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6 structure changes including:
1 Addition
5 Modifications
Modified 5
GET /api/v1/client/{client_uuid}/new-business-events
  • Query
  • filter[status], filter[proposed_date_to], filter[proposed_date_from], filter[contribution_type] query parameters Added
GET /api/v1/new-business-event/{newBusinessEvent_uuid}
  • Response
  • 200 response Modified
    • contribution_type_notes, proposal_date, status properties Added
GET /api/v1/plans/{plan_uuid}/new-business-events
  • Query
  • filter[status], filter[proposed_date_from], filter[proposed_date_to], filter[contribution_type] query parameters Added
POST /api/v1/new-business-event
  • Body
  • content type Modified
    • premium_amount, premium_frequency, start_date properties Modified
    • contribution_type_notes, proposal_date, status properties Added
  • Response
  • 201 response Modified
    • contribution_type_notes, proposal_date, status properties Added
PUT /api/v1/new-business-event/{newBusinessEvent_uuid}
  • Body
  • content type Modified
    • premium_frequency, start_date properties Modified
    • contribution_type_notes, premium_amount, premium_currency, proposal_date, status properties Added
  • Response
  • 200 response Modified
    • contribution_type_notes, proposal_date, status properties Added
Added 1
GET /api/v1/static/new-business-events-statuses
2 structure changes including:
2 Modifications
Modified 2 Breaking
POST /api/v1/account/{account_uuid}/login
  • Body
  • content type Modified
    • write property Removed
    • has_write_permission, has_delete_permission properties Added
PUT /api/v1/account/{account_uuid}/login/{uuid}
  • Body
  • content type Modified
    • write property Removed
    • has_write_permission, has_delete_permission properties Added
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}