🚀 1. Release Notes

[IDM] Remove Investment Entity Contact APIs

• Summary: Customers can no longer interact with an investment entity’s contacts. These have been replaced with a new set of contact APIs.
• Area of impact: Remove IDM Investment Entity Contact Public API
  • GET - List contacts
  • POST - Create contacts
  • GET - Get contact
  • PUT - Update contact
  • DELETE - Delete contact
• Released date: July 1, 2025

[IDM] Profile Query Limits by Client

• Summary: Customers can now query a maximum of 100 profiles per client in a single request.
• Area of impact: IDM Public API
  • GET - List profiles by client
• 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

[IDM] New Contact APIs to update Contact’s relations

• Summary: Customers can now assign or unassign contacts to/from a Client or an Investment Entity.
• Area of impact: Add new IDM Contact Public API
  • POST Assign contact to client
  • POST Unassign contact from client
  • POST Assign contact to investment entity
  • POST Unassign contact from investment entity
• Released date: July 1, 2025

[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
  • GET - List DataRoom
  • Get - List DataRoom per user email
• 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
  • GET - List user
• 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:
  • 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
    • 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