Production Release Notes — PFTAD (AN_PFTADN_V3)

Adds Full CRUD Support for Broker Entities via API

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.

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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.

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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.

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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.

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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.

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Standardizes Error Response Format Across Agent, Insured, Program, and Quote Config 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.

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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.

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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.

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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.

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Production Release Notes — PFTAD (AN_PFTADN_V3)Release Date: UAT Feb 9, 2026Release Status: Deployed to Prod

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

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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

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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

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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

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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

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[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

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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

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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

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[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

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

Migrate the Transaction project from Lumigo to Dynatrace.

Client Facing: No