PensionPro - Latest Release Details

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PensionPro Release 7/1/2025

 

Enhancements in this release:

 

  • API v2: Files can now be uploaded in v2 of the API.
    • POST endpoints have been added for the following File types: Fiduciary Files, Legal Plan Files, Administrative Forms, Project Files, Distribution Files, Proposal Files, Prospect Files, Collection Items.
    • The GET /v2/files/sasUriToUpload endpoint has been added. File upload now follows a 3-step process: requesting an SAS URI, posting the file to the returned URL, and posting the corresponding metadata to the PensionPro API. This process follows industry standards.
    • The GET /v2/files/sasUriToDownload/{fileId} endpoint has been added. This replaces the GET /v2/download/{fileId} endpoints for downloading via File Stream, which are now considered deprecated.

 

For a historical list of updates to PensionPro, refer to the article PensionPro - Cumulative Release Notes.

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    Josh Wilson

    PensionPro release 7/2/2025