🚀 1. Release Notes

[FundSub] API to retrieve Supporting doc group details for an Order

• Summary: Introduce a new API endpoint to fetch supporting document group information for a specific FundSub order.
• Area of impact: Introduce a new API endpoint in FundSub API (Get order supporting doc)
• Released: Feb 24th, 2026

[FundSub] Add docName and docGroupName to supplementalFormData in API response

• Summary: Including docName and docGroup when includeTaxFormData=true
• Area of impact: Get form data for multiple orders API
• Released: Mar 03, 2026

🛠️ 2. Planned Items

[FundSub] Support content disposition: Inline for public API to get file url

• Summary: Adding another parameter to the Public API so that user can choose between two mode: inline or attachment.
• Area of impact: Get file download URL
• ETA: Mar 10, 2026

[FundSub] Ability to set default Close via Create & Update Close APIs

• Summary: Introduce new isDefault parameter to set or update a Close as the default via API, aligning API functionality with current UI behavior. Get fund info API will also return isDefault field
• Area of impact: Create Close API, Update Close API, Get fund info
• Released: Mar 10, 2026