July 5, 2022

Production deployment date: 07/05/2022.


Account owners can make changes to ownership percentage or type.

Update to PATCH /v2/contact-relationships:

Account owners of Entity accounts can update the beneficial owners percentage ownerships, and the type of ownership (either “beneficial owner” or “authorized person”) via cloud / api

Whenever an account owner makes changes, the changes will be immediately reflected in the Cloud. Only account owners can make these changes, and a contact’s ownership percentage can be any amount from 0% to 100%.