Sub-account document indicators added to dashboard
New Accounts can now see uploaded documents directly on the Sub-Account Requests dashboard, including the document type, date uploaded, and file name.
This streamlines document review and reduces processing time.
Increased limits for SwitchRiskCategory endpoint
The SwitchRiskCategory endpoint now supports up to 10,000 accounts per batch operation (increased from 1,024).
This enables larger bulk operations for managing multiple risk categories for larger firms.
Improved data freshness for EOD reports
End-of-Day (EOD) reports now use dynamically adjusted data freshness thresholds based on vendor requirements.
This ensures EOD reports always generate with the most current data available, even when database queries are running slowly.
Resolved authentication errors for short grant codes
Fixed Bug: 404 errors occasionally occurred when users authenticated with short grant codes on the client dashboard. The authentication flow now properly waits for the API authenticator to be ready before making requests.
