- Adds two new endpoints: Create Customers V3 and Create Customers V3 (Batch).
- Introduces the concept of Hosted Customers, which makes Customer Secrets optional on all endpoints which previously required them.
- Documented default to from case in Retrieve Financial Products V2 and Retrieve Financial Products.
- Fixed documentation for get customers endpoints
- Fixed documentation for put customer context endpoints
- Deprecated Retrieve Financial Products.
- Corrected sample Financial Products in Retrieve Financial Products V2.
- Added new Retrieve Categories V2 endpoint.
- Added new Retrieve Available Categorisation Models V2 endpoint.
- Deprecated Retrieve Categories.
- Added
models.categorisation
field to Customer Context models.
- Updated Retrieve Category Totals X-From and X-To parameter descriptions and endpoint description.
- Updated Retrieve Merchant Totals V2 X-From and X-To parameter descriptions.
- Updated Retrieve Benefits Totals X-From and X-To parameter descriptions.
- Removed Retrieve Merchant Totals V1 following deprecation period.
- Added
format
query parameter to Retrieve Categories.
- Fix income types for Retrieve Income Transactions V2.
- Deprecated Retrieve Financial Forecast.
- Deprecated Create Transaction Rule(s).
- Renamed Retrieve Upcoming Transaction endpoints (V1 and V2) to Retrieve Forecasted Transactions.
- Renamed Recategorise Transaction endpoints (V1 and V2) to Correct Transaction Categories.
- Fix documented required fields for Recategorise Transaction V1.
- Deprecated Retrieve Accounts.
- Finalised Retrieve Accounts V2 (beta) to production release as Retrieve Accounts V2.
- Finalised Retrieve Account By ID V2 (beta) to production release as Retrieve Account By ID V2.
- Finalised Retrieve Balances Over Time (Beta) to production release as Retrieve Balances Over Time.
- Finalised Retrieve Balances Over Time By Account (Beta) to production release as Retrieve Balances Over Time By Account.
- Update amount descriptions