🚀 1. Release Notes

[IDM] Add prefix and suffix information to IDM contact related API

• Summary: IDM contact now has two more fields, prefix and suffix. Related APIs will be updated accordingly.

• Area of impact:

  • GET - List contacts
  • POST - Create contact
  • GET - Get contact
  • PUT - Update contact

• Released date: August 12, 2025

• Specs:

  • Two new parameters added to the create contact and the update contact
  
  • Two fields (prefix, suffix) added in the list contacts and the get contact:
  Sample

  {
    "data": [
      {
        "id": "ent0000000000000.cgr0000.ctc000000",
        "firstName": "string",
        "lastName": "string",
        "email": "string",
        "prefix": "string",
        "suffix": "string",
        "trackingId": "string",
        "phone": "string",
        "company": "string",
        "title": "string",
        "country": "string",
        "numberAndStreet": "string",
        "city": "string",
        "state": "string",
        "zipCode": "string",
        "assignedClientIds": [
          "string"
        ],
        "assignedInvestmentEntities": [
          {
            "id": "fdf0000000000000.fdv0000.fdm0000",
            "receiveInvitationEmail": false,
            "receiveDocumentRequest": false
          }
        ]
      }
    ],
    "total": 0
  }

[IDM] New Order APIs to create a new order by client or contacts

• Summary: Customers can create a new order for a specific client or a set of particular contacts.
• Area of impact: Add new Order Public API
  • POST Create order by client
  • POST Create order by contacts
• Released date: August 19, 2025

[DataRoom] Add NDA Enabled Indicator to API “list Dataroom” and “list Dataroom per user email”

• Summary: Introduce a new field in the response body (toaEnabled) of the list Dataroom and list Dataroom per user email APIs to indicate whether an NDA is enabled.
• Area of impact: DataRoom Public APIs
  • GET - List DataRoom
  • Get - List DataRoom per user email
• Released date: August 19, 2025
• Specs

{
  "dataRooms": [
    {
      "id": "txn0000000000000.dtr0000",
      "name": "string",
      "isExpired": true,
      "isArchived": true,
      "lastUpdated": "2025-09-05T07:32:57.020Z",
      "organizationName": "string",
      "totalUsers": 0,
      "rootFolderId": "ent0000000000000.fl2000000.fdr000000",
      "toaEnabled": true
    }
  ]
}

[DataRoom] Add NDA Status for Each User in list User API Response

• Summary: Introduce two new fields in the response body (termsOfAccess) of the list User API to reflect each user’s NDA status.
• Area of impact: DataRoom Public APIs
  • GET - List user
• Released date: August 15, 2025
• Specs

{
  "groups": [
    {
      "id": "txn0000000000000.dtr0000.drg000000",
      "name": "Boss Group",
      "role": "Admin",
      "users": [
        {
          "email": "[email protected]",
          "firstName": "John",
          "lastName": "Doe",
          "joinedAt": "2025-09-05T07:32:57.020Z",
          "invitedAt": "2025-09-05T07:32:57.020Z",
          "canInvite": false,
          "termsOfAccess": {
            "status": "NotApplicable",
            "acceptedAt": "2025-09-05T07:32:57.020Z"
          }
        }
      ]
    }
  ],
  "unassigned": [
    {
      "role": "Admin",
      "email": "[email protected]",
      "firstName": "John",
      "lastName": "Doe",
      "joinedAt": "2025-09-05T07:32:57.020Z",
      "invitedAt": "2025-09-05T07:32:57.020Z",
      "canInvite": false,
      "termsOfAccess": {
        "status": "NotApplicable",
        "acceptedAt": "2025-09-05T07:32:57.020Z"
      }
    }
  ]
}

🛠️ 2. Planned Items

[DataRoom] Webhook Event: Group Created/Deleted

• Summary: This new webhook event allows a client's endpoint to be notified whenever a new group is created or an existing group is deleted within a registered dataroom.
• Area of impact: New events for dataroom webhook
• ETA: September 9, 2025
• Specs
  • A new group is created

  {
    "event": "dataroom.group.created",
    "createdAt": "2025-08-28T09:34:47.566289Z",
    "dataRoomId": "txn2kq9qdw2kq5d1.dtrk31v",
    "groupId": "txn2kq9qdw2kq5d1.dtrk31v.drg4xzlwr"
  }

  • An existing group is removed

  {
    "event": "dataroom.group.deleted",
    "createdAt": "2025-08-28T09:34:54.738103Z",
    "dataRoomId": "txn2kq9qdw2kq5d1.dtrk31v",
    "groupId": "txn2kq9qdw2kq5d1.dtrk31v.drg4xzlwr"
  }