Release Notes

What’s New in Release Notes

Here you can find current and previous versions of eBoarding’s Release Notes.

Learn about eBoarding’s new Guided Flow on the Getting Started page.

Partners can now request Push notifications for status updates.

Tips for troubleshooting Boarding Timeouts after application submission have been added.

Documentation has been reformatted to explain high level functionality of eBoarding APIs, using Swagger for data element details.

New APIs are available for document generation and signing and to receive Converge credentials.

Canadian Code of Conduct document can now be retrieved via an API call.

The request and response are detailed in the Complementary API Calls section.

In light of ongoing Anti-Money Laundering (AML) requirement implementation, some fields may be subject to change and removal.

The following fields are new to the request model.

Parent Element(s)	Element	Description
equipmentPricing	startMonth	New optional field for purchase type RENT. Represents rental start month. Field startYear is required if startMonth is populated. Both startMonth and startYear cannot be a month/year in the past. This option will be populated by Month codes
equipmentPricing	startYear	New optional field for purchase type RENT. Represents rental start year. Field startMonth is required if startYear is populated. Both startMonth and startYear cannot be a month/year in the past.
equipmentPricing	leaseTerm	New optional field. Required when purchaseType is INSTALLMENT and must be populated with 3.
equipmentPricing	INSTALLMENT	New possible enum for purchaseType.

The following fields were removed.

Parent Element(s)	Element	Description
verifications	LEGAL	Legal verification information, twin construct to BUSINESS key-value pair. Any prior requirement that makes legal verification mandatory should be ignored. Any defaulting based on it should be replaced with business verification.

The following fields were collected and sent in requests for the previous version, but are not collected and sent in the current version.

Parent Element(s)	Element	Description
businessInfo	businessVerification	Document information regarding validation of business. Succeeded by verifications.

The following fields are new to the request model.

Parent Element(s)	Element	Description
principal/shareholder	usPerson	Boolean denoting whether a person is a US citizen. Boolean true if yes, false for no.
principal/shareholder	titleType	Enum representation of possible title a person holds.
intermediaryOwner	ownershipPct	Ownership percent of intermediary owner. Cannot exceed 100% when summed with principal/shareholder amounts.
principal/shareholder	signingAgreement	Required. Boolean denoting whether a person is signing the application's agreement. Boolean true if yes, false for no.
businessInfo	ownerExemptionType	Enum representing beneficial owner exemption statuses.
businessInfo	verifications	Map of BUSINESS to its respective document verification information.
principal/shareholder positions	SOLE_PROP	New possible boolean entry for the positions map.
cardPricing	OMNICOMMERCE	New possible enum for pricingCategory.

The following fields have slightly different rules governing their usage compared to previous versions.

Parent Element(s)	Element	Description
businessVerification	bearerShares	Boolean describes if the business has bearer shares. Boolean true if yes, false for no. Moved from businessVerification, which has been removed, to businessInfo.
businessVerification	legalStatus	Enum describing document of legal status. Moved from businessVerification, which has been removed, to businessInfo.
principal/shareholder	Title	Free text description of person’s title. Previously the only entry field for a person’s title. Now a free text field only to be used when titleType is OTHER.