Intelligent Office and its APIs are constantly evolving, and we are now introducing a new way of how Plan API handles currency.
We are changing how IO and our APIs handle currencies and are introducing a preferred header for Plans. "Prefer: currency=base" will retrieve the plan in the base currency . By default, the API will return the plan in plan.Currency which can be any currency.
This new feature gives you the ability to record contributions, withdrawals, and valuations in plan currency which is different than the regional base currency. Currently, a Plan can be set to use a different currency but all underlying valuations, etc are in GBP within the API.
There is no contract change, but if you do not apply the preferred header there is a chance you might get a plan and its latest valuation in a currency you didn’t expect.
The changes are due to be implemented during Q2. This post will be updated when we have a exact date.
By Christofer Andersson
24/04/20 10:49
The following APIs will be updated to increase security and align them with our other APIs.
By Christofer Andersson
02/03/20 10:53
We have released our expenditure API for general availability after an extended period of internal testing of our own products. With Expenditure API you will be able to get more fact find data from your client records in IO or if you collect this type of data in your own system you can now post it back to IO.
By Christofer Andersson
10/02/20 21:43
We have added IntellifloStandard and IntellifloEnterprise to the list of providers on Documents API. Please make sure your code is updated to take these new values in consideration or you might experience errors while calling this endpoint.
By Christofer Andersson
28/01/20 10:27
As part of Intelliflo’s ongoing work to secure our platforms, we will be disabling TLSv1.0 and 1.1 on all endpoints on February 14th 2020.
By Christofer Andersson
16/01/20 16:30
By Christofer Andersson
20/12/19 15:16
iflo:io:WealthLinkExtension (https://developer.intelliflo.com/docs/ExtensionReference#iflo:io:WealthLinkExtension) has been renamed to ProductLinkExtension to reflect it will be available for more products than wealth related.
By Christofer Andersson
19/12/19 09:53
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