API changelog

PATCH /bank-details changes bankName, accountNumber, accountType (CHECKING or SAVINGS), accountHolderName and routingNumber. A field you leave out keeps its stored value, a field sent as null is cleared, and the record is created when none exists. Text values are trimmed and cannot be blank, bankName holds up to 100 characters, and an unknown field is refused. The response never returns full numbers: accountNumberLast4 and routingNumberLast4 hold the last four characters, or **** for a number of four characters or fewer, and are null when not captured. A user must be an Owner or Admin of the organization; an API key that reaches the organization is accepted. Select the organization with Organization-Id, Connection-Id or Entity-Id.

GET /organizations accepts expand=filingMetrics, which adds a filingMetrics object to each organization: totalFilings, filed, pendingApproval (unfiled returns not yet past their due date), overdue (unfiled returns past their due date) and liabilityByCurrency, one { currency, amount } entry per currency. Returns marked do not file are left out of pendingApproval and overdue. Currencies are listed in code order, with returns that have no currency yet last as currency: null, and amounts are decimal strings that are never converted between currencies. An organization with no returns gets zero counts and an empty liabilityByCurrency. Without expand the response is unchanged, an unknown expand value answers 422, and a cursor stays valid with or without expand.