Page Comparison

December 2024

Methods	Change	Comment	Status	Release Date

NuGet package

NuGet Gallery |

GetHoldingsOverTime

Added property: AbsoluteReturn

Status

colour	Blue
title	in development

NuGet Package

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

10

/13.

5

7.0

Status

colour	Green
title	Done

2023

2024-

09

12-

06

ExecutionInterface

UpdateExecutionInterface

Added properties for ExecutionInterface ExternalFund, ExceptionAccount, FirstTradeDate, LastTradeDate

18

UpdateExecutionInterface

ExecutionInterface

Added property: MinimumSubscriptionCashAmount on MFEX EI

Status

colour	Green
title	done

2024-12-18

CreateAutoGiroDepositOrders

Fix for using transfer receivers for accounts with POA

Status

colour	Green
title	done

2023

2024-

09-06

CreateInstruments

GetInstruments

UpdateInstruments

Addes property FundClass

12-18

CreateAccounts

Fix validation for addon activation when creating “Aksjesparekonto”

Status

colour	Green
title	done

2024-12-11

CreateRecurringOrderTemplatesAvtaleGiro

Fix validation for instrument and allocation profile

Status

colour	Green
title	done

2023-09-06

GetBusinessTransactions

Consider time on TradeDateFrom, TradeDateTo, SettlementDateFrom, SettlementDateTo, CreatedDateFrom and CreatedDateTo.

2024-12-11

NuGet Package

https://www.nuget.org/packages/Bricknode.Soap.Sdk/13.6.0

2024-12-04

GetRelatedFifoLots

New endpoint for getting related Fifo lots on transactions

Status

colour	Green
title	done

2023

2024-

09

12-

06

04

Events

ResetPassword

Added

new webhooks event

properties:

ExternalFundBatchOrderCreated

AutogeneratePassword,

FundBatchOrderCreated

SendEmail,

CurrencyExchangeBatchOrderCreated, FundBatchOrderUpdated
ExternalFundBatchOrderUpdated and CurrencyExchangeBatchOrderUpdated

ForcePasswordChangeOnFirstLogIn

Status

title
colour	Green

done

Done

2023

2024-

09-06

...

12-04

GetAccounts
CreateAccounts
UpdateAccounts

Added properties: MustCover and RemovePositionOnSettlement

Status

colour	Blue
title	in development

November 2024

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.

NuGet Package

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

title
colour	Green

Done

done

2023

2024-

08

11-

23

06

...

September 2024

Methods	Change	Comment	Status	Release Date
NuGet

packageNuGet Gallery |

Package

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

10

/13.

4

3.0

2024-09-25

CreatePersons
UpdatePersons
GetPersons

New property: TaxRate

Status

title
colour	Green

Done

done

2023

2024-

07

09-

11

UpdateAccounts

CreateAccounts

GetAccounts

Added DiscountGroupId as a property that relates to this Fee Management

25

https://bricknode.atlassian.net/wiki/x/AYCC3w

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

Status

colour	Green
title	done

2023

2024-

07-10

June & July 2023

Methods

Change

Comment

Status

Release Date

NuGet package

09-25
NuGet Package		https://www.nuget.org/packages/Bricknode.Soap.Sdk/

10

13.

3

2.0

Status

colour	Green
title	done

2023

2024-

07

09-

05

11

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

GetTradeOrders

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

Status

colour	Green
title	done

2024-09-11

CancelAutoGiroOrders

New endpoint for canceling autogiro orders

Status

colour	Green
title	done

2023

2024-

07

09-

05

11

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.

CreateRecurringOrderTemplatesAvtaleGiro

UpdateRecurringOrderTemplatesAvtaleGiro

Fix for decimal places on CashAmount

Status

title
colour	Green

Done

done

2023

2024-

07

09-

05https://bricknode.atlassian.net/wiki/spaces/API/pages/1122959430/UpdateTasks?src=search

11
ExecuteOrders	Fix for

Administrator property

CounterPartyAccount in

Inputs

ExternalFundBatchOrderExecute

Status

colour	Green
title	done

2023

2024-

07-05

NuGet package

09-11

August 2024

Methods	Change	Comment	Status	Release Date
NuGet Package		https://www.nuget.org/packages/Bricknode.Soap.Sdk/

10

13.

2

1.0

Status

title
colour	Green

DONE2023-06

	done

2024-08-28

UpdateTransferOrderStates

New property added: SettleAmount

Status

colour	Green
title	done

2024-08-28

CreateTransferReceivers

UpdateTransferReceivers

Added TransferReceiverExtraInfoBicIban

New property, KID, on transfer receiver type AvtaleGiro

Status

title
colour	Green

DONE

done

2023

2024-

06

Methods

Change

Comment

Status

Release Date

NuGet package

08-28

April 2023

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

New property added,
CurrencyExchangeRate, on ExternalFundBatchOrderExecute

Status

colour	Green
title	done

2024-08-28

NuGet Package

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

10

13.

1

0.0

Status

title
colour	Green

Done

done

2023

2024-

04

08-

19

14

DeleteFiles

UpdateTransferOrderStates

New

method for deleting multiple files in BFS

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

Status

title
colour	Green

Done

done

2023

2024-

04-19

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

08-14

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

Removed endpoint. Replaced by UpdateTransferOrderStates

Breaking change

Status

colour	Green
title	done

2024-08-14

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

colour	Green
title	done

2024-08-14

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

New endpoint for getting AvtaleGiro orders

Status

colour	Green
title	done

2023

2024-

03

08-

17

...

14

May, June 2024

Methods	Change	Comment	Status	Release Date

GetBusinessTransactions

Fixed filter for ReturnCalculationTypes

Status

colour	Green
title	done

2023-02-01

NuGet package

NuGet Gallery |

NuGet Package

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

9

/12.

4

3.0

Status

colour	Green
title	DONE

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

title
colour	Green

DONE

Done

2023

2024-

01

06-

11

26

CreateSubscriptionOrders

ExecutionInterfaceSettingKey is no longer mandatory

UpdateRecurringOrderTemplatesAvtaleGiro

New endpoint for updating RecurringOrderTemplates for AvtaleGiro

Status

title
colour	Green

DONE

done

2023

2024-

01

06-

11

26

ExecutionInterface

GetBusinessTransactions

Fixed filter for BusinessEventId

UpdateExecutionInterface

New property added: PrePaidWorkflow

Status

title
colour	Green

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

title
colour	Green

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

colour	Green
title	done

2024-05-22

NuGet package

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

9

12.

3

1.

1

0

Status

title
colour	Green

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

title
colour	Green

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

title
colour	Green

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

colour	Green
title	Done

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

colour	Green
title	Done

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

colour	Green
title	Done

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

title
colour	Green

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