Pfolio Development Update

The API sprint has now finished and exciting progress is being made with our integration with the transfers gateway and pension integration!

What we have completed in this sprint is as follows:

Create user — When creating a user a set password email is not sent

To ensure that when a new user is created they are able to set their own password we send a set password email. This email contains a link personal to the user so they can create their password for their user record. This enables access for the user to be quick and efficient.

Adviser recommendation — Accept a recommendation

As part of the adviser recommendation process, we have completed the endpoint where a client can accept a recommendation. A client can receive a recommendation and accept the account and payment detail that has been provided. Once this has been accepted by the client, the account and expected payments will be created against the client record. To find the details as to how to create a recommendation click here.

We are continuing our development to allow patch updates on a model. This will continue into the next sprint with a view to complete this within the sprint.

The planning has been completed for the next sprint, in addition to the ongoing integration with the transfers gateway and pension provider development we hope to complete the following:

• Add an LEI data field to a model
• BUG — When requesting a second verify email this errors
• BUG — Email is not sent when a withdraw instruction is requested.

If you have any questions please do give me a shout.

Thanks again

Hannah