Owner of Entities
How IF platform separates the data that belongs to you and your clients
As a customer of IF, you can manage both your operations and your clients' operations seamlessly. This distinction is managed using the owner field, which can have a value of either organization or client. Refer to the APIs listed below for more detailed information:
- Accounts
- Incoming Transfers
- Beneficiaries
- Beneficiary Bank Accounts
- Outgoing Transfers
- Exchange Transactions
- Generic Transactions
If the owner of an entity is set to organization, you can expect the clientId to always be null across all these APIs. The clientId parameter is only valid when the owner is set to client.
Future Breaking Change:
Apart from the Accounts API, which has a separate set of endpoints for managing organization data, all "List" APIs will eventually include data for both organization and client when no owner filter is specified.
Currently, to maintain backward compatibility, these APIs default to listing only client data when no owner filter is applied. However, this behaviour will change by the end of 2024.
Action Required:
If you are already integrated with the IF Platform, please ensure that you explicitly include the owner=client filter in your API calls before the end of 2024 to avoid potential disruptions.
Updated 6 months ago