Change Log Version 1.0.1 - June 12, 2024

Changes

1. Improved Descriptions based on internal and external feedback to add more clarity and readability on the following APIs

Customers:

• Add Customer - Business
• Add Customer - Consumer
• Add Shareholder
• Update Shareholder
• Add Legal Representative
• Update Legal Representative
• Create Login for a Legal Representative
• Get Customer
• Update Customer - Business
• Update Customer - Consumer
• Update Customer Status
• Get Questionnaires By Product

Accounts:

• Add a Consumer Account
• Add a Business Account
• Update Account Status
• Add Legal Representative to an Account
• Remove Legal Representative from an Account
• Update Account Category
• Get Account
• Get All Accounts
• Add Fee Profile
• Get Fee Profile by Account Number
• Update Fee Profile by Account Number

Payments:

• US Domestic Payments
  • ACH
    • Outbound ACH Debit
    • Outbound ACH Credit
  • WIRE
    • Outbound WIRE Debit
• Fee:
  • Get Fee

Transactions:

• Get Transactions by Reference Number
• List Transactions by Account

Devices:

• Initiate Device Registration
• Complete Device Registration

Login:

• Login

2. Payload Request and Response Table details are updated to improve field descriptions, mandatory/conditional mandatory and sample values