added
Release 32
12 months ago by Marie Kyle
Deployed to Production
on 02/10/2023
New Features
User Management
We've improved how an organisations users are handled throughout the Sikoia platform. Users now have a user_id
that can be used throughout the case management product.
- User Management: You will now see a list of users associated with your organisation when in case management. The enhancements to case management include:
- On case creation you can assign ownership to a specific user associated with your organisation from a drop down
- Case ownership can be added, updated or removed by selecting from a drop down list of users associated with your organisation
Update to existing endpoints
-
Any response body received from the following endpoints will now include an
ownership
array:GET /v2/cases
POST /v2/cases
GET /v2/cases/{case_id}
PATCH /v2/cases/{case_id}
POST /v2/cases/{case_id}/entities
PATCH /v2/cases/{case_id}/entities
-
⚠️ The
owner
value will now show as deprecated. We will continue to support this through a transition period whilst users migrate to use the newownership
array.
New response body example:
[
{
"case_id": "64cd8202-2db4-44d5-85be-79438d65eb7b",
"name": "Acme Ltd Loan Application",
"case_type": "Business",
"stage": "New",
"datetime_created": "2023-02-10T10:59:46.0260000+00:00",
"datetime_last_modified": "2023-02-12T13:04:21.3260000+00:00",
"reference": "LOAN03584",
"description": "Acme Ltd looking to borrow money to fund a new fleet of delivery vehicles.",
"source": "API",
"owner": "Cecilia Adams",
"ownership": [
{
"owner_id": "6a9f8d73-29f4-4a6a-80dc-21b8cbecff75",
"owner_type": "user"
}
],
"number_of_companies": "2",
"number_of_persons": "5"
}
]
Improvements and Fixes
- Adding multiple companies to a case: Bug fix released to resolve some issues with companies not successfully being added to a single case.
- Users page: Intermittent issues reported with loading of the users page. Now resolved.
- UI consistency: Some of our pages had slight differences, so to improve your experience we've made a few minor tweaks to behaviour on pop out sections.
- Creating Open Banking connections: We now validate the
country_code
provided when callingPOST /v2/openbanking
to ISO standards.