Revision History

Added the following new Portfolio Management APIs:

• getDashboardGraphs
• getPortfolioGraph

• Updated Portfolio Management API's and WealthOrder API's
• Added the following new Portfolio Management APIs:
  • getFavoriteInstruments
  • updateWatchlist
  • getWatchlist
  • getInstrumentList
  • getInstrumentDetails

Added the following new Portfolio Management APIs:

• getPortfolioListForAdmin
• getCustomerFeaturesAndActions

• Updated the Experience API's.
• Added getBankDate API.

• Added the following new Portfolio Management APIs:
  • getCustomers
  • updateFavoriteCustomers

• Added new experience APIs for Adhoc Statements

• Updated Portfolio Management and WealthOrder API's.

• Updated Portfolio Management API's

Document updated for R2023.01 with the following features:

• Added new experience APIs for Wealth.

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.

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.