2025
Added:
is_disabled_by_client to institution response.Removed: Support for the
cusip, cusip_set_by, and cusip_set_by_name fields has been removed.2024
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: 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.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.