Amendments to This Guide

Date	Description
13 November 2025	Updated Data Dictionary.
20 October 2025	Updated Data Dictionary.
10 Oct 2025	Miscellaneous changes for External Close endpoint.
6 October 2025	Update Reject Digital Asset to include FA access.
22 September 2025	Updated Data Dictionary.
19 September 2025	Update Error Codes and Messages.
16 September 2025	Added Get Position Details endpoint, Get Position History endpoint.
15 September 2025	Updated Data Dictionary.
3 September 2025	Added External Close endpoint.
27 August 2025	Updated Data Dictionary.
22 August 2025	Added external article to Real-time Notifications.
6 August 2025	Added facilitation account endpoints, update external status endpoint.
5 August 2025	Update Error Codes and Messages, added Update Asset Review endpoint.
21 July 2025	Updated Data Dictionary.
18 June 2025	Added happy path asset status diagram.
5 June 2025	Added History Events Reference.
2 June 2025	Added isAssetCorrelationId parameter example.
30 May 2025	Added isAssetCorrelationId parameter to multiple endpoints and added request body to Upload Document.
29 May 2025	Updated Data Dictionary.
28 May 2025	Added Fees article.
5 May 2025	Added Update Automation Settings endpoint. Updated Data Dictionary.
1 May 2025	Reformatted Error Codes and Messages.
30 Apr 2025	Reformatted Parser Error Codes.
23 Apr 2025	Updated Data Dictionary.
17 Apr 2025	Updated Error Codes and Messages.
16 Apr 2025	Clarified updates from 15 Apr.
15 Apr 2025	Added instructions for obtaining an access token.
14 Apr 2025	Added description of questionnaire support.
8 Apr 2025	Updated Data Dictionary.
4 Apr 2025	Updated Data Dictionary.
1 Apr 2025	Added endpoints for org correlation IDs.
26 Mar 2025	Added article on using correlation IDs
25 Mar 2025	Updated Data Dictionary.
18 Mar 2025	Added details on methods for uploading documents. Updated Data Dictionary.
17 Mar 2025	Added Upload Document endpoint.