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Public API changes - June 2025

14 days ago

🚀 1. Release Notes

[IDM] New set of Contact APIs for the new contact structure

[Data Room] Updated parameters of Invite User API

  • Summary: Customers can now invite users to multiple groups.

  • Area of impact: Data Room Public API

  • Released date: June 15, 2025

  • Specs:

[Data Room] Replace “Move user to group” with “Add user to group”

  • Summary: Instead of moving users, customers can now add users to a group. The added user may be unassigned or already belong to another group.
  • Area of impact: Data Room Public API
  • Released date: June 15, 2025

[Data Room] New API - Remove user from group

  • Summary: Remove a user from a group. If the user doesn’t belong to any other group, they will be marked “unassigned.”

  • Area of impact: Data Room Public API

  • Released date: June 15, 2025

  • Specs:

[Data Room] New Webhook - User added to a group

  • Summary: Customers can now listen to user-added-to-group events.

  • Area of impact: Data Room Public API

  • Released date: June 15, 2025

  • Specs:

[Data Room] Add Response with 204 Success Code for Empty Body

  • Summary: The API now returns a 204 No Content status when the response body is empty.

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

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

🛠️ 2. Planned Items

[FundSub] Fetch Subdoc PDF File ID

  • Summary: Customers can fetch file IDs for sub-document PDFs at any subscription status (e.g., without waiting for LP signature).
  • Area of impact: FS Public APIs
  • ETA: July 15, 2025
  • Specs:
    • Parameters:
      • Fund ID
      • Order IDs
    • Response:
      • Order IDs
      • Statuses
      • Documents
        • Filled form: file ID
        • LP signed doc: file ID
        • Countersigned doc: file ID

[FundSub] Query Workflow Data of a Subscription

  • Summary: Customers can query workflow data of a specific subscription.
  • Area of impact: FS API
  • ETA: End of July, 2025
  • Specs:
    • Parameters:
      • Fund ID
      • Order ID (support custom ID)
    • Response:
      • Order ID
      • Custom ID
      • Client ID (IDM association) - Anduin ID + Tracking ID
      • Investment Entity ID (IDM association) - Anduin ID + Tracking ID
      • Order status
      • Order type: Normal vs Offline
      • Main contact
        • ID
        • Email
        • First name
        • Last name
      • Other contacts
        • ID
        • Email
        • First name
        • Last name
      • Close object
        • Close ID
        • Custom ID
        • Close name
        • Target date
      • Commitment object
        • Sub-fund ID
        • Sub-fund name
        • Sub-fund currency
        • Estimated commitment amount
        • Submitted commitment amount
        • Accepted commitment amount
      • Last activity at
      • Tag object
        • Tag ID
        • Tag name
      • Metadata object
        • Field: value
        • Field: value
        • Field: value

[FundSub] Batch Query Workflow Data of Multiple Subscriptions

  • Summary: Customers can query workflow data of multiple subscriptions.
  • Area of impact: FS API
  • ETA: End of July, 2025
  • Specs
    • Parameters
      • Fund ID
      • Optional filters
        • Close: support multiple closes
        • Status: support multiple statuses
        • Tag: support multiple tags
    • Response:
      • Similar to query workflow data of a single subscription but it contains multiple orders instead

[Data Room - Fix (Non-backward-compatible)] Get File Download URL Uses 1-Indexed Version

  • Summary: GET file download URL should now use 1-indexed version (was previously 0-indexed).
  • Link: Get file download URL