October 2024 - New Endpoints for Workflow and Documents

1. Simple Fund 360 & Simple Invest 360

New Workflow endpoints

New endpoints have been added for Workflow Jobs. The Workflow feature allows users to define and create customisable Jobs tailored to their firm’s needs. BGL now provides a way to add, update and delete Jobs and Tasks in Simple Fund 360 and Simple Invest 360 via BGL’s API.

The following endpoints have been added:

• GET List Jobs
• GET Get Job by jobCode
• POST Create Job for an Entity
• POST Create Global Job
• PATCH Update Job Details
• DEL Delete Job
• GET List of Templates
• GET List Users (Fund)
• GET List Users (Firm)

API Scopes that can access this resource:

• smsf_partner
• bgl_partner

2. CAS 360

New endpoints for standalone documents

New endpoints have been added that allow you to retrieve/manage documents and attachments that are not attached to a Company or Trust. Agent documents such as ASIC form 361 can now be downloaded to complete your document set.

• GET List All Documents
• GET List All Documents (Standalone)
• GET Document Details (Standalone)
• GET Download a Document Attachment (Standalone)
• POST Upload a new Attachment (Standalone)
• POST Add a Status to a Document (Standalone)
• DELETE Delete a Document (Standalone)
• DELETE Delete an Attachment (Standalone)

API Scopes that can access this resource:

• cas_incorporator

3. Reminder about Webhooks

BGL’s API allows partners to subscribe to webhook notifications for various event types. This allows API partners to keep up to date with any key changes made in BGL without needing to poll the API.

Key events include:

• Audit notifications
• Document changes
• Company creations

Please read here for more information.

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

Kind Regards

The BGL API Team
api@bglcorp.com.au