Changelog

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April 30, 2024

API Updates April 2024

API
  • For the DDS report, two new fields created_at and updated_at have been added to the links object.
  • The subtype query parameter in the Financial Accounts endpoint now supports new enum values: VARIABLE_UNIVERSAL_LIFE, ROTH, ROLLOVER, OTHER.
  • Create Order endpoints have been modified to include loan_processor_name and loan_processor_email as part of the Loan object.
  • A new refresh_approved boolean field has been added to the Update Order endpoint as an approval indicator for account reconnection notifications.
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