Changelog
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1.3.25

  • Minor bug fixes and improvements

1.3.24

  • Investor subscription creation failure now shows a more descriptive error message
  • Minor bug fixes and improvements

1.3.23

  • Fixed error in setting responsibleParty when creating transaction actions (CU-86dypw4nf)

1.3.22

  • Added ability to reject pending subscriptions through /reject endpoint
  • Conditional questionnaires no longer created if no applicable questions to user
  • Minor fixes and improvements

1.3.21

  • Added externalTransactionId to Transaction endpoint, which returns a truncated (20 characters) version of the Transaction ID for external parties that do not support UUID formats
  • Added new status transitions to SPVs to accommodate secondary trading capabilities

1.3.20

  • Added ability to see approval messages in SPV audit logs
  • Replaced CashReceived and CashDelivered statuses for Transaction with a single Settled status representing banking completion

1.3.19

  • Minor bug fixes and improvements

1.3.18

  • Added Questionnaires to transaction actions, which can be used to handle non-standard subscription document questions including conditional questions (ex. based on user's state of residence)
  • Minor bug fixes and improvements

1.3.17

  • New email login links as a login option
  • Added advisorId field to v2 IOIs
  • Added ability for Partners to see SPV transaction actions through the Alts Desk
  • Minor bug fixes and improvements

1.3.16

  • CRD and Broker now optional fields for Financial Advisor
  • Added document links to Transaction endpoint