June 2020 - CAS360 Trust Management and Document Improvements.

We have now released three new endpoints to both our production and staging environments for Unit Trusts in CAS 360. There are also improvements for Trusts and Documents

1. CAS 360 - Unit Trusts

The following new endpoints are now available on Staging and Production. 1.1 GET - List of Unit Transactions 1.2 POST - Create new unit transaction 1.3 DEL - Delete a unit transaction

23rd June 2020

2. CAS 360 - Super Fund Details will be added to Company Details and Contacts

2.1 GET - Company Details Where ‘details=true’ is used, the endpoint will return the new superfund IDs

2.2 GET - List of Contacts GET /contacts & GET /contacts/{contactId} now have a new request-parameter “details” which controls whether we fetch additional details or not (similar to companies).

Each response will add the contactID of the ‘Super Fund’ that is attached

3. CAS 360 - Further Trust Details

3.1 GET - List of Trusts 3.2 GET - Trust Details

Both endpoints have been updated to reflect Trust Relationships and new details

• TrusteeAppointedDate, TrusteeCompanyId, appointorId & SettlorId have been removed
• The following keys have been added: Jurisdiction, vestingDate and meetingAddressId

4. Simple Fund 360 - Pension Summary

GET - Pension Summary reversionAccountCode, reversionDate and reversionaryPensionDateOfDeath have been added where a Pension has reverted to a Beneficiary.

5. Simple Fund 360 - Pension Summary

GET - Pension Summary reversionAccountCode, reversionDate and reversionaryPensionDateOfDeath have been added where a Pension has reverted to a Beneficiary.

02nd July 2020

6. CAS 360 - New Trust Relationship Endpoints

• GET - List of Trust Relationships
• POST - Create Trust Relationship
• DEL - Delete Trust Relationship

7. CAS 360 - Documents - “updatedAfter” parameter

Using this new parameter, the documents list will return just the documents that were updated after the date and time specified. The date must be a UTC date in ISO format: yyyy-MM-dd’T’HH:mm:ss. Example: 2000-10-31T01:30:00Z or 2000-10-31T01:30:00

• GET - List Documents
• Example - ‘/companies/:companyId/documents?offset=0&limit=500&updatedAfter=2019-10-31T01:30:00Z’

8. CAS 360 - New Endpoints - Trust Documents

We have ve added a full trust documents support in this release, similar to company documents - every endpoint from the /companies/{companyId}/documents resource except the ‘/unlodged’ endpoints has been added in a similar fashion: /trusts/{trustId}/documents.

• List Documents (Trust)
• Document Details (Trust)
• Create New Document Record (Trust)
• Assign a new Status for a Document (Trust)
• Delete a document (Trust)

CAS 360 - 28th July 2020

9. CAS 360 - Super Fund Details will be added to Company Details and Contacts

• LIST of Companies by LableId Where ‘details=true’ is used, the endpoint will return the new superfund IDs

Any questions please let the team know

Kind Regards

The BGL API Team
api@bglcorp.com.au