News & Updates

Our planned release for the evening of August 30th has been rescheduled to the evening of September 4th.  The following API changes that are now available in the QA Test Environment will be included in this release.

Composite Individual Dataset

1. Update to firmAssociations.locations.instanceNumber so that it displays a unique identifier for the location. Data type for the field is also being updated from int to long . 
2. Add two new fields below
   1. occurrences.disclosures.submittingFirmCrdNumber :  Provides CRD number of the firm which originally submitted the disclosure via Form U4 or U5
   2. occurrences.disclosures.regulatorName : Provides regulator name in case of U6 disclosures

Composite Branch Dataset

1. Add two new fields below
   1. obj.branch.arrangements.primaryResponsibilityEmploymentFlag : Indicates whether the branch office has primary responsibility for decisions relating to the employment and remuneration of its associated individuals at the location. This field maps to "empDcsnFl" field from the webeft report.
   2. obj.branch.firmCrdNumber : Provides CRD number of the firm that the branch belongs to