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: March 25, 2027
  • Production Date: April 25, 2027
  • Decommissioning Legacy Environment: November 18, 2027

 

I&RS Attachments IAT Data Dictionary

Modified August 12, 2026

I&RS Attachments Response Schema

November 20, 2025

I&RS Attachments Request Schema

November 20, 2025

I&RS Attachments Request Sample

November 20, 2025

I&RS Attachments Response Sample

November 20, 2025

I&RS Attachments Open API

Modified August 12, 2026

I&RS Attachments API Implementation Guide

November 20, 2025

 

Current Enhancements Release

Enhancement release resources will be published as they are developed and made available. Please check back regularly for the latest supporting materials.

 

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

November 24, 2025

I&RS 2026 Enhancements

July 15, 2026

 

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

January 21, 2026

I&RS August 2026 Meeting Minutes

Modified August 07, 2026

I&RS 2026 Minutes

Modified August 07, 2026

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