🚀 1. Release Notes

[IDM] Allow link/unlink Investment Entity with the corresponding FS order

• Summary: Some investors start subscriptions using new entities that don’t yet exist in IDM. GPs can now link or unlink these new orders to existing Investment Entity profiles in the IDM database via API, ensuring more accurate tracking and data consistency.
• Area of impact: IDM APIs
  • Link order to IE
  • Unlink order from investor and IE
• Released date: October 28th, 2025

[FundSub] New webhook on remove contacts

• Summary: This webhook is triggered when a contact is removed from a subscription order. It notifies that a specific user no longer has access or permissions related to that order.
• Area of impact: FundSub new webhooks
  • Contact removed
• Released date: December 2nd, 2025

🛠️ 2. Planned Items

[IDM] Rebrand Funds into Fund Subscriptions

• Summary: As we’re introducing a new set of public APIs for IDM’s new Fund objects, we will rebrand the current Funds category to Fund Subscription to avoid confusion.
• Area of impact: IDM APIs
  • List funds
• ETA: December 31st, 2025

[IDM] New API: Fund Legal Entities

• Summary: Add a new API that supports retrieving fund legal entity information.
• Area of impact: new endpoint for IDM APIs
• ETA: December 31st, 2025

[IDM] New API: Communication Types

• Summary: Introduce a new API that supports the retrieval of communication type information.
• Area of impact: new endpoint for IDM APIs
• ETA: December 31st, 2025

[IDM] New API: Manage contacts’ Communication Matrices

• Summary: Add a new API for managing Communication Matrices, enabling programmatic control over each contact’s communication permissions.
• Area of impact: new endpoint for IDM APIs
• ETA: December 31st, 2025

[IDM] New API: Investments and Transactions

• Summary: Launch new APIs for Investments and Transactions, allowing systems to programmatically access, create, and update investment details and transaction records.
• Area of impact: new endpoint for IDM APIs
• ETA: December 31st, 2025

[IDM] New API: Upload documents

• Summary: Enable document uploads to an Investment Entity profile through the public API.
• Area of impact: new endpoint for IDM APIs
• ETA: December 31st, 2025

[IDM] New webhook: Investments and Transactions

• Summary: Add new Investments and Transactions webhooks, enabling systems to receive real-time notifications whenever investment or transaction data is created, updated, or deleted.
• Area of impact: new endpoint for IDM APIs
• ETA: December 31st, 2025

[FS] Enhancement: Invite Investor API — Add Investor Group ID

• Summary: Enhance the Invite Investor API by adding Investor Group ID as an additional parameter.
• Area of impact: Existing Fund Subscription API (Invite Investor endpoint)
• ETA: December 16th, 2025