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Client Service Status and Lead Status to be made available on client and lead APIs

We are adding new properties to client and lead API on GET, POST and PUT.

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By Christofer Andersson
14/06/21 13:57

API

Client and Service Case API enhancements

Due to FCA latest guidance for recording vulnerability on client level,

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By Christofer Andersson
24/05/21 13:29

API

Important information for API consumers using SEDOL

If you are using our APIs and also SEDOL, please make sure you have a licence in place. Intelligent office may be obliged to notify the LSE of SEDOL use. 

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By Christofer Andersson
03/12/20 13:53

API

Upcoming improvements to Assets API

Intelliflo will implement improvements to its Assets API (https://developer.intelliflo.com/apis?tags=assets )

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By Christofer Andersson
12/10/20 15:15

API

Address API changes

We are changing our enum values for address type. 'Other' becomes 'Correspondence'. All pre-existing records of type 'Other' will be updated to 'Correspondence'

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By Christofer Andersson
09/09/20 17:31

API

Upcoming changes to PLAN API (updated)

Correction of spelling mistake on 'PersonalProtectionPlan'

Current behaviour:

When POSTing (or PUT) a personal protection plan with benefit option 'terminalillnes' we will reject it as we currently only accepts the misspelled work 'terminalilness'

New behaviour:

we will accept the correct spelling and reject the misspelled word.

Properties to be added or removed for PensionDefinedBenefitPlan and PensionContributionDrawdownPlan discriminator:
The following properties has been added for PensionDefinedBenefitPlan and PensionContributionDrawdownPlan discriminator:

"guaranteedAnnuityRate " : "string" // string


The following property will be removed for PensionDefinedBenefitPlan and PensionContributionDrawdownPlan discriminator:

"guaranteedMinIncome" : {
"currency" : "string" // string
"amount" : "string" // string
}

Endpoint affected https://developer.intelliflo.com/apis?tags=plans

We will update you 4 weeks in advance of the deprecation of guaranteedMinIncome.

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By Christofer Andersson
10/08/20 15:55

API

New properties to Client API for trust and corporate records

We are adding new properties on Client API for Trust and Corporate records. Please see Client API documentation

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By Christofer Andersson
20/07/20 14:56

API

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