v.1.12.0

2026-02-03 - Live

2026-01-20 - Test Environment

Changed

Centralized Document Retrieval

We have updated the GET /v2/documents endpoint to act as the centralized hub for retrieving all customer-related documents.

• Expanded Scope: The endpoint now serves Trade Invoices, Crypto Receipts (Buy & Sell) and Ex-Ante documents.
• Filtering: Partners can query documents using:
  • resourceType (e.g., CUSTOMER)
  • resourceId (UUID)
  • type (e.g., TRADE_INVOICE)
• Downloads: Individual file content is retrieved via the existing GET /v2/documents/{documentId}/file endpoint.

Documentation

Compliance Features Preview: Trading Profile & Appropriateness Tests

We have fully exposed the API definitions for Trading Profile and Appropriateness Test workflows to allow for early integration testing.

• Purpose: Partners can now verify the logic, request structures, and user flows required for complex financial instruments (e.g., Security Tokens) ahead of mandatory enforcement.
• Functionality: You can now simulate the full compliance lifecycle:
  • Fetching test questions based on asset type.
  • Submitting user answers and receiving pass/fail results.
  • Managing trading experience and investment objectives.
• Status: Implementation is currently optional. These endpoints allow you to prepare your UI/UX for future MiFID II compliance requirements.

Available Endpoints:

• Appropriateness Test:
  • GET /appropriateness-test/asset-types/{appropriatenessTestAssetType}
  • POST /entities/natural-persons/{naturalPersonId}/appropriateness-test/asset-types/{appropriatenessTestAssetType}/responses
  • GET /entities/natural-persons/appropriateness-test/responses/{responseId}
• Trading Profile:
  • POST / PATCH /entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}
  • POST /entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}/acknowledge
  • PATCH /entities/natural-persons/{naturalPersonId}/trading-profile/investment-objectives