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New Services

IAccountService

ADDED: GetAccountBalance

IPortfolioService

ADDED: GetPortfolioOverview

ADDED: GetPortfolioPosition

ADDED: GetPortfolioTransactions

Deleted Services

...

Modified Services

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Changes to datatypes used by multiple services.

DataType: OrderStatus
Added enum value
/// <summary>
/// The order status is unknown.
/// </summary>
[Description("Unknown order")]
UnknownOrder = 17,

Services

IAccountService

Operations

ADDED: GetAccountBalance

IAllocationService

Operations

DELETED: GetPortfolioPosition - Moved to IPortfolioService
DELETED: GetAccountBalance - Moved to IAccountService
DELETED: GetCostInformation
DELETED: GetRiskCheck

IBuyingPowerService

Operations

ADDED: GetBuyingPower(BuyingPowerRequest)
ADDED: GetDetailedBuyingPower(BuyingPowerRequest)
ADDED: IsAlive

IBondService
Operations

...

ADDED: CalculateDirtyPrice

ICustomerService

Operations

ADDED: GetAgentById
ADDED: GetPortfoliosBuyCustomerId

...

MODIFIED: GetCustomerAgents

...

MODIFIED: GetCustomerByExternalPortfoliRefId

...

MODIFIED: GetCustomerBySSN

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MODIFIED: SaveAgent

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IOrderInstructionService

DELETED: CreateOrderInstructionAsyncMODIFIED: SearchCustomerAgents

DataTypes

Agent
Added properties:
ExternalSystemId
NationalId

SaveAgentRequest
Added properties:
ExternalSystemId
NationalId
Portfolios

SaveAgentResponse
Added properties:
AgentId

IInstrumentService

DataTypes

Instrument
Added Properties
ExemptFromMifidCheck
IssueCurrency

IKodiakService

DataTypes

ClientSettings
Added Properties
ErrorOnNoreOrPnal

IOrderCalculatorService

This service is handled by IOrderCalculationService

IOrderEntryService

DataTypes

UpdateOrderRequest
Added Properties
ReferenceBestAsk
ReferenceBestAskVolume
ReferenceBestBid
ReferenceBestBidVolume
ReferenceLastPrice

IOrderInstructionService

Operations

DELETED: CreateOrderInstructionAsync

DataTypes

UpdateOrderInstructionRequest
Added Properties
ReferenceBestAsk
ReferenceBestAskVolume
ReferenceBestBid
ReferenceBestBidVolume
ReferenceLastPrice
UpdateChildOrder

IPortfolioService

Operations

ADDED: GetPortfolioOverview
ADDED: GetPortfolioPosition
ADDED: GetPortfolioTransactions