Part 1 - Released

1.1 FundSub - Making API calls without storing Anduin ID

Summary

Custom IDs for both fund and order levels are now accepted as API parameters. With this in place, customers no longer need to use the corresponding Anduin ID to perform an API action.
Area of impact

Fund Sub Public API
Implementation status: Released
Released: July 2024
Specs

Example of Invite investor: modify API request, backward compatible

GET api/v1/fundsub/{fund-id}

Old

{fund-id} accepts Anduin Fund ID only

New

You can pass either Anduin Fund ID or your Fund Custom ID, which can be found in your Fund Setting or retrieved through our APIs

Due to the flexibility of Custom ID, we do not strictly apply any rules to your custom ID, however, to make it compatible with API call, you should follow these recommendations to avoid issues:
- CustomID should contain alphanumeric characters (i.e a-z , A-Z , 0-9), . , _ , - , and ( ) only. Try to avoid too special character!
- If you have multiple funds sharing the same Custom ID, we cannot deduce which is the targeted one. In that case, we will respond errors, with list of funds sharing that ID.
Example of Add collaborators: modify API request, backward compatible

POST api/v1/fundsub/orders/{order-id}/collaborators

Old

{order-id} accepts Anduin Order ID only

New

You can pass either Anduin Order ID or your Order Custom ID, which can be found in your Fund Dashboard or retrieved through our APIs.

Note: You may need to enable this feature in your fund setting

Due to the flexibility of Custom ID, we do not strictly apply any rules to your custom ID, however, to make it compatible with API call, you should follow these recommendations to avoid issues:
- CustomID should contain alphanumeric characters (i.e a-z , A-Z , 0-9), . , _ , - and ( ) only. Try to avoid too special character!
- If you have multiple orders sharing the same Custom ID, we cannot deduce which is the targeted one. In that case, we will respond errors, with list of orders sharing that ID.

1.2 IDM - Retrieve sub-funds information per fund

Summary

Customers can retrieve the sub-fund information of any fund. This information is useful when the fund has multiple sub-funds with multiple currencies.
Area of impact

IDM Public API
- List funds
- Get fund
Implementation status: Released
Released: July 2024
Specs

In the API response, a new field subFunds is added to Fund object.

1.3 IDM - Retrieve sub-funds information per fund

Summary

Customers can retrieve the sub-fund commitments of any subscription. This information is useful when the subscription belongs to fund which has multiple sub-funds with multiple currencies
Area of impact

IDM Public API
- List subscriptions by fund
- List subscriptions by investment entity
Implementation status: Released
Released: July 2024
Specs

In the API response, a new field commitments is added to Subscription object.

Part 2 - Upcoming changes

2.1 Platform - Upload a document to Anduin via API

Summary

Customers can now upload files to Anduin using this new API. The uploaded file can be utilized for subsequent workflows as needed.
Area of impact

New Platform API
Implementation status: Implementing
ETA: August 2024
Specs

Technically, you can upload a new file to Anduin system through 2 steps:

Step 1: Send upload request to Anduin
- Endpoint: POST api/v1/dms/file/upload
- Param
```
"fileName": <string>
```
- Response:
```
"fileId": <string>
"uploadUrl": <string>
```
Step 2: Upload your file directly to Amazon S3

Then you upload your file to the presigned uploadUrl which will be pushed to our Amazon S3, for reference https://docs.aws.amazon.com/AmazonS3/latest/userguide/upload-objects.html.
📢 When you finish these two steps, you can use your **file ID** in step 1 to do further work

2.2 Get file metadata via API

Summary

This API is not related to file uploading process, however, you can query the file metadata to verify your file status in our system.
Area of impact

New Platform API
Implementation status: Implementing
ETA: August 2024
Specs

Endpoint: GET api/v1/dms/file/${file-id}/metadata
Param : Empty
Response:

"fileName": <string>
"checksumSHA256": <string>
"fileSize": <integer>

2.3 FundSub - Submit documents on behalf via API

Summary

Customers can now attach a document to a specific subscription in FundSub via API. This action mimics the "Submit document on behalf" function in our GP dashboard.
Area of impact

New Fund Sub API
Implementation status: Implementing
ETA: August 2024
Specs
- Endpoint: POST /api/v1/fundsub/orders/${order-id}/upload/
- Param
```
"sourceFileId": <string>
"orderId": <string>
"documentType": <string> 
```
Expected values of document type
- Investor-signed document
- Fully executed document
- AML/KYC and other documents
- Response:
```
"fileId": <string> // destination fileID, which points to the file stored in the subscription.
```
Please note that, if the upload process itself (upload file directly to S3) failed, this API will respond error as document not found.

2.4 FundSub - Listen to data extraction events

Summary

Customer can now listen to data extraction status via our webhooks.
Area of impact

Webhook events
Implementation status: Implementing
ETA: August 2024
Specs

New Fund Sub webhook event inside https://developers.anduintransact.com/docs/fund-sub-events, sample fundsub.order.ocr.status.updated , payload
```
"event": "fundsub.order.ocr.status.updated"
"fundId": <string>
"orderId": <string>
"oldStatus": <string>
"newStatus": <string>
```
Expected values of OCR (data extraction) related status
- Processing
- Pending review
- Completed