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Portal Tenant – Changed

Added investment account properties to role configuration:

  • EntityPageConfig:
    • EntityPageDisplayInvestmentAccounts (optional)
    • InvestmentAccountPageConfig (mandatory if EntityPageDisplayInvestmentAccounts = true)
      • InvestmentAccountsSections (optional)
      • InvestmentAccountDataCategory (mandatory if InvestmentAccountsSections = "Data")
      • InvestmentAccountDocumentType (mandatory if InvestmentAccountsSections = "Documents")

Affected Endpoints​

  • POST /api/portal-roles/createrole
  • PUT /api/portal-roles/updateroledetails
  • GET /api/portal-roles/portalRole/{id}
  • GET /api/portal-roles/portalRoles