BGL API — April 2019 Update

The following endpoints are now available on our Production Environment.

Simple Fund 360

1. Contribution Breakdown Report. This resource provides a detailed summary view of all member contribution accounts for the period.
2. INSERT fund has been added for an API consumer to create the Fund. This will return a FundId which can be used to insert or update any other necessary details
3. UPDATE fund details has been added for an API consumer to check or update Fund Details.
4. CREATE fund contact has been added for an API consumer to create the Corporate Trustee, Corporate Trustee Directors or Individual Trustees.
5. CREATE member has been added for an API consumer to add members to the fund using the contacts added at Step 3.
6. GET Fund Contacts has been added for an API consumer to retreive all contacts for a fund.

CAS 360

• List of Unlodged Documents (Firm) - This resource will return all unlodged documents that exist in the firm.
• List of Unlodged Documents (Company)- This resource will return all unlodged documents that exist for a specified company