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I&RS Current Enhancements Release

This page outlines upcoming releases to Insurance & Retirement Services products, as well as historical release information.

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 Attachments Rewrite API

We are transforming our legacy SOAP/XML attachment process into a modern REST-based API called Document Processing—a redesigned solution that streamlines real-time exchange of supporting documentation between firms. This upgrade enables clients to reduce operational risk, enhance efficiency across their workflows, and offers:

  • Simplified integration through a modern JSON-based design
  • Enhanced transparency with clear status updates
  • Compliance assurance with industry-leading security standards

Important Dates

  • PSE Date: November 19, 2026
  • Production DateMarch 25, 2027
  • Decommissioning Legacy Environment: November 18, 2027

 

I&RS Attachments IAT Data Dictionary

New November 20, 2025

I&RS Attachments Response Schema

New November 20, 2025

I&RS Attachments Request Schema

New November 20, 2025

I&RS Attachments Request Sample

New November 20, 2025

I&RS Attachments Response Sample

New November 20, 2025

I&RS Attachments Open API

New November 20, 2025

I&RS Attachments API Implementation Guide

New November 20, 2025

Current Enhancements Release

Complete the Enhancement Request Form to submit any enhancement ideas.

 

Implemented Releases

 

I&RS 2024 Enhancements

July 10, 2024

I&RS 2023 Enhancements

December 28, 2023

I&RS 2022 Enhancements

February 24, 2023

I&RS 2021 Enhancements

December 30, 2022

I&RS 2025 Enhancements

Modified November 24, 2025

 

Working Group Minutes

  

I&RS 2021 Minutes

December 30, 2022

I&RS 2022 Minutes

December 30, 2022

I&RS 2023 Minutes

December 27, 2023

I&RS 2024 Minutes

December 02, 2024

I&RS 2025 Minutes

Modified November 19, 2025

I&RS: November 2025 Meeting Minutes

New November 18, 2025

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