🚀 1. Release Notes

Summary: Introduce new webhook notification whenever the status of an individual supporting form changes.
Area of impact: New webhook event
- fundsub.order.supporting_form.status.updated. More DETAILS HERE
Released date: August 25, 2026

🛠️ 2. Planned Items

Summary: Introduce new webhook that fires when the OCR extraction status of a supporting-doc extract request changes
Area of impact: New webhook event
ETA: September 8, 2026

Summary: Extend the "Get extraction data of an Order" JSON API so its response also includes extracted data from OCR supporting forms, not just the main form.
Area of impact:
- Get extraction data of an Order in JSON format
ETA: September 8, 2026

[FundSub] Updated API : Get form data for multiple orders

Summary: Return close_date in the Get workflow data for an order API response when the Close field is included in a custom template.
Area of impact:
- Get form data for multiple orders
ETA: September 2026

Summary: Add participant tag column, date column, time column and user group column to the Exported CSV in Export Activity API
Area of impact:
- Export activity API
ETA: September 23, 2026

[IDM] Upcoming change to List firm members

Summary:
- Before: The endpoint returns each member's id, first/last name, email, role, and fundAccess. fundAccess is always returned, fully populated. There is no way to see which client groups a member can access.
- After: Two new optional query parameters, both defaulting to false:
  - includeClientGroups
  - includeFundAccess
- Impact: Any integration currently reading fundAccess will receive an empty array after 27 Oct unless it adds includeFundAccess=true to the request.
Area of impact:
- List firm member API
ETA: October 27, 2026