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Accounts API 0.13.1 OpenAPI doc - Mar 31st, 2025

  • Removed required fields from GenericCode (name, value)

  • Added physicalDocument to RemittanceInformation

  • Removed required fields from PartyDescriptor

  • Removed required fields from PersonDescriptor

  • Added count attribute to TransactionResponse

  • Added primaryIndicator to PartyRelatedAccount

  • Added relationshipId to PaymentCard

  • Added deposits to CustomerRelationship

  • Added politicallyExposedOrganization to OrganizationProfile

  • [Braking Change] Renamed dateOfBith.eq to dateOfBirth.eq - typo

  • [Braking Change] Renamed personRol.eq to personRole.eq - typo

  • See DIFF md

Accounts API 0.12.6 OpenAPI doc - Jan 8th, 2025

  • Added Address Book Management

  • Changed pagination parameters to not required

  • Added new endpoint to delete Account Holds

  • Added new endpoint to retrieve Person Statements

  • Added new endpoint to retrieve Organization Statements

  • Added new HTTP error on Internal Transfer Request

  • Added productId and codes to RelatedAccount

  • Added initialFundingSource, products, and documents to Account

  • Added frequency to CommunicationChannel

  • Added beneficiaryAmount to Account Related Party

  • Corrected postalAddresses to type array on Account Related Party

  • Added limits to PaymentCard

  • Added nextFrequency, nextStatementDate, and serviceChargeDate to Statement

  • Added valid dates to ServicerAlert

  • Added originalTerms to AccountHistory

  • Added descriptionLines to Transaction details

  • Added legalName to Person and Organizations

  • Added phones, mails, and postalAddresses to OrganizationDescriptor

  • Added reason and reasonDescription to Loan status

  • [Braking Change] Changed communicationMethod to communicationMethods - extension

  • See DIFF md

Accounts API 0.11.3 OpenAPI doc - Nov 8th, 2024

  • Added Reward Program Management
  • Added pricingStrategyId to Account and Loan
  • Added instruction to RepaymentSchedule
  • Added frequency to RepaymentBillDetails
  • Added documentId, identifiers to AccountContract
  • Added employment and identityQuestions to PartyDescriptor
  • Added cardHolder information to PaymentCard
  • Added projectedDates to Organization
  • Added propertyPurpose, paymentDetails, and cards to Loan
  • See DIFF md

Accounts API 0.11.0 OpenAPI doc - Oct 4th, 2024

  • Added contact information to AccountDescriptor
  • Added contact and postalAddresses to AccountParty information
  • Added audit attributes: creationBranchId and creationUser
  • Added alternate and regular payment schedule to AccountPayment
  • Added delinquentDays to RepaymentSchedule
  • Added billingOption to RepaymentBillDetails
  • Added alternativeTerms attribute to AccountContractTerm
  • Added Account Profile attributes: balances, customerType, creditReview, eCOACode
  • Added inactiveDate to Party Relation
  • Added pricingStrategyId and charges to Product and PaymentCard
  • Added graduationDate to PersonProfile
  • Added identifiers and structuredName to PaymentCardRelatedParty
  • [Braking Change] Removed currentBalance attribute - Never mapped
  • [Braking Change] Removed documentId from PowerOfAttorney - Never mapped
  • [Braking Change] Removed loanBranchId from Loan - Never mapped
  • [Braking Change] Renamed check to checks - Typo
  • See DIFF md

Accounts API 0.9.0 OpenAPI doc - Sep 4th, 2024

  • Added new search parameters on GET /accounts

  • Added new search parameters on GET /relationships

  • Added RewardProgram and Document Management

  • Added contact information to Account.parties

  • Removed required fields from codes list

  • Added paymentAmount attribute to AccountPayment

  • Added balances to AccountPayout

  • Removed required fields from PaymentCardDescriptor

  • Added description to codes list

  • Added the following attributes to StandingOrder: paymentReason, nextPaymentDate, delayDays, minimumIndicator, depositMatchIndicator, paymentDescription, balances

  • Added imageSequence, printer to Check

  • Added postingType, cash, dispenser attributes to InternalTransfer

  • Added relatedAccounts, parties, balances, card attributes to AccountHold

  • Added documents attribute to Parties

  • Added parties attribute to PaymentCardRequest

  • [Bracking Change] Renamed lastModificationChannel to lastModificacionChannel - Typo

  • [Bracking Change] Removed domain, family, subfamily attributes from Transaction Codes - Never used

  • [Bracking Change] Changed accounts attributes on OrganizationAccountResponse: [AccountDescription -> PartyRelatedAccount] - Design Error

  • [Bracking Change] Renamed accruedCapitalisationAmount to accruedCapitalizationAmount - Typo

  • [Bracking Change] Removed accountType, loanBranchId fields from Loans - Design error, never used

  • [Bracking Change] Renamed lastForeingTransferMonth to lastForeignTransferMonth - Typo

  • [Bracking Change] Renamed foreignIDIndicator to foreingIDIndicator - Typo

  • [Bracking Change] Renamed residenceMortage to residenceMortgage - Typo

  • [Bracking Change] Renamed ammountCalculationDate to amountCalculationDate - Typo

  • [Bracking Change] Renamed mortage to mortgage - Typo

  • [Bracking Change] Removed documentId from Account contract - Never used

  • See DIFF md

Accounts API 0.8.0 OpenAPI doc - Jul 12th, 2024

  • InternalTransfer extension (settlement, relatedAccounts, parties, balances, charges, dispenser, )
  • Check Extension (issuer, codes, printer)
  • [Breaking Change] Change propert InternalTransfer.chashNotes, to InternalTransfer.cash.cashNotes (object -> object) - Cash Header Extension
  • [Breaking Change] Change response type required fields of ⁠GET /organizations/{organizationId}/accounts (Account -> AccountDescriptor) - Fix
  • See DIFF md

Accounts API 0.7.0 OpenAPI doc - Jul 4th, 2024

  • Add Missing Pagination Parameters
  • Add PaymentCard search parameters
  • Add CoreFormatMode in header parameters
  • Add GET /loans operation
  • Set AccountDescriptor.identifiers as not required
  • Change Identifiers number, schemeName length
  • Add types values to AccountOwnershipType, AccountStatus, PartyType, BalanceName Type Values, AuditActivityType, taxStatus
  • Set RelatedAccount.accountRelationType as not required
  • Set balance.balanceName as not required
  • Account Extension
  • Transaction Refactor
  • Frequency Extension
  • Set TemporalDuration.value as not required
  • ContactDetails Refacor
  • Loan Extension
  • Add CommunicationChannel.authorizedPerson
  • AccountDetailedParty Refactor
  • AccountProfile Extension
  • CreditRankingScale Extension
  • Product Extension and Management
  • Person Extension
  • PaymentCard Extension
  • [Breaking Change] PersonDescriptor postalAddresses (object -> array) - Typo
  • [Breaking Change] Rename transaction.payment to transaction.paymentId - Design Error
  • [Breaking Change] Remove domain, family, subfamily properties from Transaction - Never Mapped Properties
  • [Breaking Change] Operation getPaymentCardById returned a collection, now returns a PaymentCard - Design Error
  • [Breaking Change] Correct required field mismatch in GenericAccountCode - Typo
  • [Breaking Change] Rename AccountIdentification.identifier, to AccountIdentification.number - Design Error, could lead to mapping errors
  • [Breaking Change] Rename PaymentCardIdentification.identification, to PaymentCardIdentification.number - Design Error, could lead to mapping errors
  • [Breaking Change] Change Account.comments String to Object - Design Extension
  • [Breaking Change] Rename annualPercentajeYieldFrequency to annualPercentageYieldFrequency - Typo
  • [Breaking Change] Rename annualPercentajeYield to annualPercentageYield - Typo
  • [Breaking Change] Change Account.status.processEvents String to Object - Design Extension
  • [Breaking Change] Remove dateNextInterest - Design Error, Already exists nextInterestDate
  • [Breaking Change] Remove period from AccountPayout - Design Error, Already exists in AccountPayout.frequency

Accounts API 0.6.2 OpenAPI doc - May 9th, 2024

  • Property rename InterestCalculation.code to InterestCalculation.interestCode (string) [Mapping error]

  • Account Limit Extension

  • Frequency Extension

  • Structured Name Extension

  • Identifiers Extension

  • Contact Information Extension

  • Postal Address Extension

  • Person Extension (Documents and Users)

  • See DIFF md

Accounts API 0.6.1 OpenAPI doc - April 26th, 2024

  • Swagger errors fixed

Accounts API 0.6.0 OpenAPI doc - April 26th, 2024

  • Version number changed to match Payments API.

Accounts API 0.5.1 OpenAPI doc - April 19th, 2024

  • Swagger errors fixed

Accounts API 0.5.0 OpenAPI doc - February 22nd, 2024

  • Version number changed to match Payments API.

Accounts API 0.4.0 OpenAPI doc - February 22nd, 2024

  • Frequency extension
  • Limit extension
  • Variable interest extension

Accounts API 0.3.5 OpenAPI doc - February 22nd, 2024

  • Sanding Order to Payments API
  • Internal Transfer extension

Accounts API 0.3.4 OpenAPI doc - February 22nd, 2024

  • Loan Exposure
  • Person Descriptor extension
  • Postal Address extension
  • Statement extension
  • Mortage Loan extension
  • Loan Repayment extension

Accounts API 0.3.3 OpenAPI doc - January 17th, 2024

  • Account holds
  • Customer Relationships
  • Person Descriptor extension
  • Variable Interest refactor
  • Loan extension

Accounts API 0.3.2 OpenAPI doc - October 25th, 2023

  • Frees Request schema for PATCH operation
  • Adds PUT Operation on Accounts
  • Adds header Core Validation Mode on PUT, PATCH, POST Account operations.
  • Adds different content types on PUT, PATCH, POST Responses
  • Adds Account Status values
  • Adds Account Party Roles
  • Adds Audit Channels
  • Adds new Account attributes
  • Adds Account History
  • Adds new Frequency attributes
  • Adds new Interest Calculation attributes
  • Adds new Communication Channels attributes
  • Adds Account Print Option attributes
  • Adds Servicer Alerts
  • Adds new Payment Card attributes
  • Refactors Account detailed attributes
  • Adds Account attributes

Accounts API 0.3.1 OpenAPI doc - September 6th, 2023

  • Detailed definition of interests and taxes.
  • Relationship Status
  • Communication Channel History
  • Payment Card Business Name

Accounts API 0.3.0 OpenAPI doc - August 30th, 2023

  • Relationship management.

Accounts API 0.2.1 OpenAPI doc - August 23th, 2023

  • New attributes on account descriptor.
  • Refactor of statement resource.
  • Servicer alerts.
  • Date period fix.
  • New frequency attributes.
  • New charge attributes.
  • New restriction attributes.
  • New person profile attributes and refactor.
  • New person attributes.
  • New phone attributes.
  • New communication channel attributes.
  • Relationship Id on person and account.
  • New tax attributes and refactor.
  • Customer Identification Program attributes.
  • New payment card attributes.
  • Offset algorithms.

Accounts API 0.2.0 OpenAPI doc - June 30th, 2023

  • Ledger account management.
  • Internal transfers betweeh ledger accounts and other accounts.
  • Account composite id.
  • New attributes on party profile.

Accounts API 0.1.2 OpenAPI doc - April 28th, 2023

  • Search HTTP Status Fix.
  • Required Fields for the requests and the responses.
  • List Descriptive Resources.

Accounts API 0.1.1 OpenAPI doc - April 21th, 2023

  • AllOf bug fix.

Accounts API 0.1.0 OpenAPI doc - April 14th, 2023

  • Version number change.