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December 2024

Methods

Change

Comment

Status

Release Date

NuGet package

 

GetHoldingsOverTime

Added property: AbsoluteReturn

Status
colour

Purple

Blue
titlein

progress

development

ExecutionInterface

UpdateExecutionInterface

Added properties for ExecutionInterface ExternalFund, ExceptionAccount, FirstTradeDate, LastTradeDate

NuGet Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/13.7.0

Status
colour

Purple

Green
title

IN PROGRESS

CreateInstruments

GetInstruments

UpdateInstruments

Addes property FundClass

Done

2024-12-18

UpdateExecutionInterface

ExecutionInterface

Added property: MinimumSubscriptionCashAmount on MFEX EI

Status
colour

Yellow

Green
title

ready for release

Planned release date 2023-09-06

August 2023

Methods

Change

Comment

Status

Release Date

CreateSwitchOrders

Added constraint so that the property AllocationItems must contain at least one item.

Will now throw an exception if AllocationItems is passed as an empty list.

done

2024-12-18

CreateAutoGiroDepositOrders

Fix for using transfer receivers for accounts with POA

Status
colourGreen
titledone

2024-12-18

CreateAccounts

Fix validation for addon activation when creating “Aksjesparekonto”

Status
colourGreen
title

Done

done

2023

2024-

08-23

July 2023

Methods

Change

Comment

Status

Release Date

NuGet package

NuGet Gallery |

12-11

CreateRecurringOrderTemplatesAvtaleGiro

Fix validation for instrument and allocation profile

Status
colourGreen
titledone

2024-12-11

NuGet Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk

10

/13.

4

6.0

2024-12-04

GetRelatedFifoLots

New endpoint for getting related Fifo lots on transactions

Status
colourGreen
title

Done

done

2023

2024-

07

12-

11

UpdateAccounts

CreateAccounts

GetAccounts

Added DiscountGroupId as a property that relates to this Fee Management

04

ResetPassword

Added properties:
AutogeneratePassword,
SendEmail,
ForcePasswordChangeOnFirstLogIn

Status
colourGreen
title

done

Done

2023

2024-

07-10

...

12-04

GetAccounts
CreateAccounts
UpdateAccounts

Added properties: MustCover and RemovePositionOnSettlement

Status
colourBlue
titlein development

November 2024

Methods

Change

Comment

Status

Release Date

NuGet

package

Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/

10.3.0

13.5.0

2024-11-08

NuGet Package

NuGet Gallery | Bricknode.Soap.Sdk 13.4.0

2024-11-06

UpdateRecurringOrderTemplateAutoGiro

Added properties: Day and Month

Status
colourGreen
titledone

2023

2024-

07

11-

05

06

GetSuperTransactions

Enable the collection of SuperTransactions which are the parent to BusinessTransactions

Links to orders and transaction notes for example are kept on the SuperTransaction level

Status
colourGreen
titledone

2023-07-05

UpdateSuperTransactions

Enable the updating of SuperTransactions which are the parent to BusinessTransactions

This is useful if links to other objects are going to be added after the transactions are created. For example, some transactions related to trades are created before the trade is executed and settled and thus no TransactionNotes exist so they have to be linked at a later stage to show up on the transaction note.

September 2024

Methods

Change

Comment

Status

Release Date

NuGet Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/13.3.0

2024-09-25

CreatePersons
UpdatePersons
GetPersons

New property: TaxRate

Status
colourGreen
title

Done

done

2023

2024-

07

09-

05

25

https://bricknode.atlassian.net/wiki/

spaces/API/pages/1122959430/UpdateTasks?src=searchFix for Administrator property in Inputs

x/AYCC3w

Added properties for RetryAttempts which shows the number of attempts on the transfer order.

Status
colourGreen
titledone

2023

2024-

07

09-

05

25

NuGet

package 

Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/

10

13.2.0

Status
colourGreen
title

DONE

2023-06-28

CreateTransferReceivers

UpdateTransferReceivers

Added TransferReceiverExtraInfoBicIban

done

2024-09-11

GetTradeOrders

A new response option LinkedOrderInfo, to get all linked orders.

Status
colourGreen
titledone

2024-09-11

CancelAutoGiroOrders

New endpoint for canceling autogiro orders

Status
colourGreen
titledone

2024-09-11

CreateRecurringOrderTemplatesAvtaleGiro

UpdateRecurringOrderTemplatesAvtaleGiro

Fix for decimal places on CashAmount

Status
colourGreen
titledone

2024-09-11

ExecuteOrders

Fix for CounterPartyAccount in ExternalFundBatchOrderExecute

Status
colourGreen
title

DONE

done

2023

2024-

06

09-

28

11

...

August 2024

Methods

Change

Comment

Status

Release Date

NuGet

package

Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/

10

13.1.0

Status
colourGreen
title

Done

done

2023

2024-

04

08-

19

28

DeleteFiles

UpdateTransferOrderStates

New

method for deleting multiple files in BFS

property added: SettleAmount

Status
colourGreen
title

Done

done

2023

2024-

04

08-

19

March 2023

Methods

Change

Comment

Status

Release Date

NuGet package

version 10.0.0

No changes in API or in usage.

Added support for a more flexible way of how the BFS client(s) can be registered with the DI container.

Documentation at https://github.com/Bricknode/Bricknode.Soap.Sdk#readme.
NuGet Gallery | Bricknode.Soap.Sdk 10.0.0

28

CreateTransferReceivers

New property, KID, on transfer receiver type AvtaleGiro

Status
colourGreen
titledone

2024-08-28

https://bricknode.atlassian.net/wiki/spaces/API/pages/2714271827/ExecuteOrders#ExternalFundBatchOrderExecute

New property added,
CurrencyExchangeRate, on ExternalFundBatchOrderExecute

Status
colourGreen
titledone

2024-08-28

NuGet Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/13.0.0

Status
colourGreen
titledone

2024-08-14

UpdateTransferOrderStates

New endpoint for updating the status of Transfer orders. Replacing endpoint: https://bricknode.atlassian.net/wiki/spaces/API/pages/83132535

Status
colourGreen
titledone

2024-08-14

https://bricknode.atlassian.net/wiki/spaces/API/pages/83132535

Removed endpoint. Replaced by UpdateTransferOrderStates

Breaking change

Status
colourGreen
titledone

2023

2024-

03-17

January and February 2023

Methods

Change

Comment

Status

Release Date

GetBusinessTransactions

Fixed filter for ReturnCalculationTypes

08-14

CreateDepositCashOrders 2.0

CreateDepositCashOrder(Old)

Changed Endpoint, creating deposits for one-off admissions and manual transfer IN orders.

This will replace the old endpoint with the same name

Breaking change

Status
colourGreen
titledone

2024-08-14

https://bricknode.atlassian.net/wiki/spaces/API/pages/3948150878/In+Development+GetAvtaleGiroOrders

New endpoint for getting AvtaleGiro orders

Status
colourGreen
titledone

2023

2024-

02-01

NuGet package

 

NuGet Gallery |

08-14

May, June 2024

Methods

Change

Comment

Status

Release Date

NuGet Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk

9

/12.

4

3.0

Status
colourGreen
titleDONE

2023

2024-

01

06-

11

CreateBusinessTransaction

Added response where SuperTransaction entities are returned (

26

https://bricknode.atlassian.net/wiki/spaces/API/pages/

60031192/CreateBusinessTransaction#Response-rows )

62193734/UpdatePersons?src=search

Fix for ResellerAccount in fields

Status
colourGreen
title

DONE

Done

2023

2024-

01

06-

11

26

CreateSubscriptionOrders

ExecutionInterfaceSettingKey is no longer mandatory

UpdateRecurringOrderTemplatesAvtaleGiro

New endpoint for updating RecurringOrderTemplates for AvtaleGiro

Status
colourGreen
title

DONE

done

2023

2024-

01

06-

11

26

ExecutionInterface

GetBusinessTransactions

Fixed filter for BusinessEventId

UpdateExecutionInterface

New property added: PrePaidWorkflow

Status
colourGreen
title

DONE

done

2023

2024-

01

06-

11

26

GetTransactionNotes

Fixed filter for CreatedDateFrom and CreatedDateTo

NuGet Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/12.2.0

Status
colourGreen
title

DONE

Done

2023

2024-

01-11

December 2022

Methods

Change

Comment

Status

Release Date

05-22

CreateRecurringOrderTemplatesAvtaleGiro

New endpoint for creating recurring orders/deposit orders for AvtaleGiro.

Status
colourGreen
titledone

2024-05-22

NuGet package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/

9

12.

3

1.

1

0

Status
colourGreen
title

Done

done

2022

2024-

12

05-

07

08

UpdatePersons

CancelTradeOrders

Added

property IsTerminatedWhether the person is deactivated or not.

new properties:

CancelBatch
CancelComment
CancelLinkedOrders

Status
colourGreen
title

Done

done

2022

2024-

12

05-

07

...

08

February, March and April 2024

Methods

Change

Comment

Status

Release Date

NuGet package

 

https://www.nuget.org/packages/Bricknode.Soap.Sdk/

9

12.

3

0.0

Status
colourGreen
title

DONE

Done

2022

2024-

09

04-

15

CreateBusinessTransaction

Added property ReconciliationStatus. ReconciliationStatus is an Enum that can be: Reconciled, Ignored and Investigate.

Set ReconciliationStatus.

Status
colourGreen
titleDone

2022-09-14

GetBusinessTransactions

Added property ReconciliationStatus. ReconciliationStatus is an Enum that can be: Reconciled, Ignored and Investigate.

Filter on ReconciliationStatus

29

https://bricknode.atlassian.net/wiki/x/rgEzAw

https://bricknode.atlassian.net/wiki/pages/resumedraft.action?draftId=53674418

https://bricknode.atlassian.net/wiki/x/DYAFBg

  • Remove PersonalNumber

  • AuthenticatePerson property added.

  • QRCodes in response.

  • StartTime in response .

  • CompletionData in response

Breaking change

Status
colourGreen
titleDone

2022

2024-

09

04-

14

29

UpdateBusinessTransactions

New api method.

Lets you update ReconciliationStatus and the CustomFields on the linked SuperTransaction (if present)

GetTradeOrders

Fix for ExecutionInterfaceKey in args

Status
colourGreen
titleDone

2022

2024-

09

04-

14

29

NuGet package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/

9

11.

1

0.0

2024-04-18

GetTransferOrders

Added endpoint for getting Transfer Orders, Deposit orders, and Withdrawal orders.

Status
colourGreen
title

DONE

done

2022

2024-

08

04-

18

17

GetFundBatchOrders
GetExternalFundBatchOrders

Breaking change

We have replaced CashTradeDate, InstrumentTradeDate, CashSettlementDate, InstrumentSettlementDate with SettlementDate and TradeDate. GetExternalFundBatchOrders and GetFundBatchOrders only display a single TradeDate and SettlementDate. If you wish to see specific dates for both the cash and instrument leg of the transaction you can select underlying TradeOrders to view InstrumentTradeDate, CashTradeDate, InstrumentSettlementDate, and CashSettlementDate separately.

UpdateTransferReceiverStates

Added support to update admission states through the API

Status
colourGreen
title

Done

done

2022

2024-

08

04-17

June & July 2022

Methods

Change

Comment

Status

Release Date

UpdateTransferReceivers

The capability to update additional information (ExtraInfo) on admissions will be discontinued.

Breaking change

Status
colourGreen
titledone

2024-04-17

NuGet package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/

8

10.

1

9.0-prerelease-a

2024-04-03

GetPersons

CreatePersons

UpdatePersons

Added property ForcePasswordReset to the Person object.

Status
colourGreen
title

DONE

done

2022

2024-

07

04-

14

03

CreateBusinessTransaction

Allow shorting of financial instruments while tracking negative acquisition values

Working with shorting and negative acquisition values via API

NuGet package

https://www.nuget.org/packages/Bricknode.Soap.Sdk

Status
colourGreen
titleDone

2022

2024-

06

03-21

ResetPassword

New API method.

Reset the password for user.

CreateWithdrawalCashOrder

Support for new TransferReceiver types: NorwegianPostGiro and NorwegianBankAccount

Status
colourGreen
title

Done

done

2022

2024-

06

03-

21

20

GetInstrumentsByName

CreateTransferReceivers

New API method

GetTransferReceiver

Search for instruments by name or part of name of the instrument.

Support for new TransferReceiver of type: AvtaleGiro

Status
colourGreen
title

DONE

done

2022

2024-

06

03-

21

20

NuGet package

NuGet Gallery |

https://www.nuget.org/packages/Bricknode.Soap.Sdk

8

/10.

0.0

7.0

Status
colourGreen
titleDone

2024-03-08

ExecutionInterface

Added property TradeRoute to ExternalFundExecutionInterface

Status
colourGreen
titleDone

2024-03-06

UpdateExecutionInterface

Added property TradeRoute to UpdateExternalFundExecutionInterface

Status
colourGreen
title

DONE

Done

2022-06-21

2024-03-06

CreateTransferReceivers

UpdateTransferReceivers

GetTransferReceiver

Support for two new types:

TransferReceiverExtraInfoNorwegianPostGiro
TransferReceiverExtraInfoNorwegianBankAccount

Status
colourGreen
titleDone

2024-03-06