Temenos Digital

Updated On 22 March 2025 | Min(s) read

Feedback

Revision History

Date	Product Version	Features and Updates
03-31-2025	25.04 (AMR)	Added the following new Portfolio Management APIs: getDashboardGraphs getPortfolioGraph
03-06-2025	25.03	Updated Portfolio Management API's and WealthOrder API's Added the following new Portfolio Management APIs: getFavoriteInstruments updateWatchlist getWatchlist getInstrumentList getInstrumentDetails
01-10-2025	25.01	Added the following new Portfolio Management APIs: getPortfolioListForAdmin getCustomerFeaturesAndActions
09-02-2024	24.09	Updated the Experience API's. Added getBankDate API.
07-09-2024	24.07	Added getPortfolioPermissions API.
05-27-2024	R24 AMR	Added the following new Portfolio Management APIs: getCustomers updateFavoriteCustomers
11-08-2023	2023.11	Added new experience APIs for Adhoc Statements
08-10-2023	2023.08	Updated Portfolio Management and WealthOrder API's.
06-19-2023	2023.06	Updated Portfolio Management API's
05-16-2023	2023.01	Document updated for R2023.01 with the following features: Added new experience APIs for Wealth.
04-26-2021	2021.04	Document updated for R2021.04 with the following features: Added Wealth specific APIs. Enhanced Party Microservice APIs. Added new Onboarding specific APIs. Added new SME Banking specific APIs and updated the existing APIs. Added new Retail Banking specific APIs and updated the existing APIs.
08-04-2021	2021.07	Document updated for R2021.07 with the following features: Enhanced Wealth specific APIs. Added new SME Banking specific APIs and updated the existing APIs. Added new Retail Banking specific APIs and updated the existing APIs. Added Consent Management APIs. Enhanced Arrangement Microservice specific APIs. Enhanced Holdings Microservice specific APIs.
09-02-2021	2021.08	Document updated for R2021.07 with the following features: Added new Retail Banking specific APIs and updated the existing APIs.

In this topic