News & Updates

Following API changes are now available in QA Test Environment and will be deployed to production on June 28th, 2024 evening.

Composite Individual

1. Added firmAssociations.Registrations.creationEventIdentifier . This new identifier can be mapped to instanceNumber under events. This will help map events and registrations for an individual.
2. Updated locations.typeCode to indicate location type ( Located At or Supervised From) instead of individual's role type
3. Added a new field called locations.roleCode to indicate individual's role type (Example - STAFF , SUPERVISOR, PIC)
4. Added following Residential Supervisory Location related fields:
   1. locations.residentialSupervisoryLocation.residentialSupervisoryLocationIndicator : This field indicates whether a non-registered branch location has been identified as a Residential Supervisory Location in accordance to rule 3110.19.
   2. locations.residentialSupervisoryLocation.startDate : This field indicates the startDate for RSL
   3. locations.residentialSupervisoryLocation.endDate: This field indicates the endDate for RSL
   4. locations.residentialSupervisoryLocation.lastUpdatedTS: This field indicates the last updated dateTime stamp for the RSL

1. Added an ability to do Residential Supervisory location update via U4 submission. Sample RSL request payload is included under U4 documentation.

1. Added affiliatedFirmAssociation section that was missing in the API response
2. Added following Residential Supervisory Location related fields:
   1. firmAssociations.officelocations.residentialSupervisoryLocationIndicator : This field indicates whether a non-registered branch location has been identified as a Residential Supervisory Location in accordance to rule 3110.19.