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Sep
24
2025
Release Notes

September 24, 2025 Release Notes

API Credential Transfer Documentation

  • Updated API Credential Transfer indicating that FIRM and SRO SAAs automatically have "administrator" level access to the "API Account Transfer" entitlement and they MUST self-entitle "user" access to themselves or other users within their firm/organization to claim orphaned credentials. FIRM and SRO Account Administrators (AA) Do NOT automatically have this entitlement and must be granted access by an SAA

 

Branch Delta Dataset

Enhancement

  • Added a new boolean field called "hasAdditionalChanges". This field returns "true" if there are additional changes made to the branch besides the branch getting created for a given dateTime range. For regular branch updates, this field will always be "false". Adding this field clarifies that, in addition to the branch being created, there were other changes made to the branch.

 

Individual Registration Validation and Individual Registration Validation Details Dataset

Enhancement

  • Added registrations.categories field. The new field provides registration categories when a regulator is an SRO.

Bug Fixes

  • Fixed the issue where registrations.status was not being populated when regulator was an SRO.
  • Fixed issue related registrations.isInactiveOrSuspended not being populated intermittently.