RELEASE NOTES

Our release notes offer brief, high-level descriptions of enhancements and new features. We include tips to help you get started and best practices to ensure your continued success.

Latest Release notes

Feature Summary – 5th June 2020

As part of AFEX’s continuous enhancements to streamline the Compliance onboarding process, this release sees the inclusion of a new onboarding API method known as ‘Account Create’. Also included in this release are an increased number of supporting reference API methods to assist with the collection of required onboarding information via the PartnerAPI.

  •  Account Create – The ‘POST api/v1/AccountCreate’ method allows AFEX’s partners to onboard Corporate Clients, Private Clients and Registered Users all within this new single PartnerAPI method.
  • Add Files Method – The ‘POST api/v1/AddFiles’ method allows AFEX’s partners to upload multiple onboarding documentation and files to a client account record in order to support the Compliance onboarding/screening process.
  • Account Entity Type –Allows you to retrieve a list of the accepted client Account Entity Types that can be onboarded with AFEX’s new ‘Account Crete’ method.
  • Individual Roles – This method allows you to retrieve a list of available Individual Roles that can be specified during Corporate Client onboarding with the ‘Account Create’ method.
  • Salutation – Allows you to retrieve a list of the available Salutations that can be specified during client onboarding with the ‘Account Create’ method.
  • AFEXDirect User Role – Returns a list of available AFEXDirect User Roles that can be specified during Corporate Client onboarding with the ‘Account Create’ method.
  • Business Identification Type – This method allows you to retrieve a list of the accepted Business Identification Types that can be specified during Corporate Client onboarding with the ‘Account Create’ method.
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