Release Version 4.27.0 (January 15, 2025)

15. 01. 2025

Pre-deployment steps

To be done before deployment

token.ttl should be changed in the application.yaml to the required value in minutes (default value is 300)

Changes to notice

The release includes a migration to populate data for reporting, which will take additional time, resulting in a longer deployment downtime than usual.

New functionality

Feature	Description	Benefits
Ability to add any custom information to user profile	To include custom information in a user profile, provide the required details in the rawData field as shown below:	Flexibility to add any custom information to a user profile in a structured or unstructured format, accommodating diverse data requirements.
	"additional": { "type": "RawProfileExtDto", "rawData": "Some Text 4" }
	This can be done using the API:
	PATCH /profiles/my/additional or PATCH /profiles/{userId}/additional.
	You can include multiple fields, separated as needed, or use any text format, such as JSON.
Ability for the service user to specify monthly fee that can be linked to the Contract	To specify, edit or view the monthly fee:	Ability to specify monthly fee that can be linked to the Contract and charged from the users
	· Open Vendors menu
	· Find system vendor
	· Click the button Monthly fee (this button is visible only for system vendor)
	This functionality is only about setup, applying a monthly fee will be implemented in future versions.

Ability for service users to attach files to the messages for in-system communication	Service users can attach files to messages when communicating with business users.	Enhance communication by enabling users to share relevant files directly within the system.
	Note: This functionality is currently available in the APIs and will be incorporated into the UI in future versions.
Ability to filter reconciliation list by reconciliation type (transactions or asset) and search by configuration name	Service users can filter the reconciliation list by reconciliation type (transactions or asset) and search by configuration name	More convenience in managing and navigating the reconciliation list
Ability to add a note when resolving reconciliation mismatch	Service users can add a note when resolving reconciliation mismatch	More clarity for mismatch resolving reason
The ability for business users to create requests to add money to a wallet through a cash desk.	Business users can create requests to add money to a wallet through a cash desk.	Simplify the process for business users to add funds to wallets through cash desks
	It can be done using API POST /v1/cash-desk-top-ups/{cashDeskId}

	Note: This functionality will be available on UI in the SDK.finance mobile application.
The ability for business users to view the list of their transfer templates (for in-system transfers and transfers to bank accounts)	Business user can view the list of their transfer templates (for in-system transfers and transfers to bank accounts).	Simplify the process for business users to make transfers
	It can be done using API
	POST /templates/view
	Note: This functionality will be available on UI in the SDK.finance mobile application.
Legacy menu “Bank accounts” was deleted from UI.	To get the list of Bank accounts, open the menu Clients → Bank accounts
Legacy menu “KYC pending customers” was deleted from UI.	To get list of customers with pending KYC, open the menu Clients → KYC pending
Menu “Log history” was renamed to “User action history”
Ability for service users to duplicate existing role	To duplicate existing role:	Simplify the process of new role creation
	· open menu Roles → Roles and permissions
	· Find the required role and click on the “View details” button
	· Click on the “Duplicate role” button
Ability for service user to specify support contact at the system level	It can be done using API POST /property with "type": "CustomerSupportContactsData"	Simplify contacting support for business users
	Specified support contact will be displayed for business users in the SDK.finance mobile application.
	To view support contact, call API GET /property/CustomerSupportContactsData
Ability for service users to view requests to change phone number used for login	It can be done using API POST /login-change/request/view	The end-to-end flow enables business users to change the login phone number for the SDK.finance mobile application if they no longer have access to it
	Note: This functionality is currently available in the APIs and will be incorporated into the UI in future versions.
Ability for business users to specify document number along with providing document photo	It can be done using API POST /profile-documents	Enhance verification processes by allowing business users to provide both a document number and a document photo for more accurate identification
	Note: This functionality will be available on UI in the SDK.finance mobile application.

Improvements

Feature	Description
Ability to get a list of existing APIs with permissions required to call this API and roles with these permissions.	New API added: GET /api-list
When all mismatches for the reconciliation are resolved, the reconciliation status is changed to “Resolved”	Introduced a new reconciliation status RESOLVED
Ability to manage role description while editing role	New API added: PATCH /role-groups/{roleCode}
Token lifespan is specified in minutes instead of hours	The value of token.ttl in the application.yaml is changed from hours to minutes
Introduced exception-list to GET /actuator	To retrieve the list of exceptions returned by the APIs along with their status codes, open {host}/api/v1/actuator/exception-list

Fixes

Ability for administrator to delete users with Corporate role.

API changes

Detailed API descriptions and required permissions can be found here.

Updated

Type of rawData in RawProfileExtDto is changed from object to string in the following APIs

GET /profiles/my
PATCH /profiles/my/additional
GET /profiles/{userId}
PATCH /profiles/{userId}/additional

The following APIs have been extended with optional parameter for file identifiers (fileIds)

POST /conversations/{conversationId}/messages/view
POST /conversations/{conversationId}/messages
POST /tickets/transaction
POST /conversations/create-system-broadcasts

POST /role-groups/view

added description field for filtering

POST reconciliation/config/view

added configurationName and type for filtering

PATCH /reconciliation/records/mismatches/{mismatchId}

Introduced optional request body:

{
"note": "string"
}

POST /profile-documents/view

The new filter parameter ids was added to the request

POST /profile-documents

The new optional parameter documentIdentifier was added to the request

New field templateType was added to response of APIs

POST /templates/transfer/view and GET /templates/transfer

Added

POST system-vendor/monthly-fees 
PATCH system-vendor/monthly-fees/{monthlyFeeId}
DELETE system-vendor/monthly-fees/{monthlyFeeId}
POST system-vendor/monthly-fees/view
GET /api-list

Response example:

{
     "records": [
        {
           "endpoint": "POST /api/v1/business-requests/{requestIdentifier}/approve",
           "roles": [],
           "permissions": []
        },
        {
           "endpoint": "POST /api/v1/business-requests/{requestIdentifier}/decline",
           "roles": [
               "ceo",
               "accountant",
               "antifraud_specialist",
               "administrator",
               "financial_specialist",
               "cashier"
           ],
           "permissions": [
               "BUSINESS_REQUEST_MANAGER"
           ]
       }
   ]
}

PATCH /role-groups/{roleCode}
GET /actuator/exception-list ({host}/api/v1/actuator/exception-list)

{
     "totalNumberOfExceptions": 371,
     "exceptionRecords": [
         {
             "exceptionName": "SerialGeneratorException",
             "exceptionCode": "exception.coin.serial.generator",
             "statusCode": 500
         },
         {
             "exceptionName": "CardAttachmentDisabledException",
             "exceptionCode": "exception.card_attachment.disabled",
             "statusCode": 400
        }
    ]
}

POST /cash-desk-top-ups/{cashDeskId}
POST /templates/view
POST /property

Request to specify support contact:

{
      "type": "CustomerSupportContactsData",
      "email":"obandak@gmail.com",
      "phone": "+432156789"
}

GET /property/CustomerSupportContactsData
POST /login-change/request/view

Deprecated/Deleted

PATCH /role-groups/{roleCode}/toggle

Configuration changes

The default value of token.ttl is changed from hours (default 5) to minutes (default 300)