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Analytics1

AppStore1

Authentication1

Brokers7

BrokerSubmissions6

Categories1

Clear5

Courts1

Credentials5

CrmIntegrations3

EmailTemplates3

EndUserAccounts2

EndUserAttributes1

EndUserCalculations18

EndUserDataSourceAccounts3

EndUserDataSources4

EndUserEmails1

EndUserEnrichers5

EndUserEntity18

EndUserFiles25

EndUserFinancials1

EndUserIntegrations16

EndUserQueries1

EndUserRules1

EndUsers36

EnrichedTransactions2

EnrichmentFeedback4

FileClass5

FraudNetwork21

Funders3

Integrations13

Interaction Logs1

ISOApplication6

MCP endpoints3

Merchants6

OAuth1

ParsedEndUserSubmission1

Policy5

get/api/company_attributesList company attributes available for policy checks
get/api/end_users/{end_user_id_or_heron_id}/policy_evaluationsGet the policy evaluations for an end user
get/api/policiesGet all policy definitions
post/api/policies/progressProgress policies for an end user
get/api/policy_value_setsThe options for every finite-valued policy condition

Policy Backtests5

Policy Versions16

Positions7

Rules5

Secretary of State1

Tags9

Testing5

Transactions4

UserMerchantGroups1

Users6

Watermarks2

Webhooks8

Workflows26

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_sourcesInvalidate PDF cache sources
put/api/integrations/pdfs/{heron_id}/admin/summary_parser_result/{summary_parser_id}Amend a summary parser result

Policy

Changes to The options for every finite-valued policy condition

get/api/policy_value_sets

Nov 3, 2026bd8008e49534 Revision changes
- info
  endpoint added