
  • Body
  • content type Modified
    • type property Added
5 structure changes including:
5 Modifications
Modified 5 Breaking
GET /api/v1/client/{client_uuid}/risk/{uuid}
  • Response
  • 200 response Modified
    • risk_assessment_provider, time_horizon, time_horizon_set_at properties Added
POST /api/v1/client
  • Body
  • content type Modified
    • is_poa_registered_epa_or_lpa property Modified
POST /api/v1/client/{client_uuid}/risk
  • Body
  • content type Modified
    • risk_assessment_provider, time_horizon properties Added
  • Response
  • 201 response Modified
    • risk_assessment_provider, time_horizon, time_horizon_set_at properties Added
PUT /api/v1/client/{client_uuid}/risk/{uuid}
  • Body
  • content type Modified
    • risk_assessment_provider, time_horizon properties Added
  • Response
  • 200 response Modified
    • risk_assessment_provider, time_horizon, time_horizon_set_at properties Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • is_poa_registered_epa_or_lpa property Modified
4 structure changes including:
4 Modifications
Modified 4
GET /api/v1/firm/{uuid}
  • Response
  • 200 response Modified
    • task_board_template property Added
POST /api/v1/firm/{firm_uuid}/branding
  • Response
  • 200 response Modified
    • task_board_template property Added
POST /api/v1/firm/{firm_uuid}/settings
  • Response
  • 200 response Modified
    • task_board_template property Added
PUT /api/v1/firm/{uuid}
  • Response
  • 200 response Modified
    • task_board_template property Added
1 structure change including:
1 Modification
Modified 1
GET /api/v1/client/{client_uuid}/risk
  • Query
  • include query parameter Added