Changelog

March 27, 2026

v1.6.1

See below for our latest API changes. This release extends StatementResponse with account and institution identifiers and adds full support for both account and institution statement types to GET /statements. It also expands transaction filtering options and adds is_receiving_printed_statements to account management. We recommend reviewing this page closely before beginning development or upgrading to a new API version.

Updated Endpoints

  • POST /digital-banking/v1/accounts (Create Account)

    • Removed institution_alternative_id (string, optional) — this field was present in v1.6.0 but has been removed from CreateAccountRequest in v1.6.1. Use PATCH /accounts/{account_id} to set this field post-creation if needed.

  • PATCH /digital-banking/v1/accounts/{account_id} (Update Account)

    • Added submitted_by (string, optional, max 128) — identifies who submitted the update for audit purposes.
    • Added is_receiving_printed_statements (boolean, optional) — controls whether the account receives printed statements.
    • Added cost_center_id (uuid, optional) — internal cost center assignment.

  • GET /digital-banking/v1/accounts/{account_id}/transactions (List Transactions)

    • Added start_datetime and end_datetime query parameters (datetime, optional) — timezone-aware datetime filters. Cannot be combined with start_date/end_date.
    • Added page and page_size query parameters (integer, optional) — enables paginated responses.
    • Added timezone query parameter (string, optional) — timezone for date-based filtering.

Schema Changes

  • AccountResponse

    • Added is_receiving_printed_statements (boolean, required) — indicates whether the account is enrolled in printed statements.

  • StatementResponse

    • Added account_id (uuid, nullable) — the ID of the associated account, if applicable.
    • Added institution_id (uuid, nullable) — the ID of the associated institution, if applicable.

  • StatementType

    • Added three new enum values: INSTITUTION_MONTHLY_SETTLEMENT_POSTINGS, INSTITUTION_MONTHLY_COST_CENTER_SETTLEMENT_POSTINGS, INSTITUTION_MONTHLY_NBID.

  • DepositorResponse

    • depositor_type changed from nullable to required — responses will always include this field. If you were handling null for depositor_type, update your parsing logic accordingly.

  • CreateTransactionRequest

    • transacted_at description updated with backdating constraints: must be timezone-aware, within the current calendar month, and must not precede the most recent allocation cutoff (2:00 PM ET on the last business day at or before submission time). No functional change to the field type, but validation behavior may be stricter.

  • GET /digital-banking/v1/files/statements

    • Institution statement types are now fully supported (previously noted as coming in Q1 2026). All of the following statement_type values are supported: ACCOUNT_MONTHLY_SWEEP, INSTITUTION_DAILY_SWEEP, INSTITUTION_DAILY_RECEIVE, INSTITUTION_MONTHLY_INTEREST, INSTITUTION_MONTHLY_NBID, INSTITUTION_DAILY_GL_POSTINGS, INSTITUTION_DAILY_GL_BALANCES, INSTITUTION_DAILY_COST_CENTER_POSTINGS, INSTITUTION_DAILY_COST_CENTER_BALANCES, INSTITUTION_DAILY_TRIAL_BALANCES, INSTITUTION_QUARTERLY_CALL_REPORT, INSTITUTION_WEEKLY_FR2900, INSTITUTION_DAILY_ACCOUNT_HISTORY, INSTITUTION_DAILY_TRANSACTION_HISTORY, INSTITUTION_DAILY_TRANSACTION_ERRORS, INSTITUTION_MONTHLY_SETTLEMENT_POSTINGS, INSTITUTION_MONTHLY_COST_CENTER_SETTLEMENT_POSTINGS. account_id is required when requesting account-level statement types; institution_id is required when requesting institution-level statement types.