Jun
3
2024
Release Notes

June 3rd, 2024 Release Notes and Documentation Updates

  1. Launched Accounting Dataset enabling firms to access accounting transactions for a given date range in ET (Eastern Time).
  2. Composite Individual Dataset Updates
    1. Updated Composite Individual Dataset to allow querying of individuals who were terminated in the last 30 days from the current date. This change brings it on par with the Individual Delta Dataset. Previously, the Composite Individual Dataset only returned individual terminated in the last 29 days.
    2. Updated format for annualContinuingEducation.bdCeYearlyData.asssignedCourses.AssignedDate field from string to date. 
  3. Composite Branch Dataset Updates
    1. Fixed intermitted access issue 
    2. Updated eftReportAttributeName for BranchCode
  4. Added JSON samples for following:
    1. BR Amendment using operation.
    2. U4 Amendment to add new registrations for filing and affiliated firms.
    3. U5 Full Termination with Affiliated Firms
  5. Added Local Schema Files for following:
    1. U4 
    2. U5
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