Jul
2
2025
Release Notes

July 2nd 2025 Release Notes

API Console

  • Added a new button labeled "Manage Billing Info" to give users the ability to easily view and manage their billing information.

U4 and U5 

  • Added support for identifier-based paths for operations on affiliated firms. Please see JSON sample here for reference.

 

Composite Individual

Enhancement

  • Added a waiver object under investmentAdvisorConinuingEducation.requirements, ensuring all fields under IAR Continuing Education are now provided by Composite Individual dataset. Please see Composite Individual Schema to see description of the new fields added under the new waiver object.

Bug Fixes

  • Added filingIdentifier, submittingFirmCrdNumber, submittingFirmCrdName to the dataset response under occurences.disclosures section in Bond disclosures Version 05/2009.
  • Added dispositionTypeCode to  occurences.disclosures section and removed dispositionDetails from Bond disclosures Version 05/2009.
  • Fixed disclosureEventDateDetails to bring correct value in Bond disclosures Version 05/2009.

 

 

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