BGL API — May 2021
May 2021 - New Endpoints and Improvements
1. Simple Fund 360 - New Endpoint
GET - Balance Review. The Balance Review returns a comparison for investments between the balance calculated by Simple Fund 360 and the balance reported by a third party’s data feed such as a bank, wrap or investment portfolio.
2. Simple Fund 360 - Improvements
2.1 GET Entity Details - Two new Keys billableCompanyType and billableTrustType have been added.
3. API Scopes
For those API Partners who utilise both the Simple Fund 360 and CAS 360 APIs we have now allow the scope bgl_partner to be used.
Where this scope is used:
- Where the user has access to both Simple Fund 360 and CAS 360 the token will have retain the scope bgl_partner and have access to both APIs.
- Where the user has access to only Simple Fund 360 the scope for the token will revert to smsf_partner
- Where the user has access to only CAS 360 the scope for the token will revert to cas_incorporator
See API Scopes for further details.
If you have any questions or feedback, please let the team know.