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Brad Wilkinson
Brad Wilkinson Head of Ecosystem

BGL API — March 2023

BGL API — March 2023

March 2023 - New Endpoints and Improvements

1. CAS 360

1.1 Contact Address new endpoints:

New endpoints have been created for all addresses attached to a contact:

Address Types:
  • RESIDENTIAL_ADDRESS
  • ALTERNATE_ADDRESS
  • BUSINESS_ADDRESS
  • CORRESPONDENCE_ADDRESS
  • POSTAL_ADDRESS
  • SERVICE_ADDRESS
  • OTHER_ADDRESS

1.2 Contact Communication Details new endpoints:

New endpoints have been created for communication details attached to a contact:

Supported Communication Types:
  • EMAIL
  • FAX
  • PHONE
  • MOBILE
  • SKYPE

1.3 Contacts - Nationality field added

The field ‘nationality’ is now included in the following contact endpoints:

Type must be one of ‘Allotment’/’Balance’/’Subscription’

1.4 Contacts - new ‘PATCH’ endpoint:

The following new ‘PATCH’ endpoint has been added for Contacts:

1.5 Company Officers - Chief Executive Officer position supported for Singapore Jurisdiction

When posting an officer to a company, the position ‘Chief Executive Officer’ is now supported for Singapore Jurisdiction with the following endpoint:

1.6 Company Officers - new parameter to show all officers

Previously only current officers were returned, but we have now added a new optional parameter to show all officers in the following endpoint:

If the parameter all=true is added, then all officers including deceased, removed and resigned will be returned.

2. AML / Identity Verification / Identity Screening

2.1 A brand new endpoint for Identity Screening

The Identity Screening endpoint is a stripped down version of the Identity Verification endpoint, where screening providers don’t necessary need all of the contact identity details The following endpoints can be used:

API Scopes that can access this resource:
  • screening_provider

2.2 New fields for Identity Verification endpoints:

For the Identity Verification endpoint:

The following fields have been added:

Contact Object:
  • ‘gender’
  • ‘reference’ (Reference value entered by the user to help identify the event)
Birth Details Object:
  • ‘nationality’
Communication Details (New Object)
  • ‘email’
  • ‘mobile’

3. Simple Fund 360 & Simple Invest 360

3.1 Data Feed Reconciliation - new endpoint added

The Data Feed Reconciliation report provides all ledger transactions and all raw data feed transactions for the specified date range. This report allows the verification that the transactions on the ledger exist and reconcile with the transactions that were received directly from the data feed / bank.

API Scopes that can access this resource:
  • smsf_partner
  • bgl_partner
  • auditor
Entities supported:
  • SMSF
  • BillableTrust
  • BillableCompany
  • BillableIndividual

For more details on this resource, please refer to the below endpoint:

If you have any questions or feedback, please let the team know.

Kind Regards

The BGL API Team
api@bglcorp.com.au

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