Changelog
A chronological record of additions, changes, fixes, and deprecations to the Banklyze API. Subscribe to the RSS feed or check back here to stay current.
Collaboration & Activity Tracking
New endpoints for deal assignments, threaded comments, document requests, and activity timeline. Team members can now be assigned reviewer/underwriter roles on deals with full audit trails.
CRM Integration & Field Mapping
Salesforce, HubSpot, and Pipedrive integrations with configurable field mappings, automatic sync, and manual sync triggers. Sync history log with filtering by deal and provider.
Multi-Ruleset Underwriting
Create custom rulesets with configurable factor weights and grade thresholds. Evaluate deals against multiple rulesets simultaneously for comparative scoring. Ruleset snapshots are preserved on recommendations.
Corrected API Base URL
Fixed the API base URL from app.banklyze.com/api/v1 to api.banklyze.com/v1. All SDK clients and documentation have been updated.
Bulk Ingest Endpoint
New /ingest endpoint for uploading multiple documents with automatic deal matching. Supports idempotency keys, batch status tracking, and callback URLs for completion notifications.
Document Auto-Classification
Documents are now automatically classified as bank_statement, tax_return, or profit_and_loss using heuristic-first classification with LLM fallback. Manual document_type parameter is now optional.
Real-Time SSE Events
Subscribe to Server-Sent Events for real-time pipeline progress on document processing. Six event stages from extraction through scoring with deal-level aggregation updates.