/
HE
herondata
Search skmtc…
⌘K
Docs
Sign in
Docs
History
Schema
Generate
Filter operations
Analytics
1
AppStore
1
Authentication
1
Brokers
7
BrokerSubmissions
6
Categories
1
Clear
5
Courts
1
Credentials
5
CrmIntegrations
3
EmailTemplates
3
EndUserAccounts
2
EndUserAttributes
1
EndUserCalculations
18
EndUserDataSourceAccounts
3
EndUserDataSources
4
EndUserEmails
1
EndUserEnrichers
5
EndUserEntity
18
EndUserFiles
25
EndUserFinancials
1
EndUserIntegrations
16
EndUserQueries
1
EndUserRules
1
EndUsers
36
post
/api/embed/background_check/trigger
Start an embedded background check
get
/api/end_user_emails
Get EndUser emails
get
/api/end_users
List EndUsers
put
/api/end_users
Update EndUser
post
/api/end_users
Create EndUser
get
/api/end_users/background_check/verification/coverage
Which sources could check each verification field
get
/api/end_users/summary
List EndUsers with Summary Information
get
/api/end_users/verification/coverage
Which sources could check each verification field
get
/api/end_users/{end_user_heron_id}/background_check
Get EndUser background check dashboard payload
get
/api/end_users/{end_user_heron_id}/background_check/affiliations
List an end user's background check affiliations
post
/api/end_users/{end_user_heron_id}/background_check/affiliations/reports
Request background check reports for affiliations
post
/api/end_users/{end_user_heron_id}/background_check/affiliations/reports/confirm
Confirm a candidate for an affiliate report
delete
/api/end_users/{end_user_heron_id}/background_check/affiliations/reports/{ref}
Stop tracking an affiliate report
get
/api/end_users/{end_user_heron_id}/background_check/override
Get the pinned CLEAR candidate overrides for a background check
post
/api/end_users/{end_user_heron_id}/background_check/override
Pin CLEAR candidate overrides for a background check
delete
/api/end_users/{end_user_heron_id}/background_check/override
Clear all CLEAR candidate overrides for a background check
get
/api/end_users/{end_user_heron_id}/background_check/pdf
Download the background check as a PDF
get
/api/end_users/{end_user_heron_id}/background_check/subjects/{subject_key}/raw_report
Download a subject's background check as XML
get
/api/end_users/{end_user_heron_id}/background_check/subjects/{subject_key}/records/{record_id}/mugshot
View a criminal-record mug shot
get
/api/end_users/{end_user_heron_id}/background_check/verification
Get an end user's background check verification
get
/api/end_users/{end_user_heron_id}/details
Get the business and owner details of an end user
patch
/api/end_users/{end_user_heron_id}/details
Update the business and owner details of an end user
get
/api/end_users/{end_user_heron_id}/duplicate_end_users
Get duplicate end users for an end user
get
/api/end_users/{end_user_heron_id}/fraud_detection/fraud_network
Get an end user's fraud network scan
get
/api/end_users/{end_user_heron_id}/verification
Get an end user's verification
get
/api/end_users/{end_user_id_or_heron_id}
Get EndUser by heron_id or end_user_id
delete
/api/end_users/{end_user_id_or_heron_id}
Delete EndUser by heron_id or end_user_id (sync)
post
/api/end_users/{end_user_id_or_heron_id}/delete
Delete EndUser by heron_id or end_user_id (async)
get
/api/end_users/{end_user_id_or_heron_id}/emails
Get EndUser emails
get
/api/end_users/{end_user_id_or_heron_id}/end_user_information
Get EndUser information
patch
/api/end_users/{end_user_id_or_heron_id}/end_user_information
Patch EndUser information
post
/api/end_users/{end_user_id_or_heron_id}/enrich
Enrich transactions of EndUser
get
/api/end_users/{end_user_id_or_heron_id}/location
Get EndUser physical location
get
/api/end_users/{end_user_id_or_heron_id}/processing_status
Get EndUser processing status
get
/api/end_users/{heron_id}/crm_sync
Retrieve CRM sync events for an end user
post
/api/end_users/{heron_id}/crm_sync
Trigger a CRM Sync for an End User
EnrichedTransactions
2
EnrichmentFeedback
4
FileClass
5
FraudNetwork
21
Funders
3
Integrations
13
Interaction Logs
1
ISOApplication
6
MCP endpoints
3
Merchants
6
OAuth
1
ParsedEndUserSubmission
1
Policy
5
Policy Backtests
5
Policy Versions
16
Positions
7
Rules
5
Secretary of State
1
Tags
9
Testing
5
Transactions
4
UserMerchantGroups
1
Users
6
Watermarks
2
Webhooks
8
Workflows
26
get
/api/broker/end_users/{end_user_heron_id}/funder_submissions/
List funder submissions with their current decision and offers
get
/api/broker/end_users/{end_user_heron_id}/funder_submissions/preflight/
Validate an end user for configured funders
post
/api/broker/end_users/{end_user_heron_id}/funder_submissions/submit_to_funders/
Submit an end user to multiple funders
post
/api/broker/end_users/{end_user_heron_id}/funder_submissions/{submission_heron_id}/exclusion_resolution/
Resolve a held funder submission
get
/api/broker_funder_policies/
List broker funder policies for current user
patch
/api/broker_funder_policies/
Bulk update broker funder policies
get
/api/broker_funder_policies/export/
Export broker funder policies as Excel
post
/api/broker_funder_policies/funders/
Add a funder to broker's policies
delete
/api/broker_funder_policies/funders/{funder_heron_id}/
Remove a funder from broker's policies
post
/api/broker_funder_policies/upload/
Upload funder policy file for parsing
get
/api/broker_funder_policies/upload/status/
Get policy upload job status
get
/api/broker_funder_policies/upload/{job_heron_id}/
Get specific policy upload job
get
/api/broker_funder_policies/upload/{job_heron_id}/pending/
List pending funder matches for a job
post
/api/broker_funder_policies/upload/{job_heron_id}/pending/{index}/resolve/
Resolve a pending funder match
post
/api/broker_funder_policies/upload/{job_heron_id}/pending/{index}/skip/
Skip a pending funder match
get
/api/end_users/{end_user_heron_id}/deal_link/
Get deal link entries for an end user
get
/api/end_users/{end_user_heron_id}/funder_policy_evaluations/
List funder policy evaluations for an end user
post
/api/end_users/{end_user_heron_id}/funder_submissions/{submission_heron_id}/submit_to_funder/
Submit an end user to a single funder
get
/api/funder_exclusion_rules/
List funder exclusion rules
post
/api/funder_exclusion_rules/bulk/
Add sender matchers to many funder exclusion rules
delete
/api/funder_exclusion_rules/bulk/
Delete many funder exclusion rules
patch
/api/funder_exclusion_rules/bulk/
Add and remove sender matchers across many funder exclusion rules
put
/api/funder_exclusion_rules/{funder_heron_id}/
Create or replace a funder exclusion rule
delete
/api/funder_exclusion_rules/{funder_heron_id}/
Delete a funder exclusion rule
get
/api/funder_integrations/
List funder integration states for the current broker
post
/api/funder_integrations/
Link a funder to the current broker for self-service
get
/api/funder_integrations/candidates/
List funders available for self-service that the broker hasn't linked yet
put
/api/funder_integrations/{funder_heron_id}/
Save staging or production form values for a funder integration
delete
/api/funder_integrations/{funder_heron_id}/
Remove a funder, or delete one environment's saved integration
patch
/api/funder_integrations/{funder_heron_id}/
Update a funder's submission channel and email configuration
post
/api/funder_integrations/{funder_heron_id}/test/
Trigger a staging or production test submission for this funder
post
/api/funder_submissions/
Upsert a funder submission
get
/api/funder_submissions/{submission_heron_id}/
Get funder submission status
post
/api/funder_submissions/{submission_heron_id}/trigger/
Trigger a funder submission
get
/api/funders/search/
Search funders by name
post
/api/ingestion/crm/{crm_integration_heron_id}
Ingest end user data from a CRM webhook
post
/api/integrations/pdfs/admin/invalidate_cache_sources
Invalidate PDF cache sources
put
/api/integrations/pdfs/{heron_id}/admin/summary_parser_result/{summary_parser_id}
Amend a summary parser result
EndUsers
Copy
Copy Markdown
Copy Markdown
Copying…
Copied
Copy failed
Changes to Start an embedded background check
post
/api/embed/background_check/trigger
Nov 3, 2026
bd8008e49534
Revision changes
info
endpoint added