• Transaction

  • A new filter options accountAssetId is available now, to fetch transaction history based on a given accountAssetId
  • Counterparty Name and Id will be available now in the transaction response for the upcoming transactions

• Others changes (These will not have any effect in the API uses/integrations)

  • Logging improvements
  • Improvements in counterparty status

• Company Due Diligence

  • Removed businessManagementOrgChart from the Company Due Diligence - For new Company Due Diligence businessManagementOrgChart object is not needed now and got removed from the new request and response structure.
  • Removed PUT /v1/company-due-diligences/{companyDueDiligenceId}/business-management-org-chart endpoint: As businessManagementOrgChart got removed, thus this api also got removed now.

• Counterparties

  • In Counterparty APIs profile is structure got updated updated. please refer Counterparties API guides for more info

• Banking Application

  • Add account id field in banking application response.

• Company Due Diligence

  • Removed taxIdAndCertificationDocument from the Company Due Diligence - For new Company Due Diligence taxIdAndCertificationDocument object is not needed now and got removed from the new request and response.

  • In Company Due Diligence area file under businessInformation.primaryTradeAreas got removed - For the new Company Due Diligence, the area file under businessInformation.primaryTradeAreas got removed. Please refer to the API Docs for more details.

  • Removed PUT /v1/company-due-diligences/{companyDueDiligenceId}/tax-id-and-certification API - As taxIdAndCertificationDocument is not needed now, thus this API is removed.

  • bankingResolutionDoc in Company Due Diligence is now optional - Please refer to the API Docs for more details.

• Counterparties

  • In Counterparty APIs profile.relationshipToCustomer is mandatory now

  • In Counterparty api there are 2 separate fields for name firstName and lastName instead of name - Please refer to the API Docs for the latest request and response fields.

• Removed some extra fields from APIs- Some extra field from withdrawal, transaction API got removed, please refer to the API Docs for the latest request and response fields.

• Some extra US states got removed from GET /v1/get/{country} response for US country - The unsupported states got removed from the Geo API response for the US country.

• For company customer of Unincorporated Associations, Sole Proprietorship entity type, Associate party of type entity not needed now - If company customer profile entityType is of UNINCORPORATED_ASSOCIATIONS or SOLE_PROPRIETORSHIP entity type, then Associate party of type entity must not be provided now.

• There is should be a space between phone number country code and number - phone number should be E.164 format with a space between country code and number. for eg. +1 4844760077.

• Migrated from ObjectID to UUID - From now on all the PAF Documents will use UUIDs as the unique identifier for every document.

• Removed _id from the documents - Every document has a unique ID which is the UUID, Based on new updates, _id is removed from the documents and id is used as the unique identifier for every document.

• Removed createdAt and updatedAt in the documents - Most of the subdocuments have createdAt and updatedAt fields which are removed from the documents.

• Updated API for Company Associate - to allow multiple associated party creation in Create Association API.

• Agreement API - To sign an agreement we have 2 endpoints now, one to get the agreement and the other to sign the agreement.

• Renamed assetAccountId to accountAssetId in the withdrawal API.

• Enhancements

  • New filter operators are introduced, please refer to Filter section in the Developer Guide.
  • Error linking enhancement - Better error reporting and linking to the actual error in the request.

• Changes in Company Association API structure to improve the integration experience. Please refer to the Company Association API section in the Developer Guide.

Welcome to the Park Avenue Finances Changelog. This document serves as a comprehensive record of all updates, enhancements, and bug fixes that have been made to the Park Avenue Finances platform. Our aim is to maintain transparency with our users and stakeholders by providing detailed insights into the continuous improvements and innovations within our services.

The changelog is structured to help you easily navigate through the history of changes, understand the impact of each update, and stay informed about the latest features and functionalities available to you. Whether you are a developer, manager, or a partner, staying up-to-date with our changelog will ensure you can make the most out of Park Avenue Finances.

Each entry in the changelog is carefully documented to include the version number, release date, and a detailed description of changes including new features, improvements to existing functionalities, and any bug fixes. Our goal is to improve your experience on our platform, enhance performance, and introduce innovative financial solutions that meet your needs.

We encourage you to review the changelog regularly to stay informed about the latest developments at Park Avenue Finances. Your feedback on these updates is invaluable to us as we strive to refine and expand our offerings in alignment with your financial goals and requirements.