> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

<Update label="04/03/26" tags={["Platform API"]}>
  Added v20250224: `status` and `client_status` fields to Institution responses and `include_blocked_institutions` query parameter to List Institutions.
</Update>

<Update label="02/26/26" description="SSO V3" tags={["Legacy APIs", "Platform API"]}>
  Added: `widget` parameter to the `deep_link_params` in Get Widget URL With Configuration Options.

  Added v20250224: `widget` parameter to the `deep_link_params` in Request Widget URL.
</Update>

<Update label="02/03/26" tags={["Platform API"]}>
  Added v20250224: `created` 201 response to the Create Member, descriptions of all statuses.
</Update>

<Update label="01/29/26" description="SSO V3" tags={["Legacy APIs", "Platform API"]}>
  Added: `view` to the `deep_link_params` in Get Widget URL With Configuration Options.

  Added v20250224: `view` to the `deep_link_params` in Request Widget URL.
</Update>

<Update label="12/12/2025" description="SSO V3" tags={["Legacy APIs", "Platform API"]}>
  Added: `date_range` and `account_guid` to the `deep_link_params` in Get Widget URL With Configuration Options.

  Added: `date_range` and `account_guid` to the `deep_link_params` in Request Widget URL.
</Update>

<Update label="12/10/2025" tags={["Platform API"]}>
  Replaced `user_guid` with `user_identifier` in `POST /widget_urls` for v20250224.
</Update>

<Update label="12/09/2025" tags={["Platform API"]}>
  Added v20250224: List Category Totals by Account, List Category Totals, Read a Job, Aggregate All Members, List Account Balances by , Block an Account, Create Split Transactions by Account, Delete Split Transactions by Account, List Transactions by Account per Member, Read Transaction by Account, Update Transaction by Account.
</Update>

<Update label="12/04/2025" tags={["Platform API"]}>
  Added: `date_range` and `account_guid` to the `deep_link_params` in Request Widget URL.
</Update>

<Update label="11/27/2025" tags={["Platform API"]}>
  Updated v20250224 & v20111101: `records_per_page` on List Institutions and List Favorite Institutions supports up to 1000.
</Update>

<Update label="10/27/2025" description="SSO V3" tags={["Legacy APIs", "Platform API"]}>
  Added `deep_link_params` to Get Widget URL With Configuration Options.

  Added `deep_link_params` to Request Widget URL.
</Update>

<Update label="10/24/2025" description="SSO V3" tags={["Legacy APIs", "Platform API"]}>
  Added: `style` object parameter to Get Widget URL with Configuration Options.

  Added: `style` object parameter to Request Widget URL.
</Update>

<Update label="09/11/2025" tags={["Platform API"]}>
  Added v20111101: Update Transaction by Account.
</Update>

<Update label="08/27/2025" tags={["Platform API"]}>
  Added v20250224: `created_at`, `guid`, and `is_hidden` fields to Institutions responses.
</Update>

<Update label="08/25/2025" tags={["Platform API"]}>
  Added v20250224: `/users/{user_guid}/accounts/merge` endpoint.
</Update>

<Update label="08/12/2025" description="Nexus API" tags={["Legacy APIs"]}>
  Added: `is_disabled_by_client` to institution response.
</Update>

<Update label="08/11/2025" tags={["Platform API"]}>
  Added: `instructional_text_steps` and `is_disabled_by_client` fields to institution.
</Update>

<Update label="07/31/2025" description="SSO V3" tags={["Platform API", "Legacy APIs"]}>
  Added: `actionable_integration` widget type.

  Updated v20111101: List Transactions: add new optional query parameters `from/to_created_at` and `from/to_updated_at`.

  Added: `actionable_integration` widget type to SSO V3.
</Update>

<Update label="07/23/2025" tags={["Platform API"]}>
  Updated v20111101: List Transactions: add new optional query parameters `category_guid` and `top_level_category_guid`.
</Update>

<Update label="07/22/2025" tags={["Platform API"]}>
  Updated v20250224: Added fields `top_level_category_guid` and `user_guid` to the Enhance Transaction Response.

  Updated v20250224: Notifications: add `created_on` and `threshold` to response, add request body to create, remove date range parameters from index.
</Update>

<Update label="07/17/2025" tags={["MDX Real Time API"]}>
  Added: Remap Transaction ID endpoint.
</Update>

<Update label="07/16/2025" tags={["Platform API"]}>
  Updated v20250224: Member challenges: include `guid` for options and image\_options.
</Update>

<Update label="07/08/2025" tags={["Platform API"]}>
  Updated: The `color_scheme` request parameter for Request Widget URL now works for all widgets (excluding legacy PFM widgets). It also accepts the optional `browser` value.
</Update>

<Update label="07/07/2025" tags={["Platform API"]}>
  Added: `v20250224` version with breaking changes. Full details in [Migration guide](/api-reference/platform-api/overview/migration).
</Update>

<Update label="06/27/2025" tags={["Platform API"]}>
  Added: `merchant` fields: `logo_url` and `website_url`, added `geolocation` fields: `country`, `city`, and `postal_code`, changed `merchant_name` to `name`.
</Update>

<Update label="06/25/2025" tags={["Platform API"]}>
  Added: `include_holdings` and `include_transactions` optional query params to Aggregate Member.
</Update>

<Update label="06/24/2025" tags={["Platform API"]}>
  Added: `*_set_by` fields, `feed_*` fields, `calculated_apr`, `holdings_value`, `institution_guid` to Account Response.
</Update>

<Update label="06/16/2025" tags={["Platform API"]}>
  Added: `twice_a_` recurrence type to Repeating Transactions.
</Update>

<Update label="05/14/2025" description="Connect Widget" tags={["Connectivity", "Webhooks"]}>
  Added: Initial Data Ready widget event. Only applies if you're using Platform API v20250224.

  Added: Initial Data Ready webhook. Only applies if you're using Platform API v20250224.
</Update>

<Update label="04/23/2025" description="SSO V3, Connect Widget" tags={["Legacy APIs", "Platform API", "Connectivity"]}>
  Added: `connections_use_case_filter` parameter to Get Widget URL with Configuration Options (SSO V3).

  Added: `connections_use_case_filter` parameter to Request Widget URL (Platform API).

  Added: `microdeposit_guid` metadata parameter to the Microdeposit Comeback, Primary Action Selected widget event.
</Update>

<Update label="03/28/2025" tags={["Platform API"]}>
  Added: Endpoints to create, read, and list all ACH returns.
</Update>

<Update label="02/11/2025" description="Repeating Transactions, Transactions" tags={["Connectivity"]}>
  Added: Transaction endpoints may have an added optional parameter `includes` which will return `repeating_transactions`, `merchants`, `classifications`, `geolocations` data.
</Update>

<Update label="01/31/2025" description="Connect Widget" tags={["Webhooks", "All Products", "Connectivity"]}>
  Added: Create Member, Update Member, Aggregate Member, Verify Member, and Request Widget URL accept a `X-CALLBACK-PAYLOAD` header.

  Added: The `X-CALLBACK-PAYLOAD` header will appear in the Member and Member Data Updated webhooks if it was set in the Create/Update Member or Aggregate/Verify Member respectively. This is only for Platform API.

  Added: The `x_callback_payload` field will return in the `metadata` of each Widget Event if the `X-CALLBACK-PAYLOAD` header was set in the URL request.
</Update>

<Update label="01/27/2025" tags={["MDX Real Time API"]}>
  Added an optional `MX-SKIP-WEBHOOK` header to create/update/delete for Holdings, Members, Transactions, and Users.
</Update>

<Update label="01/01/2025" description="Nexus API, Investment Data" tags={["Legacy APIs", "Data", "Webhooks"]}>
  Removed: Support for the `cusip`, `cusip_set_by`, and `cusip_set_by_name` fields has been removed.
</Update>

<Update label="12/19/2024" tags={["Personal Finance Management"]}>
  Added: `money_dashboard_widget` widget type.
</Update>

<Update label="12/03/2024" tags={["All Products"]}>
  Added: `use_cases` request parameter to Create Member and Update Member.

  Added: `use_case` query parameter to List Accounts, List Members, and List Transactions.
</Update>

<Update label="11/08/2024" tags={["MDX Real Time API"]}>
  Added support for `account_numbers` to MDX Real Time API.
</Update>

<Update label="11/01/2024" description="SSO V3, Nexus API, Connect Widget" tags={["Legacy APIs", "Webhooks", "Reporting API", "Connectivity"]}>
  Added: `use_cases` field to the Get a Widget URL with Configuration Options endpoint. This only applies if you've opted in to using use cases.

  Added: `use_cases` field to the Member webhook.

  Added: `use_cases` field to the Member resource.

  Added: The following GET endpoints now accept a `use_case` query parameter: `/members`, `/accounts`, `/accounts/partner_created`, `/accounts/user_created`, `/transactions`, `/transactions/by_category_guid/{category_guid}/by_date/{start_date}/{end_date}`, `/transactions/by_top_level_category_guid/{top_level_category_guids}/by_date/{start_date}/{end_date}`, `/transactions/created_between/{start_date}/{end_date}`, `/transactions/updated_between/{start_date}/{end_date}`. This only applies if you've opted in to using use cases.

  Added: The following endpoints now accept a `use_cases` parameter: `POST /members`, `PUT /members/{member_guid}`. This only applies if you've opted in to using use cases.

  Added: When the widget makes a data request for an existing member, it will update the member with any new `use_cases` that were provided. This only applies if you've opted in to using use cases.

  Added: When a new member is created inside of the widget, the `use_cases` that were provided in the widget URL request will be saved to that member. This only applies if you've opted in to using use cases.

  Updated: The following GET endpoints will only aggregate data if `PFM` is defined as a use case: `/members/{member_guid}/aggregate`, `/members/aggregate`, `/members/{member_guid}/refresh`, `/members/refresh`. This only applies if you've opted in to using use cases.
</Update>

<Update label="10/12/2024" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added new field `federal_insurance_status` to the accounts data model.
</Update>

<Update label="10/08/2024" description="Account Aggregation, Balance Checks, Extended Transaction History, Investment Data" tags={["Data", "Connectivity"]}>
  Added: [Investment Data Enhancement](/api-reference/platform-api/reference/investment-holdings#investment-data-fields). These new endpoints allow you to view investment holdings data by user, member, and account, as well as deactivate a user from the product. Please see the [product overview](/products/data/investment-data-enhancement) for more information.

  Added: `federal_insurance_status` field to accounts object.
</Update>

<Update label="07/25/2024" tags={["All Products"]}>
  Added: Verifiable Credential endpoints.
</Update>

<Update label="05/01/2024" tags={["Financial Insights"]}>
  Added: Insights API.
</Update>

<Update label="04/01/2024" description="Connect Widget" tags={["Connectivity"]}>
  Added: A `invalidData` postmessage for the Connect Widget. This postmessage will be triggered when there are no valid DDA accounts on a member.
</Update>

<Update label="03/20/2024" description="Microdeposits" tags={["Connectivity", "Financial Insights"]}>
  Added: We now automatically delete stale and inactive microdeposits after 21 days.

  Added: `micro_pulse_carousel_widget` `widget_type`.
</Update>

<Update label="02/20/2024" description="Connect Widget" tags={["Connectivity"]}>
  Added: A `backToSearch` postmessage for the Connect Widget to our INT environment. This postmessage is intended to be used in combination with the `disable_search_institution` configuration for the Connect Widget.
</Update>

<Update label="01/30/2024" tags={["Financial Insights"]}>
  Added: `SpendingPlanCreatedCelebration`, `lySpendingPlanCelebration`, `SavingsMilestoneEmergencyFund`, and `SavingsAccountDeposit` insights.

  Added: Request an Insights Widget with a specified `insight_guid` at the top of the feed.

  Updated: `WeeklyNoSpendDays` now includes a postMessage UI event.
</Update>

<Update label="01/17/2024" description="Microdeposits" tags={["Connectivity"]}>
  Added/Released: Microdeposits is officially generally available. For more information about enabling Microdeposits, contact your MX representative. Documentation is now available publicly.
</Update>

<Update label="12/13/2023" tags={["All Products"]}>
  Added: Overview section clarifying that string values are not encoded.
</Update>

<Update label="12/11/2023" tags={["Reporting API"]}>
  Added: the `micro_call_to_action` field to Insights.
</Update>

<Update label="12/04/2023" tags={["Financial Insights"]}>
  Added: Dark mode support that's set for all users or based on each individual user's system settings.
</Update>

<Update label="11/29/2023" description="SSO V3" tags={["Legacy APIs", "Personal Finance Management", "Webhooks"]}>
  Added: `spending_plan_widget` and `mini_spending_plan_widget` widget types.

  Added: The `transactions_created_count` and `transactions_updated_count` fields were removed from the verification webhook response. The `accounts` field was added.
</Update>

<Update label="11/28/2023" description="Connect Widget, Account Aggregation, Account Owner Identification, Connect Widget, Instant Account Verification" tags={["Personal Finance Management", "Connectivity", "Webhooks"]}>
  Added: Spending Plan Widget.

  Added: The request widget URL endpoint now accepts the optional `enable_app2app` parameter.

  Added: Spending Plan webhook.

  Added: Spending Plan endpoints.

  Added: support for verification webhooks.
</Update>

<Update label="11/16/2023" tags={["Reporting API"]}>
  Added: The list daily files endpoint was previously undocumented. Also added information and instructions on the necessity of byte serving all files over 1GB.
</Update>

<Update label="11/10/2023" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added `merchant_category_code` to the transactions data model. Clarified that values provided in Unix Epoch format must be adjusted by the partner to ensure they are UTC-based.
</Update>

<Update label="10/23/2023" description="Account Aggregation, Extended Transaction History, Instant Account Verification, Statements, Account Owner Identification" tags={["MDX Real Time API", "MDX On Demand API", "Connectivity"]}>
  Changed: The `zip_code` field on user objects now supports postal codes in the MDX APIs from the following countries: Canada, Indonesia, Japan, Malaysia, Philippines, South Korea, Thailand, United States, and Vietnam.

  The `supports_oauth` field on institution objects returns as `true` only when the institution supports OAuth and you have been properly registered with that institution.
</Update>

<Update label="10/18/2023" description="Microdeposits, Instant Account Verification" tags={["Connectivity"]}>
  Changed: The error message returned when attempting to create a microdeposit with the same account and routing numbers as an existing microdeposit now includes the GUID of the existing microdeposit.
</Update>

<Update label="09/28/2023" tags={["Reporting API", "Batch API", "Webhooks"]}>
  The `is_recurring` field should be ignored.
</Update>

<Update label="09/27/2023" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added new field `category_name` to the transactions data model.
</Update>

<Update label="09/12/2023" description="Microdeposits, Instant Account Verification" tags={["Connectivity"]}>
  Removed: The `CONFLICTED` and `REJECTED` statuses are no longer possible in the production environment and have been removed from the status table.

  Changed: The `account_name` parameter is no longer required when creating a microdeposit.
</Update>

<Update label="08/16/2023" description="Account Aggregation, Extended Transaction History" tags={["Connectivity", "Personal Finance Management"]}>
  The `is_recurring` field on transactions should be ignored.
</Update>

<Update label="08/09/2023" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added new fields `hold_total` and `pending_transactions_total` to the accounts data model.
</Update>

<Update label="08/08/2023" description="Account Aggregation, Instant Account Verification, Account Owner Identification, Extended Transaction History, Statements, Balance Checks" tags={["Connectivity"]}>
  The `enable_app2app` parameter was added for member create requests as a body parameter, and for generate OAuth URI requests as a query parameter.
</Update>

<Update label="08/07/2023" description="Account Aggregation, Instant Account Verification, Account Owner Identification, Extended Transaction History, Balance Checks" tags={["Connectivity"]}>
  Added: Create manual account and delete manual account endpoints. Expanded permissible fields for update account endpoint.
</Update>

<Update label="08/04/2023" tags={["MDX Real Time API", "MDX On Demand API", "Webhooks"]}>
  Added new field `running_balance` to the MDX transactions data model.

  Added the `estimated_payment_due_at` field to account-related notification webhooks.
</Update>

<Update label="08/03/2023" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added new fields `interest_paid_previous_year`, `interest_paid_ytd`, `statement_late_charges`, `next_payment`, `principal_balance`, `daily_deposit_limit_current`, `daily_deposit_limit_total`, `ly_deposit_limit_current` and `ly_deposit_limit_total` to the accounts data model.
</Update>

<Update label="07/25/2023" tags={["MDX On Demand API"]}>
  Added information about the `account_owners` data model and associated On Demand API endpoint.
</Update>

<Update label="07/12/2023" tags={["MDX On Demand API"]}>
  Added information about the `account_numbers` data model and associated On Demand API endpoint.
</Update>

<Update label="04/12/2023" tags={["Reporting API"]}>
  Added additional field is\_mobile\_webview to Analytics Events and Analytics Pageviews.
</Update>

<Update label="03/16/2023" description="Account Aggregation, Instant Account Verification, Account Owner Identification, Extended Transaction History" tags={["Connectivity"]}>
  Added: the `forgot_password_url`, `forgot_username_url`, and `trouble_signing_in_url` fields to the institution object.
</Update>

<Update label="02/21/2023" description="Instant Account Verification" tags={["Connectivity"]}>
  Added: The Connect Widget will now issue a `postMessage` when there are no valid DDA account in `verification` mode, and the user selects OK on the associated error screen.

  Added: The `passed_validation` field was added to account numbers objects.
</Update>

<Update label="02/10/2023" description="Account Owner Identification" tags={["Connectivity"]}>
  Added: Partners may optionally enable display of separate `last_name` and `first_name` fields on account owner objects.
</Update>

<Update label="02/09/2023" description="Connect Widget" tags={["Personal Finance Management", "Connectivity"]}>
  Update: The Connect Widget will now issue a postMessage when there are no valid DDA account in verification mode, and the user selects OK on the associated error screen.
</Update>

<Update label="02/03/2023" description="Instant Account Verification" tags={["Connectivity"]}>
  Added: `access_tokens` for processors now expire 60 days from the time they were issued. All tokens created on or before 2023-02-03 will expire on 2023-04-19.
</Update>

<Update label="02/02/2023" tags={["Personal Finance Management"]}>
  Added: The `mini_pulse_carousel_widget` now supports filtering through a query string.
</Update>

<Update label="01/25/2023" description="Account Aggregation, Instant Account Verification, Extended Transaction History" tags={["Connectivity"]}>
  Added: A new endpoint for reading account details: `/users/{user_guid}/members/{member_guid}/accounts/{account_guid}`.
</Update>

<Update label="01/12/2023" description="Account Aggregation, Instant Account Verification, Extended Transaction History" tags={["Connectivity"]}>
  Added: The list accounts by user and list accounts by member endpoints now accept the optional `member_is_managed_by_user` query string parameter.
</Update>

<Update label="01/04/2023" description="Account Aggregation, Instant Account Verification, Account Owner Identification, Extended Transaction History, Statements" tags={["Connectivity"]}>
  Added: The list users endpoint now accepts query parameters to search for users by `id`, `email`, and `is_disabled`.
</Update>

<Update label="12/21/2022" description="Account Aggregation, Instant Account Verification, Account Owner Identification, Extended Transaction History, Statements" tags={["Connectivity"]}>
  Added: The list accounts by member endpoint (`/users/{user_guid}/members/{member_guid}/accounts`) is now available for use.
</Update>

<Update label="12/20/2022" description="Account Owner Identification" tags={["Connectivity"]}>
  Added: The Connect Widget configuration now accepts the `include_identity` parameter.
</Update>

<Update label="12/15/2022" description="Instant Account Verification" tags={["Connectivity"]}>
  Added: The Connect Widget configuration now accepts the `include_identity` parameter.

  Added: The `/authorization_code` and `/token` endpoints were added for processor token.

  Changed: The `/payment_processor_token` endpoint has been deprecated. New processors should use the `/token` endpoint instead.
</Update>

<Update label="11/21/2022" description="Instant Account Verification" tags={["Connectivity"]}>
  Added: The response for the `/payment_account` endpoint now returns the `user_guid`, `member_guid`, and `account_guid`.
</Update>

<Update label="11/09/2022" description="Account Aggregation" tags={["Connectivity"]}>
  Changed: Only standard aggregations will trigger the agg throttle period. This throttle only applies standard aggs, and no other agg-type jobs are throttled.
</Update>

<Update label="10/21/2022" description="Account Aggregation" tags={["Connectivity"]}>
  Added: The `job_guid`, `user_id`, and `is_background` fields were added to the AGGREGATION webhook payload.
</Update>

<Update label="10/17/2022" tags={["Webhooks"]}>
  Added the `job_guid`, `is_background`, and `user_id` fields to the `AGGREGATION` webhook payload.
</Update>

<Update label="10/06/2022" tags={["Webhooks"]}>
  Added `member_guid` to the payloads for transaction and account-related notification webhooks.
</Update>

<Update label="09/30/2022" description="Microdeposits, Instant Account Verification" tags={["Connectivity"]}>
  Changed: Requests to microdeposit API endpoints no longer require the beta accept header.
</Update>

<Update label="09/28/2022" description="Microdeposits, Instant Account Verification" tags={["Connectivity"]}>
  Added: Microdeposit and account verification objects now include the `institution_name` field.
</Update>

<Update label="08/30/2022" tags={["Reporting API"]}>
  Added: Added a section to the introduction explaining the four resource groups, which ones are enabled by default, and which ones must be enabled separately. Added more information about each of the resources in the analytics events group.
</Update>

<Update label="08/16/2022" tags={["Webhooks"]}>
  Added `member_guid` to the transactions webhook.
</Update>

<Update label="08/02/2022" description="Instant Account Verification" tags={["Connectivity"]}>
  Added: The get payment account information endpoint was un-deprecated.
</Update>

<Update label="07/20/2022" description="Connect Widget" tags={["Personal Finance Management", "Connectivity"]}>
  Removed: `verifyError` step has been removed and is no longer part of the Connect Widget flow. The widget now handles this scenario in the connecting step. The most common scenario that led users to this step has been optimized and no longer happens.
</Update>

<Update label="06/29/2022" tags={["Connectivity", "Personal Finance Management"]}>
  Removed: `wait_for_full_aggregation` is no longer used. Widget behaves as if it was true.
</Update>

<Update label="06/27/2022" description="Connect Widget" tags={["Personal Finance Management", "Connectivity"]}>
  Updated: `wait_for_full_aggregation` is no longer used. Widget behaves as if it was `true`.
</Update>

<Update label="06/06/2022" tags={["Data"]}>
  Added: The `holding_type_id` field now appears on holding resources.
</Update>

<Update label="06/03/2022" description="Instant Account Verification" tags={["Connectivity"]}>
  Added: Processor Token endpoints for instant account verification are now available.
</Update>

<Update label="05/18/2022" description="Account Aggregation, Instant Account Verification" tags={["Connectivity"]}>
  Changed: Renamed `stepChange`'s `selectMember` step to `verifyExistingMember` for clarification.
</Update>

<Update label="05/16/2022" description="Connect Widget" tags={["Personal Finance Management", "Connectivity"]}>
  Updated: Renamed Connect Widget's `stepChange`'s `selectMember` step to `verifyExistingMember` for clarification.
</Update>

<Update label="04/26/2022" description="Account Aggregation, Instant Account Verification" tags={["Connectivity"]}>
  Added: Added `error_reason` to the values we may return as part of the `client_redirect_url`.
</Update>

<Update label="04/22/2022" tags={["Webhooks"]}>
  The table explaining member connection statuses was expanded to include more information as well as the `PENDING` status.
</Update>

<Update label="04/20/2022" tags={["All Products"]}>
  Added: The `instructional_text` field now appears on institution objects.
</Update>

<Update label="03/11/2022" description="Connect Widget, SSO V3" tags={["Personal Finance Management", "Connectivity", "Legacy APIs"]}>
  Added: `disable_background_agg` is now available as an option for the Connect Widget.
</Update>

<Update label="03/10/2022" tags={["All Products"]}>
  Added: A `type` field to credentials responses for the Platform API.
</Update>

<Update label="02/23/2022" tags={["Webhooks"]}>
  The `created_at` field was incorrectly shown as an ISO value in the example payload for beat webhooks. It has been corrected to a Unix timestamp.
</Update>

<Update label="02/08/2022" tags={["Webhooks"]}>
  The check\_number field was incorrectly documented as an integer. It has been corrected to a string.
</Update>

<Update label="02/02/2022" description="Account Aggregation, Instant Account Verification" tags={["Connectivity", "Financial Insights"]}>
  Added: `member_guid` field to `oauthRequest` `postMessage` payload.

  Added: The `mini_pulse_carousel_widget` now supports filtering through a query string.
</Update>

<Update label="01/19/2022" tags={["Webhooks"]}>
  The `is_oauth` field was added to member webhooks.
</Update>

<Update label="01/05/2022" tags={["Webhooks"]}>
  The beats webhook was deprecated.
</Update>

<Update label="12/06/2021" tags={["Data"]}>
  Added: List default categories endpoint and read default category endpoints.
</Update>

<Update label="12/03/2021" description="Account Aggregation, Instant Account Verification" tags={["Connectivity"]}>
  Added: `es` is now available as a language option for the Connect Widget.
</Update>

<Update label="11/29/2021" tags={["Reporting API"]}>
  Added notification profiles to the list of resources available in a snapshot.
</Update>

<Update label="11/23/2021" tags={["Reporting API"]}>
  Several enumerated values were missing from the documentation for the `notification_type` and `notification_type_name` fields. These values are not new, but were incorrectly left out of the documentation.
</Update>

<Update label="11/10/2021" tags={["Data"]}>
  Added: New fields to the enhance transactions endpoint: `category_guid`, `date`, `memo`.
</Update>

<Update label="11/08/2021" description="SSO V3" tags={["Legacy APIs", "Personal Finance Management"]}>
  Added: `es` is now available as a language option for the Connect Widget.
</Update>

<Update label="11/04/2021" description="Microdeposits, Instant Account Verification" tags={["Connectivity"]}>
  Changed: Updated the description on PostMessages (Come Back, Error, Verified). The cURL examples were corrected to use `GET` instead of `POST`.
</Update>

<Update label="11/02/2021" description="Connect Widget, SSO V3" tags={["Personal Finance Management", "Connectivity", "Legacy APIs", "Financial Insights"]}>
  Added: `es` is now available as a language option for the Connect Widget.

  Removed: Support for IE11.
</Update>

<Update label="11/01/2021" tags={["Reporting API"]}>
  Added the `available_credit`, `cash_advance_apr`, `cash_surrender_value`, `death_benefit`, `has_ly_transfer_limit`, `insured_name`, `is_personal`, `last_payment_on`, `loan_amount`, `ly_transfer_count`, `pay_out_amount`, `pending_balance`, `premium_amount`, `statement_balance`, and `statement_on` fields to the spec for accounts objects.
</Update>

<Update label="10/29/2021" description="Account Aggregation, Extended Transaction History" tags={["Connectivity"]}>
  Added: The `category_guid` field is now returned on transaction responses.
</Update>

<Update label="10/27/2021" tags={["Webhooks"]}>
  The payload for the `member_data_updated` webhook was corrected.
</Update>

<Update label="10/04/2021" tags={["Reporting API"]}>
  Added the `FileName` field for SFTP manifest files.
</Update>

<Update label="09/01/2021" description="Account Aggregation, Instant Account Verification" tags={["Connectivity"]}>
  Added: `imported_at` field for accounts.
</Update>

<Update label="08/30/2021" tags={["Reporting API", "Data"]}>
  Added discovered accounts and discovered transactions to the Reporting API.

  Added: `logo_updated_at` field for merchant resources.
</Update>

<Update label="08/19/2021" tags={["Webhooks"]}>
  The definition of the `aggregated_at` field for members was updated to include more detail on when it is set and updated.

  Added several more entries to the list of beat templates.
</Update>

<Update label="08/18/2021" description="Account Aggregation, Instant Account Verification, Account Owner Identification, Extended Transaction History" tags={["Connectivity"]}>
  Added: The `user_id` and `member_id` fields are now returned in account responses.
</Update>

<Update label="08/11/2021" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Updated the definitions for the `balance`, `available_balance`, and `available_credit` fields to conform with those used across all MX documentation.
</Update>

<Update label="07/27/2021" description="Account Aggregation, Instant Account Verification, Account Owner Identification, Extended Transaction History" tags={["Connectivity"]}>
  Added: The `user_id` field is now returned in member responses.
</Update>

<Update label="07/21/2021" description="Account Aggregation" tags={["Connectivity"]}>
  Added: The `member_is_managed_by_user` field in the account and transaction fields lists.
</Update>

<Update label="07/14/2021" tags={["MDX On Demand API"]}>
  Added support for `holdings` to MDX On Demand API.
</Update>

<Update label="07/13/2021" description="Account Aggregation, Instant Account Verification" tags={["Connectivity"]}>
  Added: `skip_aggregation` query parameter for the generate OAuth window URI member endpoint.
</Update>

<Update label="06/30/2021" description="Account Aggregation, Instant Account Verification" tags={["Connectivity"]}>
  Added: `mx/connect/memberDeleted` postMessage event.
</Update>

<Update label="06/25/2021" tags={["Connectivity", "Data"]}>
  Added: `include_transactions` parameter for verification and identification.

  Added: The `merchant_location_guid` field is now returned in responses from the enhance transactions endpoint.
</Update>

<Update label="06/11/2021" tags={["Webhooks"]}>
  Clarified how partners should handle webhook requests and under what circumstances an error response should be returned to MX. Also clarified changes that can occur in webhook payloads.
</Update>

<Update label="06/02/2021" tags={["Webhooks"]}>
  Added definitions for the `is_recurring`, `is_subscription`, and `scheduled_payment_guid` fields for transaction webhooks.

  Added documentation related to testing webhooks.
</Update>

<Update label="05/14/2021" tags={["Financial Insights"]}>
  Added: New postMessage event for Insights Widget.
</Update>

<Update label="05/10/2021" description="Account Aggregation" tags={["Connectivity"]}>
  Added: List transactions by account endpoint.
</Update>

<Update label="04/15/2021" tags={["Webhooks"]}>
  Added documentation on the is\_being\_aggregated field for member webhook payloads.
</Update>

<Update label="04/13/2021" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Removed the `statement_on` and `statement_at` fields; these were replaced with the more clear `statement_closed_on` field.
</Update>

<Update label="04/07/2021" tags={["Personal Finance Management", "Connectivity"]}>
  Added: Documented the list tag transactions endpoint.

  New product: Statements.
</Update>

<Update label="03/30/2021" description="Connect Widget" tags={["Personal Finance Management", "Connectivity"]}>
  Added: Member connected, primary action selected postMessage for Connect Widget.
</Update>

<Update label="03/19/2021" tags={["Reporting API"]}>
  Added the `displayed_at` and `has_been_displayed` fields to the spec for beat objects.
</Update>

<Update label="03/16/2021" description="Account Aggregation, Extended Transaction History" tags={["Connectivity"]}>
  Added: `is_recurring` and `is_subscription` field on transaction objects.
</Update>

<Update label="03/04/2021" description="Account Aggregation, Instant Account Verification" tags={["Connectivity"]}>
  Added: `onEvent` function/event handler for the Connect loader, which is compatible with `ui_message_version: 4`.
</Update>

<Update label="02/17/2021" description="Extended Transaction History" tags={["Connectivity"]}>
  Added: New extend history endpoint.
</Update>

<Update label="02/16/2021" tags={["MDX Real Time API", "MDX On Demand API", "Reporting API"]}>
  Added the `cash_advance_apr` and `statement_on` fields to MDX APIs.

  Added the `user_communication_profile` resource to the Reporting API.
</Update>

<Update label="02/05/2021" description="Account Aggregation" tags={["Connectivity"]}>
  Added: new insurance-related fields on the accounts resource: `insured_name`, `pay_out_amount`, and `premium_amount`.
</Update>

<Update label="01/19/2021" tags={["Reporting API"]}>
  Added the `EncryptedFileSize` field for SFTP manifest files.
</Update>

<Update label="01/12/2021" tags={["Webhooks", "Connectivity"]}>
  Added documentation on the `is_relevant` field for beats webhooks.

  Added: Five types of webhooks including: connection status, aggregation, balance, history, and statements.
</Update>

<Update label="01/08/2021" tags={["Reporting API"]}>
  Added `is_relevant` field in beats, and `feed_localized_memo` in transactions.
</Update>

<Update label="12/18/2020" description="SSO V3" tags={["Financial Insights", "Legacy APIs", "Personal Finance Management"]}>
  Added: `pulse_widget` as an option with which the `Accept-Language` header can be used.
</Update>

<Update label="11/11/2020" tags={["Reporting API"]}>
  `DISCOVERED_ACCOUNTS` and `DISCOVERED_TRANSACTIONS` were removed from the list of the resource types that may be included in manifest files for SFTP delivery.
</Update>

<Update label="11/10/2020" tags={["MDX Real Time API", "MDX On Demand API", "Connectivity"]}>
  MDX v5: Updated the format across several data specs to conform to the latest standards. Added the `cash_advance_apr` and `statement_on` fields.

  Added the `longitude`, `latitude`, `merchant_guid`, and `merchant_location_guid` fields to batch response files.
</Update>

<Update label="08/10/2020" description="Connect Widget" tags={["Personal Finance Management", "Connectivity"]}>
  Added: New mx/connect/oauthError postMessage(v4) event for the Connect Widget.
</Update>

<Update label="08/09/2020" tags={["Reporting API"]}>
  Added two new fields to the data spec for users: `email_is_verified` and `phone_is_verified`.
</Update>

<Update label="07/29/2020" tags={["Reporting API"]}>
  Added a new field to the transaction spec: `feed_description`.
</Update>

<Update label="07/23/2020" tags={["MDX Real Time API"]}>
  Added documentation on the **remap user ID**, **remap member ID**, and **remap account ID** endpoints.
</Update>

<Update label="07/21/2020" tags={["Reporting API"]}>
  Added information on manifest files for SFTP delivery.
</Update>

<Update label="06/29/2020" description="Account Aggregation" tags={["Connectivity"]}>
  Added the `is_recurring` and `is_subscription` fields for transactions.
</Update>

<Update label="06/22/2020" tags={["Webhooks"]}>
  The `user_agent` field was added to the response for analytics events, and the `user_agent_string` field was deprecated.
</Update>

<Update label="06/12/2020" tags={["Reporting API"]}>
  Added a new field to the account spec: `is_internal`.
</Update>

<Update label="05/04/2020" tags={["MDX On Demand API", "Webhooks"]}>
  Added a userkey option as a supported response for **create session** and **update session** requests in MDX On Demand API.

  Corrected webhook example payloads to show `null` where no value is available.
</Update>

<Update label="04/27/2020" tags={["Reporting API", "Webhooks"]}>
  Added information analytics pageviews, analytics timed events, beat feedback, and notification profiles to the Reporting API.

  Two fields were added to the transactions webhook: `merchant_guid` and `merchant_location_guid`.
</Update>

<Update label="04/16/2020" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added information on new account subtypes.
</Update>

<Update label="04/14/2020" tags={["Reporting API", "Webhooks"]}>
  Added information on new account subtypes.
</Update>

<Update label="04/10/2020" tags={["Batch API"]}>
  New product; Batch API is live.
</Update>

<Update label="04/02/2020" tags={["Reporting API"]}>
  Added a new field to the user spec: `created_at`.
</Update>

<Update label="01/14/2020" tags={["Webhooks"]}>
  Add documentation on currency code for notification webhooks.
</Update>

<Update label="01/08/2020" tags={["Webhooks"]}>
  Add documentation for email/SMS verification tokens in webhook alerts.
</Update>

<Update label="12/17/2019" tags={["Webhooks"]}>
  Add `client_id` and name to budget fields. Add `feed_is_international`, `is_international`, and `is_international_set_by` to transaction fields. Add `created_by` and correct `metatype` to `meta_type` in the goals fields.
</Update>

<Update label="11/14/2019" tags={["MDX On Demand API"]}>
  Added clarifying information in the **create session** and **update session** endpoint descriptions to describe available MFA workflows.
</Update>

<Update label="09/17/2019" tags={["Webhooks"]}>
  Add documentation for notification webhooks.
</Update>

<Update label="08/20/2019" tags={["Webhooks"]}>
  Add `client_id` field to budgets and budget notifications payload.
</Update>

<Update label="03/13/2019" tags={["Webhooks"]}>
  Initial publication of documentation for Webhooks V1.
</Update>

<Update label="12/19/2018" tags={["MDX Real Time API"]}>
  Added a clarification to the versioning section that some fields containing enumerated values, for example `account_subtype`, may have additional values added from time to time. Partners should be aware of this and plan for it.
</Update>

<Update label="11/16/2018" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added a clarification in the section on date formats explaining that dates provided in ISO 8601 format must be convertible to Unix epoch time.
</Update>

<Update label="11/09/2018" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added a 'Number Limits' section to outline the precision and scale of decimal numbers. Updated the maximum length values in the field definitions with the correct precision,scale values.
</Update>

<Update label="03/26/2018" tags={["MDX Real Time API", "MDX On Demand API"]}>
  Added the `is_international` field to the transactions data model.
</Update>

<Update label="03/02/2018" tags={["MDX Real Time API"]}>
  Added a Limitations section which outlines the rate limit that MX applies to each partner's API requests. Error code `429 Too Many Requests` was added to the Errors section.
</Update>