Release Notes
What’s New in Release Notes
Here you can find current and previous versions of eBoarding’s Release Notes.
- November 2022 R51.1 Release Notes
- October 2022 R51 Release Notes
- September 2022 R50.2 Release Notes
- July 2022 R50 Release Notes
- June 2022 R49.2 Release Notes
- May 2022 R49.1 Release Notes
- April 2022 R49 Release Notes
- March 2022 R48.1 Release Notes
- February 2022 R48 Release Notes
- November 2021 R47 Release Notes
- August 2021 R46 Release Notes
- April and May 2021 R45 Release Notes
- February 2021 R44 Release Notes
- November 2020 R43 Release Notes
What’s New in the eBoarding Guide
Version 2.5
Learn about eBoarding’s new Guided Flow on the Getting Started page.
Partners can now request Push notifications for status updates.
Version 2.4
Tips for troubleshooting Boarding Timeouts after application submission have been added.
An eBoarding API Reference has been added.
Version 2.3
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.
Version 2.2
New API call
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.
Version 2.1
In light of ongoing Anti-Money Laundering (AML) requirement implementation, some fields may be subject to change and removal.
Added Fields
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. |
Removed Fields
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. |
Version 2.0
Removed Fields
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. |
Added Fields
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. |
Altered Fields
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. |