What’s new

A new API service is available in Premium Finance Lite that allows a manual sync to be triggered for updating IPFS GA (General Agent) data in the system for a specific merchant. This gives operators an on-demand alternative to waiting for the regularly scheduled cron job to run.

Why it matters

You can now trigger a GA sync programmatically at any time, making it easier to recover from data discrepancies or push updates immediately after a GA change in IPFS without waiting for the next scheduled run.

Adds manual GA sync button to the Admin Portal

What’s new

A new button has been added to the PF Lite feature page in the Admin Portal, allowing admins to trigger a manual GA sync directly from the UI at any time without waiting for the regular cron job.

Why it matters

Before this change, initiating a sync required either waiting for the scheduled job or triggering the API directly. Admins can now initiate a sync on demand from the portal without any technical intervention.

Introduces automated GA sync for Premium Finance Lite

What’s new

A new scheduled API service has been introduced that runs automatically at a configured time, retrieves all GAs from IPFS, and syncs them into the system for each relevant merchant. This replaces the need for manual intervention to keep GA data current on a routine basis.

Why it matters

GA data in the system now stays automatically up to date with IPFS on a scheduled basis, reducing the risk of stale GA records being used in quote creation and other downstream flows.

Adds GA search API by name

What’s new

A new API service allows callers to search for a General Agent by their unique name. This provides a targeted lookup mechanism for GA records without needing to retrieve the full list.

Why it matters

You can now look up a specific GA by name in a single API call, making it straightforward to integrate GA selection into quote creation flows or other workflows that require identifying a GA by name.

Integrates GA search into the quote creation UI

What’s new

A dropdown search field has been added to the quote creation flow in the UI, allowing users to find and select a General Agent to associate with a new quote. The field is powered by the GA search API and supports searching by GA name.

Why it matters

Before this change, there was no UI mechanism to associate a GA with a quote at creation time. Users can now search for and add a GA directly within the quote creation workflow without leaving the page.

Adds GA support to the Draft Quote JWT API

What’s new

The existing Draft Quote API has been updated to accept a GA object in the policy request body, enabling GA details to be included when creating a draft quote. The API for fetching quote details has also been updated to return the GA in the policy object.

Why it matters

Integrations that create draft quotes via the JWT API can now include GA information as part of the initial quote creation request, and retrieve it back when fetching quote details, without requiring a separate update step.

Changes

Maps GA object to quote creation UI fields

What’s new

The GA object returned from the API is now mapped to the corresponding UI text fields in the quote creation flow, enabling both adding and displaying a GA when creating or viewing a quote.

Why it matters

GA data entered or retrieved via the API is now consistently reflected in the quote creation UI, ensuring that what is stored in the system matches what the user sees and interacts with on screen.

Includes GA details in quote generation

What’s new

The existing quote creation flow has been updated to include GA details in the generated quote. When a GA is associated with a quote, that information is now carried through to the final quote output.

Why it matters

Before this change, GA information entered during quote creation was not reflected in the generated quote. GA details are now included end-to-end, from selection through to the final quote document.

Displays GA on saved policies in search results

What’s new

When a GA is added during quote creation, it is now mapped to the resulting policy and displayed when that policy is retrieved via the saved policy search. This ensures GA association is visible throughout the policy lifecycle, not just at quote time.

Why it matters

Before this change, a GA associated with a quote was not surfaced when searching saved policies, making it difficult to identify which GA was linked to a given policy. GA information is now consistently visible at both the quote and policy level.

UAT Release – GA Support to Premium Finance Lite (AN_GASPFL_V1)

Release Date: Mar 31, 2026

Release Status: Deployed to UAT

────────────────────────────────────────────

Create GA Manual Sync in Existing Premium Finance Lite [AN-46447]

An API service in premium finance lite to perform manual sync for updating IPFS GA in our system for a merchant.

Client Facing: No

────────────────────────────────────────────

Integrate Manual Sync API in Admin Portal [AN-46462]

UI to display a button on PF lite feature page to perform a manual sync at any time without waiting for regular Cron job.

Client Facing: Yes

────────────────────────────────────────────

Create Auto Sync for GA in Premium Finance Lite [AN-45696]

An API service which will execute on a given time and retrieve all GAs from IPFS and sync in our system for a specific merchant.

Client Facing: No

────────────────────────────────────────────

Create Get API for GA with Search by Name [AN-45749]

An API service which will be able to search a GA with its unique name.

Client Facing: No

────────────────────────────────────────────

Integrate Get GA Details to Fetch and Search GA [AN-46419]

UI to display a dropdown search option to find GA and add it in quote creation.

Client Facing: Yes

────────────────────────────────────────────

Add GA for Draft Quote in JWT API [AN-45768]

Update existing draft quote to support GA in the policy request for quote creation.

Client Facing: No

────────────────────────────────────────────

Return GA in the Draft JWT API [AN-46116]

Update existing API to fetch quote details for GA in policy object.

Client Facing: No

────────────────────────────────────────────

Integrate GA Object in Policy Details [AN-46394]

UI to map GA Object with UI text field for Add and get GA in quote creation.

Client Facing: Yes

────────────────────────────────────────────

Generate a Quote with GA Object [AN-46888]

Update existing quote creation to support GA details in the generated quote.

Client Facing: Yes

────────────────────────────────────────────

Search Saved Policies Should Show GA When Added [AN-47244]

The GA added while quote creation should be mapped to Policy and should be displayed when policy is searched.

Client Facing: Yes

The post UAT Release – GA Support to Premium Finance Lite (AN_GASPFL_V1) appeared first on AndDone.

What’s New

A new set of API services is now available for managing broker records within the system. Developers can sync, create, update, delete, and retrieve broker details through these endpoints. This forms the foundational data layer for broker management within the platform.

Why it Matters

You can now programmatically manage the full lifecycle of a broker record without manual intervention or workarounds. Teams building broker onboarding or management flows have a complete, consistent API surface to integrate against.

Introduces Admin UI Controls for Merchant IPFS Configuration and Permissions

What’s New

Admins can now configure merchant feature access and permissions directly from the onboarding page in the admin portal. This includes the ability to set up IPFS (Insurance Premium Finance Settings) configuration for a merchant through the UI, without requiring a backend intervention.

Why it Matters

Before this change, configuring merchant-level IPFS settings required non-UI intervention. Admins can now complete this configuration entirely from the onboarding flow, reducing setup time and dependency on engineering teams.

Adds Full CRUD Support For Communication Config Entities via API

What’s New

A new set of API services is now available for managing communication configuration records. Developers can create, update, delete, and retrieve communication details through these endpoints, enabling programmatic control over how communication settings are defined within the system.

Why it Matters

You can now manage communication configurations as first-class entities via API, making it straightforward to automate setup or integrate communication management into existing workflows.

Adds Full CRUD Support For GA Entities via API

What’s New

A new set of API services is now available for managing General Agent (GA) records. Developers can create, update, delete, and retrieve GA details through these endpoints, completing the core entity API layer for GA management.

Why it Matters

You can now manage GA records programmatically with the same API patterns used across other entities in the system, enabling consistent integration and automation across the platform.

Extends GET Carriers Endpoint With Additional Filter Parameters

What’s New

The GET multiple Carriers API now accepts additional filter parameters, allowing callers to narrow results by columns that were not previously searchable. This expands the query flexibility of the endpoint without breaking existing integrations.

Why it Matters

You can now search and filter carrier records more precisely in a single API call, reducing the need for client-side filtering of large result sets.

Standardizes Error Response Format Across Agent, Insured, Program, and QuoteConfig APIs

What’s New

Validation and exception handling across the Agent, Insured, Program, and QuoteConfig APIs have been updated to produce a consistent, standardized error response structure. Previously, error formats varied across these services, making it difficult to handle errors uniformly on the client side.

Why it Matters

Before this change, integrations had to account for inconsistent error shapes depending on which API returned the error. Error handling logic can now be written once and applied consistently across all four API surfaces, improving reliability and reducing integration complexity.

Verifies System Performance for Create and Get Insured on New Infrastructure

What’s New

Performance testing has been completed for the Create Insured and Get Insured endpoints running on the new PFTAD infrastructure. This validates that the system meets performance expectations under load before broader rollout.

Why it Matters

Teams integrating with these endpoints can proceed with confidence that the underlying infrastructure has been verified for performance, reducing the risk of unexpected latency or degradation in production.

Consolidates Default Program Handling into Program Sync and Removes Dedicated Endpoint

What’s New

The default program is now returned directly in the response to manual and cron job sync requests from IPFS, eliminating the need for a separate dedicated endpoint. The standalone default program API endpoint has been decommissioned as part of this change.

Why it Matters

Before this change, retrieving the default program required a separate API call to a dedicated endpoint. The default program is now included inline with sync responses, simplifying integration flows. Any existing calls to the standalone default program endpoint will need to be removed.

Upgrade

1. Remove any calls in your integration to the dedicated default program endpoint.
2. Update your sync response handler to read the default program from the IPFS sync response payload instead.

Migrates Monitoring from Lumigo to Dynatrace for the Premium Finance ECS Project

What’s New

The Transaction project within the Premium Finance ECS infrastructure has been migrated from Lumigo to Dynatrace for observability and monitoring. This is an internal infrastructure change with no impact on API behavior or response contracts.

Why it Matters

Operational monitoring and alerting for the Transaction project now runs through Dynatrace. Teams relying on Lumigo dashboards or alerts for this project should update their observability workflows accordingly.

UAT Release Notes – PFTAD (AN_PFTADN_V3)Release Date: UAT Jan 19, 2026 Release Status: Deployed to UAT

This release bundle primarily consists of premium finance development for the broker communication and GA along with merchant features and permissions.

────────────────────────────────────────────

PFTAD | Broker Management (Entity API) [AN-26446]

All API service to sync, create, update, delete, and retrieve details of the broker within the system.

Client Facing: No

────────────────────────────────────────────

PFTAD | Admin Portal – Merchant Features and Permissions [AN-30054]

Admin feature access and permission setting from UI for setting up merchant IPFS configuration from onboarding page.

Client Facing: Yes

────────────────────────────────────────────

PFTAD | Communication Config Management (Entity API) [AN-29019]

All API service to create, update, delete, and retrieve details of the Communication within the system.

Client Facing: Yes

────────────────────────────────────────────

PFTAD | GA Management (Entity API) [AN-28206]

All API service to create, update, delete, and retrieve details of the GA within the system.

Client Facing: Yes

────────────────────────────────────────────

[CR] Additional filter params to GET multiple [AN-40597]

Additional filter parameters added to the GET multiple Carriers API, so users can search on additional columns.

Client Facing: No

────────────────────────────────────────────

Standardize Error Code Format for Agent, Insured, Program, and QuoteConfig APIs [AN-39853]

Update all validation and exception handling layers to produce standardized error responses to improve debugging, integration consistency, and client-side error handling.

Client Facing: No

────────────────────────────────────────────

Performance Testing for Create and Get Insured [AN-38225]

Verify system performance on new infrastructure of PFTAD for create and get details of insured.

Client Facing: No

────────────────────────────────────────────

[CR] – Incorporate isDefault into Program sync and remove dedicated endpoint [AN-42014]

IPFS will send the default program in response to requests. Manual and cron job request.Decommission of default program API.

Client Facing: No

────────────────────────────────────────────

Migrate Monitoring from Lumigo to Dynatrace – PremiumFinance ECS Project [AN-38797]

Migrate the Transaction project from Lumigo to Dynatrace.

Client Facing: No

The post UAT Release Notes – PFTAD (AN_PFTADN_V3) appeared first on AndDone.

• Release date: December 10, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 220–222

Highlights

• Program Sync (CRON) [AN-28723] No
• Get Programs (multiple) [AN- No

References

• AN-28723
• AN_PFTADN_V1

Original release notes excerpt

Production Release Notes – PFTAD (AN_PFTADN_V1)
Release Date: Dec 10, 2025
Release Status: Deployed to Production
Features Deployed Client Facing Impact
Program Sync (CRON) [AN-28723] No
An APL service which will run for
Programs to created, updated
and deleted by internal system
workflows
Get Programs (multiple) [AN- No
28728)

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 220–222.

The post Production Release Notes – PFTAD (AN_PFTADN_V1) appeared first on AndDone.

• Release date: February 18, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 202–203

Highlights

• API based controls to delay the NACHA generation for a given day

References

• AN_MISCPIV2

Original release notes excerpt

Production Release Notes – Miscellaneous Priority Items (AN_MISCPIV2)
Release Date: February 18, 2025
Release Status: Deployed to Production
This release bundle contains multiple miscellaneous items including few CRs and bug fix items.
This includes NACHA operational enhancements, Quote expiration on Payment Intents and
Payment Links expiration and other PFLite EPF items supporting GA object in request
Features Deployed to Production Client
Facing
Impact
NACHA Operational Enhancements (AN 23615) No
«API based controls to delay the NACHA generation for a given day
Ability to view all the past NACHA execution schedules
Ability to delay NACHA generation with Void window updates
Inclusion of transactions based off the NACHA generation timeline

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 202–203.

The post Production Release Notes – Miscellaneous Priority Items (AN_MISCPIV2) appeared first on AndDone.

• Release date: January 23, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 190–198

Highlights

• Admin Portal Revamp Fee – Part 2(AN-20046) No
• Admin Portal Revamp Fees – Part3 (AN-20045)

References

• AN-20045
• AN-20046
• AN_FEEINV_V1
• AN_PFLITE_V3

Original release notes excerpt

Production Release Notes – Fees & Invoicing (AN_FEEINV_V1) & PF Lite V3.2.
AN_PFLITE_V3.2)
Release Date: January 23, 2025
Release Status: Deployed to Production
Features Deployed to Production Client Facing Impact
Admin Portal Revamp Fee – Part 2(AN-20046) No
Admin Portal Revamp Fees – Part3 (AN-20045)
Ability to configure new fee types for merchants in both
Quick onboarding and Advanced Onboarding sections
Collection mode added on Fee table to facilitate Invoicing as
a collection mode for merchants
Confirm details section on Quick onboarding and Advanced
conboarding sections to show configured fees and enabled
features
Updated Fees API validations to match the existing UI
validations

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 190–198.

The post Production Release Notes – Fees & Invoicing (AN_FEEINV_V1) & PF Lite V3.2. appeared first on AndDone.

• Release date: October 08, 2024
• Release status: Deployed to PROD.
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 229–237

Highlights

• Enabling Quoting on Merchant Portal- (AN-10796) Yes Yes

References

• AN-10796
• AN_NADPOR_V1

Original release notes excerpt

Production Release Notes -2,09,71 (PF Lite v3) & New Admin Portal
AN_NADPOR_V1)
Release Date: October 8th, 2024
Release Status: Deployed to PROD.
Features Deployed to PROD-2.09,71 (PF Lite v3) Client
Facing
Impact
Enabling Quoting on Merchant Portal- (AN-10796) Yes Yes
Implementation of APIS to integrate Quoting services for Premium.
Finance in Merchant Portal
User willbe enabled to generate a Premium Finance Lite Quote
with the following eriteria:
Merchant Details
Insured Details,

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 229–237.

The post Production Release Notes -2,09,71 (PF Lite v3) & New Admin Portal appeared first on AndDone.

• Release date: August 13, 2024
• Release status: Deployed to PROD.
• Version: 2.09.6
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 139–144

Highlights

• Admin Portal Revamp General Update 2 (AN-16453) Yes

References

• AN-16453

Original release notes excerpt

Production Release 2.09.6 Notes
Release Date: August 13rh, 2024
Release Status: Deployed to PROD.
Features Deployed to UAT Client
Facing
Impact
Admin Portal Revamp General Update 2 (AN-16453) Yes
Front End Implementation of Transactions Details with
Refund and Chargebacks
Refund and Chargeback details can be seen separately
Sub Merchant Updates
Deactivate
Emulate

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 139–144.

The post Production Release 2.09.6 Notes appeared first on AndDone.

• Release date: May 22, 2024
• Release status: Deployed to Production
• Version: 2.09.3
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 84–89

Highlights

• Plug-n-Pay Account Tokenization Utility (AN-14588) No

References

• AN-14588

Original release notes excerpt

AndDone Release 2.09.3 Notes
Release Date: May 22nd, 2024
Release Status: Deployed to Production
Highlights of Work for Release: In this release, the highlighted features that were deployed are
the Plug-n-Pay tokenization utility, AndDoneJS Country code support, Override Technology
fees support and other Notification and UI Enhancements. There were few hotfixes and PCT
compliance related changes that were promoted as well.
Features Deployed to PRODUCTION Client
Facing
Impact
Plug-n-Pay Account Tokenization Utility (AN-14588) No
Implement Utiites to parse CSV data and to send Token Authorization
Implementation of Adyen Response Parameters for CSV Schema
© Order Ia

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 84–89.

The post AndDone Release 2.09.3 Notes appeared first on AndDone.

• Release date: March 28, 2024
• Release status: Deployed to Production
• Version: 2.0911
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 76–78

Highlights

• Export Functionality Enhancement-Merchant Portal (AN-11178) Yes

References

• AN-11178

Original release notes excerpt

AndDone Release 2.0911 Notes
Release Date: March 28th, 2024
Release Status: Deployed to Production
Highlights of Work for Release: In this release, the major functionalities that were deployed to
production were enhancements to export functionality, initiation of suppressing technology fee
and various general updates/enhancements to the platform.
Features Deployed to PRODUCTION Client
Facing
Impact
Export Functionality Enhancement-Merchant Portal (AN-11178) Yes
Implementation of exporting fitered data via CSV or PDF
On Merchant portal when a customer clicks on export button and the total
transactions is more than transaction limit or the period of the data selected is.
colder than year the the export file download link shall be sent to the Merchant
email on file once ready.

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 76–78.

The post AndDone Release 2.0911 Notes appeared first on AndDone.

• Release date: February 29, 2024
• Release status: Deployed to Production
• Version: 2.09
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 72–75

Highlights

• Notifications V3-Edlitable Notification Templates (AN-10265) Yes

References

• AN-10265

Original release notes excerpt

AndDone Release 2.09 Notes
Release Date: February 29th, 2024
Release Status: Deployed to Production
Highlights of Work for Release: In this release, there were updates made to Notification
templates for Merchant Notifications and the back-end deployment was done for Premium
Finance Lite to start building the feature infrastructures in Merchant Portal Also, there were
enhancements to Partial Refunds that improved the overall user experience.
Features Deployed to PRODUCTION Client
Facing
Impact
Notifications V3-Edlitable Notification Templates (AN-10265) Yes
Updates to Merchant Transaction Templates
Merchant DBA/Doing Business As fields have been updated to Company
Name forall templates
Default Template Lict has been undated to rameve umoed variables:

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 72–75.

The post AndDone Release 2.09 Notes appeared first on AndDone.