API Release Notes

Announcement: PensionPro will be removing support for TLS protocols older than version 1.2 on the evening of August 31st, 2018. Please update your applications before then to maintain service. Thank you.

This article contains a brief description of the enhancements and updates in PensionPro API.

Release Notes as of 5.16.2019 

Tweaks and Fixes

• Task Groups: Resolved an issue where taskgroups filtering with DateComplete returned a null value.

New Endpoints

• Clients/Employer Data List Values

  • clients/categories (GET/HEAD/POST)
  • clients/categories/{clientCategoryId} (GET/PUT)
  • employerdata/entitytypes (GET/HEAD/POST)
  • employerdata/entitytypes/{entityTypeId} (GET/PUT)
  • employerdata/officertitles (GET/HEAD/POST)
  • employerdata/officertitles/{officerTitleId} (GET/PUT)
  • employerdata/payrollfrequencies (GET/HEAD/POST)
  • employerdata/payrollfrequencies/{payrollFrequencyId} (GET/PUT)
  • employerdata/relationships (GET/HEAD/POST)
  • employerdata/relationships/{familyRelationshipId} (GET/PUT)

• Contact List Values

  • contacts/contactcategories (GET/HEAD/POST)
  • contacts/contactgroupings (GET/HEAD/POST)
  • contacts/contactprofessions (GET/HEAD/POST)
  • contacts/contactSources (GET/HEAD/POST)
  • contacts/contactstatuses (GET/HEAD/POST)
  • contacts/preferences (GET/HEAD/POST)
  • contacts/prefixes (GET/HEAD/POST)
  • contacts/suffixes (GET/HEAD/POST)
  • contacts/contactcategories/{contactCategoryId} (GET/PUT)
  • contacts/contactgroupings/{contactGroupingId} (GET/PUT)
  • contacts/contactprofessions/{contactProfessionId} (GET/PUT)
  • contacts/contactSources/{contactSourceId} (GET/PUT)
  • contacts/contactstatuses/{contactStatusId} (GET/PUT)
  • contacts/preferences/{preferenceId} (GET/PUT)
  • contacts/prefixes/{prefixId} (GET/PUT)
  • contacts/suffixes/{suffixId} (GET/PUT)

• Fee Schedules

  • feeschedules (GET)
  • feeschedules/{feeScheduleID} (GET/PUT/DELETE)
  • feeschedules/copyfromactive (POST)
  • feeschedules/copyfromtemplate (POST)
  • feeschedules/statuses (GET)
  • feeschedules/{feeSchdeuleId}/FeeScheduleItems (GET/HEAD)
  • plans/{planId}/feeschedules (GET/HEAD)
  • feescheduleitems (POST)
  • feescheduletemplates (GET/HEAD)
  • feescheduleitems/{feeScheduleItemId} (GET/PUT/DELETE)
  • feescheduleitems/amounttypes (GET)
  • feescheduleitems/categories (GET)
  • feescheduleitems/frequencies (GET)
  • feescheduleitems/paymentsources (GET)
  • feescheduleitems/payors (GET)
  • feescheduleitems/types (GET)

• Fee Schedules Item Template

  • feeScheduleItemTemps(GET/POST/HEAD)
  • feeScheduleItemTemps/{feeScheduleItemTempId} (GET/PUT/DELETE)
  • feescheduleTems/{feeScheduleTempId}/feeScheduleItemTemps (GET)
  • feeScheduleTemps/{feeScheduleTempId}/feeScheduleItemTemps (HEAD)

• File Type List Values 

  • adminformfiletypes (POST)
  • adminformfiletypes/{adminFormPlanFileTypeId} (GET/PUT)
  • adminformplanfiles/adminformfiletypes (GET/HEAD)
  • datacollectionfiletypes (POST)
  • datacollectionfiletypes/{dataCollectionFileTypeId} (GET/PUT)
  • datacollections/datacollectionfiletypes (GET/HEAD)
  • distributionfiles/distributionfiletypes (GET/HEAD)
  • distributionfiletypes (POST)
  • distributionfiletypes/{distributionFileTypeId} (GET/PUT)
  • fiduciaryfiles/fiduciaryfiletypes (GET/HEAD)
  • fiduciaryfiletypes (POST)
  • fiduciaryfiletypes/{fiduciaryFileTypeId} (GET/PUT)
  • legalplanfiles/legalplanfiletypes (GET/HEAD)
  • legalplanfiletypes (POST)
  • legalplanfiletypes/{legalPlanFileTypeId} (GET/PUT)
  • projectfiles/projectfiletypes (GET/HEAD)
  • projectfiletypes (POST)
  • projectfiletypes/{projectFileTypeId} (GET/PUT)

• General List Values

  • addresstypes (GET/HEAD/POST)
  • addresstypes/{addressTypeId} (GET/PUT)
  • billingcodes (GET/HEAD/POST)
  • billingcodes/{billingCodeId} (GET/PUT)
  • documentspecifications (GET/HEAD/POST)
  • documentspecifications/{documentSpecificationId} (GET/PUT)
  • notes/notecategories (GET/HEAD/POST)
  • notes/notecategories/{noteCategoryId} (GET/PUT)
  • numbertypes (GET/HEAD/POST)
  • numbertypes/{numberTypeId} (GET/PUT)
  • statuses (GET/HEAD/POST)
  • statuses/{statusId} (GET/PUT)
  • todos/todostatuses (GET/HEAD/POST)
  • todos/todostatuses/{todoStatusId} (GET/PUT)
    

• Investment List Values

  • datacollectionsources (GET/HEAD/POST)
  • datacollectionsources/{dataCollectionSourceId} (GET/PUT)
  • distributionprocessors (GET/HEAD/POST)
  • distributionprocessors/{distributionProcessorId} (GET/PUT)
  • feedisclosuretypes (GET/HEAD/POST)
  • feedisclosuretypes/{feeDisclosureTypeId} (GET/PUT)
  • investmentproviders/investmentdirections (GET/HEAD/POST)
  • investmentproviders/investmentdirections/{investmentDirectionId} (GET/PUT)
  • investmentproviders/investmentmodels (GET/HEAD/POST)
  • investmentproviders/investmentmodels/{investmentModelId} (GET/PUT)
  • investmentproviders/investmentproviders (GET/HEAD/POST)
  • investmentproviders/investmentproviders/{investmentProviderId}
  • responsibility1099s (GET/HEAD/POST)
  • responsibility1099s/{responsibility1099Id} (GET/PUT)
  • revenuesharingtypes (GET/HEAD/POST)
  • revenuesharingtypes/{revenueSharingTypeId} (GET/PUT)
  • transferstatuses (GET/HEAD/POST)
  • transferstatuses/{transferStatusId} (GET/PUT)
  • vestingsubmissions (GET/HEAD/POST)
  • vestingsubmissions/{vestingSubmissionId} (GET/PUT)

• Plan List Values

  • plans/administrationtypes (GET/HEAD/POST)
  • plans/administrationtypes/{planAdministrationTypeId} (GET/PUT)
  • plans/claimProcessingLocations (GET/HEAD/POST)
  • plans/claimProcessingLocations/{claimProcessingLocationId} (GET/PUT)
  • plans/clientServicingLevels (GET/HEAD/POST)
  • plans/clientServicingLevels/{clientServicingLevelId} (GET/PUT)
  • plans/comboplans (GET/HEAD/POST)
  • plans/comboplans/{comboPlanId} (GET/PUT)
  • plans/employeeplanroles (GET/HEAD/POST)
  • plans/employeeplanroles/{employeePlanRoleId} (GET/PUT)
  • plans/filingcycles (GET/HEAD/POST)
  • plans/filingcycles/{filingCycleId} (GET/PUT)
  • plans/form5500types (GET/HEAD/POST)
  • plans/form5500types/{form5500TypeId} (GET/PUT)
  • plans/iRARolloverProviders (GET/HEAD/POST)
  • plans/iRARolloverProviders/{iRARolloverProviderId} (GET/PUT)
  • plans/participantStatementDeliveries (GET/HEAD/POST)
  • plans/participantStatementDeliveries/{participantStatementDeliveryId} (GET/PUT)
  • plans/payor1099s (GET/HEAD)
  • plans/payor1099s/{payor1099Id} (GET)
  • plans/payrollContributionCalculations (GET/HEAD/POST)
  • plans/payrollContributionCalculations/{payrollContributionCalculationId} 
  • plans/payrollfrequencies (GET/HEAD/POST)
  • plans/payrollfrequencies/{payrollFrequencyId} (GET/PUT)
  • plans/pbgcs (GET/HEAD/POST)
  • plans/pbgcs/{pbgcId} (GET/PUT)
  • plans/plancategories (GET/HEAD/POST)
  • plans/plancategories/{planCategoryId} (GET/PUT)
  • plans/plancontactroles (GET/HEAD/POST)
  • plans/plancontactroles/{planContactRoleId} (GET/PUT)
  • plans/planCycleStatus (GET/HEAD/POST)
  • plans/planCycleStatus/{planCycleStatusId} (GET)
  • plans/plangroups (GET/HEAD/POST)
  • plans/plangroups/{planGroupId} (GET/PUT)
  • plans/planOnHoldReasons (GET/HEAD/POST)
  • plans/planOnHoldReasons/{planOnHoldReasonId} (GET/PUT)
  • plans/planstatuses (GET/HEAD/POST)
  • plans/planstatuses/{planStatusId} (GET/PUT)
  • plans/plantypes (GET/HEAD/POST)
  • plans/plantypes/{planTypeId} (GET/PUT)
  • plans/qdiafundnames (GET/HEAD/POST)
  • plans/qdiafundnames/{qdiaFundNameId} (GET/PUT)
  • plans/remittanceTypes (GET/HEAD/POST)
  • plans/remittanceTypes/{remittanceTypeId} (GET/PUT)
  • plans/servicesProvided (GET/HEAD/POST)
  • plans/servicesProvided/{servicesProvidedId} (GET/PUT)
  • plans/terminationreasons (GET/HEAD/POST)
  • plans/terminationreasons/{terminationReasonId} (GET/PUT)
  • plans/tradingPlatforms (GET/HEAD/POST)
  • plans/tradingPlatforms/{tradingPlatformId} (GET/PUT)
  • plans/valuationfrequencies (GET/HEAD/POST)
  • plans/valuationfrequencies/{valuationFrequencyId} (GET/PUT)

• Project List Values

  • projects/coverageTiers (GET/HEAD/POST)
  • projects/coverageTiers/{coverageTierId} (GET/PUT)
  • projects/eventCategories (GET/HEAD/POST)
  • projects/eventCategories/{eventCategoryId} (GET/PUT)
  • projects/projectfields (GET/HEAD/POST)
  • projects/projectfields/{projectFieldId} (GET/PUT)
  • projects/projecttypes (GET/HEAD/POST)
  • projects/projecttypes/{projectTypeId} (GET/PUT)
  • projects/separationReasons (GET/HEAD/POST)
  • projects/separationReasons/{separationReasonId} (GET/PUT)
  • projects/taskCategories (GET/HEAD/POST)
  • projects/taskCategories/{taskCategoryId} (GET/PUT)
  • projects/taskStatuses (GET/HEAD/POST)
  • projects/taskStatuses/{taskStatusId} (GET/PUT)

•  SalesPitch List Values

  • brokerdealers (GET/HEAD/POST)
  • brokerdealers/{brokerDealerId} (GET/PUT)
  • investmentcustodians (GET/HEAD/POST)
  • investmentcustodians/{investmentCustodianId} (GET/PUT)
  • investmentdirections (GET/HEAD/POST)
  • investmentdirections/{investmentDirectionId} (GET/PUT)
  • investmenttypes (GET/HEAD/POST)
  • investmenttypes/{investmentTypeId} (GET/PUT)
  • opportunityadmintypes (GET/HEAD/POST)
  • opportunityadmintypes/{opportunityAdminTypeId} (GET/PUT)
  • opportunityfiles/opportunityfiletypes (GET/HEAD/POST)
  • opportunityfiles/opportunityfiletypes/{opportunityFileTypeId} (GET/PUT)
  • opportunitystatuses (GET/HEAD/POST)
  • opportunitystatuses/{opportunityStatusId} (GET/PUT)
  • plancyclefrequencies (GET/HEAD/POST)
  • plancyclefrequencies/{planCycleFrequencyId} (GET/PUT)
  • platformpreferences (GET/HEAD/POST)
  • platformpreferences/{platformPreferenceId} (GET/PUT)
  • proposal/conversiontypes (GET/HEAD/POST)
  • proposal/conversiontypes/{conversionTypeId} (GET/PUT)
  • proposal/investmentProviders (GET/HEAD/POST)
  • proposal/investmentProviders/{investmentProviderId} (GET/PUT)
  • proposal/planTypes (GET/HEAD/POST)
  • proposal/planTypes/{planTypeId} (GET/PUT)
  • proposal/resultreasons (GET/HEAD/POST)
  • proposal/resultreasons/{proposalResultReasonId} (GET/PUT)
  • proposal/statuses (GET/HEAD/POST)
  • proposal/statuses/{proposalStatusId} (GET/PUT)
  • proposal/valuationfrequencies (GET/HEAD/POST)
  • proposal/valuationfrequencies/{valuationFrequencyId} (GET/PUT)
  • proposalfiles/proposalfiletypes (GET/HEAD/POST)
  • proposalfiles/proposalfiletypes/{proposalFileTypeId} (GET/PUT)
  • prospectfiles/prospectfiletypes (GET/HEAD/POST)
  • prospectfiles/prospectfiletypes/{prospectFileTypeId} (GET/PUT)
  • prospects/contactroles (GET/HEAD/POST)
  • prospects/contactroles/{salesContactRoleId} (GET/PUT)
  • prospects/prospectcategory (GET/HEAD/POST)
  • prospects/prospectcategory/{prospectCategoryId} (GET/PUT)
  • prospects/salesreferralsources (GET/HEAD/POST)
  • prospects/salesreferralsources/{salesReferralSourceId} (GET/PUT)
  • salesterritories (GET/HEAD/POST)
  • salesterritories/{salesTerritoryId} (GET/PUT)

Changes in Endpoints