Release Notes for Organization Account APIs: 11/12/2024

We are replacing House Accounts by a new concept called Organization accounts. You can access them via backoffice and Platform API. Please refer to new Bank Accounts & Transaction Accounts docs for more details on the account structure. They are created for your specific needs by IF Team while your instance is setup.

Transactions on organization accounts are handled using the existing transaction APIs. Therefore, you'll see an addition of owner field on all transaction models and a couple of minor changes on the models based on the transaction type.

All list transaction APIs have a filter by owner option. Ideally, these APIs should return all data regardless of the value of owner. However, to be able to backward compatible we have to set clientas the default value for now. We expect all of our customers to send clientfilter parameter explicitly as soon as possible. After that, we can drop the default value and all list transaction APIs start to list client & organization transactions by default.

Please refer to Service Provider Account Models & Flow of Funds sections of the guides based on your service provider's account model.