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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

Expenditure API released

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.

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By Christofer Andersson
10/02/20 21:43

API

Added storage providers to Documents API - Please read

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.

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By Christofer Andersson
28/01/20 10:27

API

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