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Analytics
1
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1
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1
Brokers
7
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6
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5
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1
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5
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3
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3
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2
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1
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18
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3
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4
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1
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5
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18
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25
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1
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16
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1
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1
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36
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2
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4
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5
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21
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13
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6
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1
Policy
5
Policy Backtests
5
Policy Versions
16
get
/api/policy_version
List policy versions
put
/api/policy_version
Update the draft policy version
post
/api/policy_version
Create a draft policy version
delete
/api/policy_version
Delete the draft policy version
get
/api/policy_version/active
Get the active policy version
post
/api/policy_version/draft/archive
Archive the draft policy version
patch
/api/policy_version/draft/check
Create a draft policy version with new check values
post
/api/policy_version/draft/lookup_tables
Create a lookup table in the draft
put
/api/policy_version/draft/lookup_tables/{heron_id}
Update a lookup table in the draft
get
/api/policy_version/lookup_tables
List the account's lookup tables
post
/api/policy_version/publish
Publish the draft policy version
get
/api/policy_version/workflow_summary
Get the workflow summary
get
/api/policy_version/{version}
Get a policy version
get
/api/policy_version/{version}/lookup_tables
List a policy version's lookup tables
post
/api/policy_version/{version}/rollback
Roll back to an archived policy version
get
/api/policy_version/{version}/section_availability
Get which variables each section of a policy version can read
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
Policy Versions
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Changes to Get which variables each section of a policy version can read
get
/api/policy_version/{version}/section_availability
Nov 3, 2026
bd8008e49534
Revision changes
info
endpoint added