Public API changes - July 2025

🚀 1. Release Notes

[IDM] Limit the number of returned profiles when querying profiles by client

  • Summary: Customers can only query a maximum of 100 profiles of a client per request.
  • Area of impact: IDM Public API
  • Released date: July 15, 2025
  • Specs: 2 new query parameters are added for List profiles by client API
    1. offset - Number of objects to skip before query - Default: 0
    2. first - Number of objects to query after offset. Maximum: 100. - Default: 100

[FundSub] Include Document Name & Document Group in the webhook event “Order Document Uploaded

  • Summary: Include 2 new fields in the payload of event name fundsub.order.document.uploaded.
  • Area of impact: FundSub webhooks
  • Released date: July 22, 2025

🛠️ 2. Planned Items

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

  • Summary: Introduce a new field in the response body of the list Dataroom and list Dataroom per user email APIs to indicate whether an NDA is enabled.
    • Field details
      • TOA status: boolean (Yes/No) — indicates if NDA is enabled
  • Area of impact: DataRoom Public APIs
  • ETA: August 15, 2025

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

  • Summary: Introduce two new fields in the response body of the list User API to reflect each user’s NDA status.
    • Field details:
      • TOA status: one of "Not applicable", "Accepted", or "Pending"
      • If status is "Accepted", a timestamp of acceptance will also be included
  • Area of impact: DataRoom Public APIs
  • ETA: August 15, 2025

[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:
  • Released date: August 12, 2025
  • Specs:
    • Two new parameters added to the create contact and the update contact
      • prefix - prefix of the contact name
      • suffix - suffix of the contact name
    • Two fields added in the list contacts and the get contact:
      • prefix - prefix of the contact name
      • suffix - suffix of the contact name