Pfolio Development Update
Over the last few sprints we have been working hard to get the following things live. The documents for these features have been updated on the developers site:
Marketing consent
You can store a client’s marketing preference.
https://developers.seccl.tech/#update-client-marketing-consent
Documents
You now have two ways of downloading a contract note for a completed trade.
Stream: https://developers.seccl.tech/#contract-note-get-stream
Pre authenticated url: https://developers.seccl.tech/#contract-note-pre-authenticated-signed-url
Messages
There have been a number of updates to client messages. A message will be created for any changes to the client’s accounts or profile.
Message docs: https://developers.seccl.tech/#message
Price Queries
You can now see a range of prices for a given asset.
Prices docs: https://developers.seccl.tech/#list-prices-for-an-instrument
Change of password
You can now provide forgotten password for a client using the following endpoints.
Reset password request: https://developers.seccl.tech/#reset-password-request
Set Password from Reset Password Token: https://developers.seccl.tech/#set-password-from-reset-password-token
Change Password with an Authenticated Token: https://developers.seccl.tech/#change-password-with-an-authenticated-token
BREAKING CHANGES
Address Details
We have recently made updates to how we capture address details to include the following additional fields:
- Department
- Building Number
- Building Name
- Flat Number
At least one of these data fields is required when completing an address for a client.
Bank details
Bank details are now optional when setting up a new client. They are still required when setting up a new account.
Future breaking Changes
Pagination will have pageSize set to 50 by default. You can mitigate against this change by always sending ?pageSize=50 with current GET requests that return an array of data
See pagination docs: https://developers.seccl.tech/#pagination
Roadmap
- Ex-ante projection calculations
- Reporting on transactions that coincide with client updates
- Maintain your own instruments universe
Please get in touch if you want to discuss any of these updates. We’d be happy to talk.
See you at the next update!