Changelog

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