Sep
5
2024
Release Notes

September 5th, 2024 Release Notes

Following API changes are now available production.

Composite Individual Dataset

  1. Updated firmAssociations.locations.instanceNumber so that it displays a unique identifier for the location. Data type for the field has also been updated from int to long . 
  2. Added 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. Added 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. 
    2. obj.branch.firmCrdNumber : Provides CRD number of the firm that the branch belongs to
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