🚀 1. Release Notes

[IDM] New APIs: Single & Bulk Upsert for Client, Investment Entity, Contact, Investment, Transaction

• Summary: Introduced idempotent upsert endpoints for the five objects integrators re-sync most often. Each call matches by trackingId (Contact also falls back to email when trackingId is omitted) and returns result: "created" or "updated". Bulk import endpoints now accept a per-row mode field (create | upsert); mode defaults to create for backward compatibility and becomes required after 2026-07-31.
• Area of impact:: IDM APIs
  • Upsert client
  • Upsert investment entity
  • Upsert contact
  • Upsert investment
  • Upsert transaction
  • Bulk import clients
  • Bulk import investment entities
  • Bulk import contacts
  • Import investments
  • Import transactions
• Released date: May 12, 2026

[IDM] Removed: Legacy IDM Webhook Endpoints

• Summary: The 7 legacy IDM webhook management endpoints (under /api/v1/idm/{firm-id}/webhooks) have been removed. Consumers must migrate to the multi-app Webhook Endpoint API (under /api/v1/webhook), which has been the supported path since September 2024 and covers a superset of the Gen 2 events.
• Area of impact:: IDM APIs
  • Create a webhook endpoint
  • Get a webhook endpoint
  • Get all webhook endpoints
  • Update a webhook endpoint
  • Delete a webhook endpoint
  • Get a webhook secret
  • Rotate a webhook secret
• Released date: May 26, 2026

[IDM] Updated API: Contact Endpoints – Return Tracking IDs for Assigned Clients & Investment Entities

• Summary: All Contact-returning Public API responses now include the tracking IDs (customer-supplied custom IDs) of the contact's assigned Clients and Investment Entities, alongside the existing Anduin IDs. Returns null when the underlying client/IE has no customId set; additive only — no field renames or removals.
• Area of impact:: IDM APIs
  • Get contact
  • List contacts
  • List contacts by client
  • List contacts by investment entity
• Released date: May 26, 2026

[IDM] Updated API: Fund Legal Entity – Return Linked Fund Subscription Info

• Summary: The Get / List Fund Legal Entity responses now include a fundSubs array containing the id and name of each linked Fund Subscription, allowing API consumers to correlate Fund Legal Entities with their associated Fund Subs in downstream systems without an extra lookup.

• Area of impact:: IDM APIs

  • Get fund legal entity
  • List fund legal entities

• Released date: May 26, 2026

[Dataroom] Add actor info to webhook event payloads

• Summary: Adding a new actor field to Data Room webhook event payloads (e.g. dataroom.user.add_to_group) to indicate whether the event was triggered via API or directly from the Anduin UI. When triggered from the API, include actor's email address.

• Area of impact: Data Room webhook events (all event types, e.g. dataroom.user.add_to_group, dataroom.user.remove_from_group)

• Released date: June 1st, 2026