Nov 18 - BGL and CLASS integrations

Unfortunately this work has taken a back seat due to the rebuild of the document generation server. However, we are extremely close to finalising this project bringing both the BGL & Class integrations to the front of the existing order forms. Many of you may have seen recently on the 'Pension Commencement' form the new fields at the top of the form that identifies the connectivity with your SMSF software - as indicated in the screenshot below:

From within the form it will recognise whether you are connected to your SMSF software (green circle) or alternatively you can integrate by clicking on the 'connect' button.  Once connected, you can start ordering, using the API to access fund, member and other information (e.g. pension) where the end point is available with BGL or Class.

Initially, this will be for the existing suite of documents that we have integrations currently available for on the platform, however the plugin will now allow us to roll out the integrations much more easily across all the available documents (and future additions). 

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