Changelog

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February 28, 2025

API Updates – February 28, 2025

API
  • Verification of Assets (VOA) reports API updates:
    • A new field, large_deposit_threshold, has been added to the Retrieve an assets report endpoint. This field specifies the amount that must be met or exceeded for deposits to be considered large for VOA reports.
  • Customization Templates API updates:
    • A new field, large_deposit_threshold, has been added to the report attribute of the CustomizationTemplate for List All, Retrieve, and Create template endpoints.
    • Default values for days_requested and large_deposit_threshold are returned in the Retrieve a customization template endpoint if not provided in the template, ensuring prefilled values where necessary. The default value for days_requested is 60, and for large_deposit_threshold, it’s 500.
    • The minimum value for days_requested in the CustomizationTemplate object has been updated to 30.
    • The hidden_sections object now always includes all fields in API responses.
  • Orders API updates:
    • A new field, income_insights_report_id, has been added to the Retrieve an order endpoint to support bank income reports
      • Available by Mar 7th
    • A new endpoint, Retrieve an order invoice, has been added. This endpoint returns an order invoice by the Order’s ID.
    • New values, alkami and blue_sage have been added to the Source list to support a new platform type for the Retrieve an order endpoint.
    • A new field, completed_at, has been added to the OrderResponse object in Order endpoints to store the date and time when an order was successfully completed
  • User API updates:
    • A new field, income_insights_report_id, has been added to the Retrieve a user endpoint
      • Available by Mar 7th
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