Jan 08, 2024 Updates | Treasury Prime

January 8, 2024

We have made improvements to our Statements feature for ledger customers. In transaction descriptions, we have replaced "ACH Credit" with "ACH Withdrawal" and "ACH Debit" with "ACH Deposit" to clearly indicate the direction of the transaction. "ACH Withdrawal" signifies that money came out of the account, while "ACH Deposit" signifies that money was put into the account. Please note that this change is backwards-incompatible.
We have improved our 1099-INT generation feature. Ledger customers now have the ability to create and file corrected 1099s if the initial 1099-INT filing contained incorrect information. This can be done by posting to the same endpoint. To learn more about 1099-INT generation and corrections, please visit our API Reference page.
We have added new parameters (<mono>provider<mono>,<mono>provider_full<mono>, and <mono>provider_result<mono>) to our KYC endpoint. These parameters are used to define the name of the third-party KYC provider for person or business applications. Please note that third-party KYC evaluation submission is currently only available to certain organizations. To confirm its availability for your organization, please contact your Treasury Prime Account Manager. For more information, please visit our KYC API Reference page.

Release Notes