Changelog

May 2025

Statuses & Updates Page Now Live in Developer Portal

A new page, Dashboard > Statuses & Updates, is now available for all authenticated Developer Portal users; no additional credentials or set-up is required. This page provides a centralized view of the current health and historical performance of CSI’s Open Banking APIs.

CSI teams developed this tool in direct response to feedback from our bank partners and FinTech Integrators who requested more visibility into the availability and stability of core API services. The result is a streamlined dashboard that improves transparency and enables your team to better plan around system behavior and status events.

This release marks a significant improvement in the monitoring and transparency tools available to Open Banking participants. With system-level insight now easily accessible:

  • Bank support teams can quickly identify service impacts.

  • Developers can correlate performance issues to API status changes.

  • Everyone benefits from reduced support inquiries and improved operational awareness.

What’s Included

  • Real-Time System Health Indicators - Easily see the status of each Open Banking API at a glance. Visual indicators (Operational, Incident, Maintenance) display system health in real-time.

  • Outage Notifications - Users can opt-in to receive emails from CSI Performance Alerts when there are active incidents or scheduled maintenance that may impact API availability. Subscriptions can be set per API, allowing users to tailor notifications to what matters most to their implementation.

  • Incident Details - Each API tile displays the most recent status change, and the bottom of the page includes a scrollable list of incident details—offering insight into status of incidents or maintenance windows.

  • Maintenance Planning Visibility - Scheduled maintenance events are clearly identified and timestamped, helping banks and developers proactively plan around upcoming events.

APIs Currently Tracked on Statuses & Updates Page

  • Customers API

  • Deposits API

  • Lending API

  • Payments API

  • Document Services API

  • Digital Banking API

  • Meridian API

How Notifications Work

All emails for incidents and maintenance come from CSI Performance Alerts. If you’ve opted in, you’ll automatically receive updates as status changes occur. You can unsubscribe or modify preferences at any time via the notification links.

Developer Portal Update: Stay Informed with New Notification Feature

Stay up to date with the latest Open Banking developments using a new feature in the Developer Portal.

Effective immediately, Developer Portal users can subscribe to receive important notifications directly from our team. These communications will help ensure you’re always informed about updates that may affect your work, including:

  • New API releases and enhancements

  • Scheduled changes or deprecations

  • Developer Portal improvements and new tools

  • Policy updates and integration guidelines

  • System maintenance events

To manage your subscription preferences, visit the Dashboard > Credentials section within the Developer Portal.

We encourage all developers to opt in and take advantage of this feature to stay aligned with our latest updates and best practices.

Developer Portal FAQ Updates

Our teams have expanded the FAQ section on the Developer Portal, adding new questions/answers and organizing all content into three dedicated sections.

  • General and Getting Started

  • API Product Specific

  • Technical Documentation and Support

This new organization will help you more easily locate answers to the most common questions. Explore the updated FAQs here: Guides > Resources > FAQs, today and discover how you can efficiently embed solutions, identify account types, and meet prerequisites for creating debit cards in the production environment

April 2025

  • The POST Funds Transfer endpoint has been expanded to accept additional payment types and corresponding tran codes when a DDA/SAV transfer is used to make a loan payment. 

  • The Hold Type field has been added to the DDA/SAV endpoints for Inquiry, Add, and Edit Hold responses.  

January 2025

API Call Workflows 

API Call Workflows have been added to the Developer Portal to guide you through common API use cases. These workflows provide step-by-step instructions, including details on dependencies and next steps for seamless integration. This resource is designed to streamline your development process and ensure clarity when working with our APIs. 

Visit the Developer Portal > Guides > Resources menu to explore these workflows available in our phase 1 release. 

  • Create a Loan Note 

  • Add Beneficial Ownership 

  • Retrieve a Check Image 

  • Create Money Movement 

  • Create a DDA or SAV Account 

 Frequently Asked Questions 

An FAQ page is now available within the Developer Portal (Guides > Resources). This page is intended to house answers to common questions, provide clear and concise information, and empower developers with knowledge to reduce the need for support calls. 

Our teams will release FAQs in phases, addressing common questions first and gradually enhancing a robust library of FAQ articles. Stay tuned for regular updates as we roll out new FAQs periodically.  

API Enhancements 

  • The Promotion field has been added to the Open New Account and the Account Details Inquiry endpoints for demand deposit and savings.   

  • Filtering parameters have been added to the Get Memo Activity and the Get Posted Activity endpoints for demand deposit and savings. 

December 2024

Recently added Features of CSI Developer Portal: 

  • Profile Page/Dashboard 
    We have revamped the Profile Page and Dashboard to offer a more intuitive and user-friendly interface. Streamlined workflows will provide quicker access to essential tools and information. 

  • Global Search Option 
    The Global Search option is a powerful tool that allows users to search for any keywords across the entire portal. Using this new tool, you will be able to find the information you need more efficiently. 

  • Third-Party Vendor Support 
    You will be able to request help from the Bridge Support Team directly through the Developer Portal. This seamless way to access support facilitates the process and helps resolve issues more promptly. This is the preferred method to initiate all future requests.

    • When cases are submitted pertaining to a bank’s integration, our teams will add the bank for awareness and provide any bank specific information needed. 

 Updates were made to the following APIs:

  • Demand Deposits

    • A new endpoint can be used to close demand deposit and savings accounts:

    • Close Account

  • Time Deposits

    • Four new endpoints have been added for Holds on Time Deposit Accounts:

    • Retrieves all Holds on a TDA Account

    • Creates a New Hold on a TDA Account

    • Updates an Existing Hold on a TDA Account

    • Deletes a Single Hold on a TDA Account

  • Customer Link/Unlink

    • Link a CIF Relationship to an Account

    • Unlink a CIF Relationship to an Account

  • Updated Fields for DDA Promotion

    • Account Details Inquiry

      • Field of Promotion added to the Response Body.

    • Open New Account

      • Field of Promotion added to the Request Body. Optional.

APIs in Beta

The following APIs are currently in Beta. They are available for use in the Developer Portal. A future memo will be sent at the end of Beta testing.

  • Card Management (v2) Updated Contracts

    • Create Card

    • Get Cards by TIN Type

    • Retrieve Card On/Off Status

    • Turn Card On or Off

  • Document Imaging

    • New Imaging Services Endpoints

      • Gets the Image for the Requested Item

      • Gets the Transaction Listing associated with the Requested Item

  • CRM

    • New Beneficial Ownership Endpoints

      • Add a New Beneficial Owner to the Specified Legal Entity Customer

      • Lookup Beneficial Owner Details

      • Lookup Beneficial Owners for Selected Legal Entity Customer

      • Update the Specified Beneficial Owner Information

August 2024

  • Loans

    • Error messages have been updated on several loans endpoints to make it easier to troubleshoot 
      the failure for invalid requests. 

      • Changes to internal logic for the following endpoints were made to ensure they behave as 
        expected. 

        • PUT /api/Loans

        • PUT /api/Loans/{accountNumber}/{subAccountNumber}/CollateralInfo