Changelog

• The templates API was updated:
  • Orders now support a bank details object and allows the default account to be specified for all connections for the template.
  • Document upload and processing parameters can now be customized for the template using the document_upload object.
• Arequest_extended_history parameter is now supported for the Bridge token API to request financial transaction history for more than 90 days.
• The Loan object for Orders now includes an originator_email field.
• Assets report large deposits detection can be customized by amount, sales price, income and loan type.
• VOIE report now includes a last_task_at parameter to indicate the last transaction date. Additionally, each employment now has two new fields: last_period_end and last_pay_date for the most recent statement.

• The VOA report was updated to include alarge_deposit_threshold parameter to customize the value of the deposit threshold.
• The Financial Accounts endpoint has been updated with a new parameter called full_account_number. This parameter allows users to request unmasked account numbers. Additionally, the response now includes an owners array.
• The Uploaded Documents endpoint now supports insurance documents with two new types: INSURANCE_HOME_POLICY and INSURANCE_AUTO_POLICY
• A waterfall data_sources parameter was added to the employer object when creating an Order.
• Document upload data source docs is now supported as a data_source value for insurance.

• Order object was updated:
  • financial_accounts list is added to the Order, previous bank object is deprecated
  • fannie_voie_report_id parameter is deprecated in favor of voie_report_id
  • source field now can return the value darkmatter for our new upcoming Dark Matter LOS integration
  • use_case parameter is added
• The VOA report was updated:
  • New flags is_direct_deposit and is_subscription are added on the transaction level
  • same_owner_as_requested, direct_deposit_from_employer flags were added on the account level
  • relation_type parameter is added to the owners list

Bank Aggregation.

• New endpoint that allows you to retrieve account information:
  • Optional params allow you to filter accounts by type and subtype
  • Expanded fields for liabilities such as interest rate, credit_limit, loan term and maturity date

• New bank income reports, an income report generated using financial accounts transaction data

Document Upload Updates. We introduced a new API that allows you to directly upload a paystub PDF for parsing