Amendments to This Guide
18 Jun 2025
Added happy path asset status diagram.
5 June 2025
Added History Events Reference.
2 June 2025
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
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.
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