Heron Broker Funder Policies API

openapi: 3.2.0
info:
  contact:
    email: support@herondata.io
    name: Support
  title: Heron Data Broker Funder Policies API
  version: '2021-07-19'
servers:
- description: Production
  url: https://app.herondata.io
security:
- ApiKeyAuth:
  - key_XXX
tags:
- name: Broker Funder Policies
paths:
  /api/broker_funder_policies/:
    get:
      description: Get all broker funder policies for the current user, ordered by matching priority
      responses:
        '200':
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/BrokerFunderPolicy'
                type: array
          description: List of broker funder policies
      security:
      - ApiKeyAuth: []
      summary: List broker funder policies for current user
      tags:
      - Broker Funder Policies
    patch:
      description: Create or update broker funder policies for the current user
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BulkUpdateBrokerFunderPoliciesSchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/BrokerFunderPolicy'
                type: array
          description: Broker funder policies updated successfully
        '404':
          description: One or more funders not found
      security:
      - ApiKeyAuth: []
      summary: Bulk update broker funder policies
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/export/:
    get:
      description: 'Download the current user''s broker funder policies as an Excel spreadsheet.

        The exported file can be re-uploaded via POST /broker_funder_policies/upload/ to round-trip policies.

        '
      responses:
        '200':
          content:
            application/vnd.openxmlformats-officedocument.spreadsheetml.sheet:
              schema:
                format: binary
                type: string
          description: Excel file containing funder policies
      security:
      - ApiKeyAuth: []
      summary: Export broker funder policies as Excel
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/funders/:
    post:
      description: 'Add a funder to the current broker''s funder policies table. Idempotent — if the funder already exists in the broker''s table, returns the existing record without modification. New entries start with empty criteria.

        '
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AddFunderToPoliciesSchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerFunderLink'
          description: Funder already exists in policies (no modification)
        '201':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerFunderLink'
          description: Funder added to policies
        '404':
          description: Funder not found
      security:
      - ApiKeyAuth: []
      summary: Add a funder to broker's policies
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/funders/{funder_heron_id}/:
    delete:
      description: 'Remove a funder from the current broker''s funder policies table. Blocked if the broker-funder pair has active submission integrations (API keys).

        '
      parameters:
      - description: The Heron ID of the funder to remove
        in: path
        name: funder_heron_id
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  message:
                    type: string
                type: object
          description: Funder removed from policies
        '404':
          description: Funder not found or not linked to this broker
        '409':
          description: Cannot remove funder due to active submission integrations
      security:
      - ApiKeyAuth: []
      summary: Remove a funder from broker's policies
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/upload/:
    post:
      description: 'Upload a spreadsheet (XLS, XLSX, CSV) or PDF containing funder policies.

        The file will be parsed asynchronously and policies will be upserted for the current user.

        Only one upload job can be active at a time per user.

        '
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BrokerFunderPolicyUploadSchema'
        required: true
      responses:
        '201':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerFunderPolicyUploadJobSchema'
          description: Upload job created successfully
        '400':
          description: Invalid file or another job is already in progress
        '409':
          description: Another upload job is already active
      security:
      - ApiKeyAuth: []
      summary: Upload funder policy file for parsing
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/upload/status/:
    get:
      description: Get the status of the most recent policy upload job for the current user
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerFunderPolicyUploadJobSchema'
          description: Upload job status
        '404':
          description: No upload job found
      security:
      - ApiKeyAuth: []
      summary: Get policy upload job status
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/upload/{job_heron_id}/:
    get:
      description: Get a specific policy upload job by its Heron ID
      parameters:
      - description: The Heron ID of the upload job
        in: path
        name: job_heron_id
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerFunderPolicyUploadJobSchema'
          description: Upload job details
        '404':
          description: Upload job not found
      security:
      - ApiKeyAuth: []
      summary: Get specific policy upload job
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/upload/{job_heron_id}/pending/:
    get:
      description: Get all pending funder matches that need manual resolution for a specific upload job
      parameters:
      - description: The Heron ID of the upload job
        in: path
        name: job_heron_id
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/PendingMatchSchema'
                type: array
          description: List of pending matches
        '404':
          description: Job not found
      security:
      - ApiKeyAuth: []
      summary: List pending funder matches for a job
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/upload/{job_heron_id}/pending/{index}/resolve/:
    post:
      description: 'Resolve a pending match by selecting a funder. This will create the broker_funder

        record with the policy data and mark the pending match as resolved.

        '
      parameters:
      - description: The Heron ID of the upload job
        in: path
        name: job_heron_id
        required: true
        schema:
          type: string
      - description: The index of the pending match to resolve
        in: path
        name: index
        required: true
        schema:
          type: integer
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ResolvePendingMatchRequestSchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PendingMatchSchema'
          description: Pending match resolved successfully
        '400':
          description: Invalid request or match already resolved
        '404':
          description: Job or pending match not found
      security:
      - ApiKeyAuth: []
      summary: Resolve a pending funder match
      tags:
      - Broker Funder Policies
  /api/broker_funder_policies/upload/{job_heron_id}/pending/{index}/skip/:
    post:
      description: Skip a pending match without resolving it. This will mark it as skipped.
      parameters:
      - description: The Heron ID of the upload job
        in: path
        name: job_heron_id
        required: true
        schema:
          type: string
      - description: The index of the pending match to skip
        in: path
        name: index
        required: true
        schema:
          type: integer
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PendingMatchSchema'
          description: Pending match skipped successfully
        '400':
          description: Match already resolved or skipped
        '404':
          description: Job or pending match not found
      security:
      - ApiKeyAuth: []
      summary: Skip a pending funder match
      tags:
      - Broker Funder Policies
components:
  schemas:
    BrokerFunderPolicy:
      additionalProperties: false
      properties:
        created:
          format: date-time
          readOnly: true
          type: string
        funder:
          allOf:
          - $ref: '#/components/schemas/BrokerFunderPolicyFunder'
          readOnly: true
        last_updated:
          format: date-time
          readOnly: true
          type: string
        matching_priority:
          readOnly: true
          type:
          - integer
          - 'null'
        policy:
          additionalProperties: {}
          readOnly: true
          type:
          - object
          - 'null'
      type: object
    BrokerFunderLink:
      additionalProperties: false
      properties:
        broker_user_id:
          readOnly: true
          type: integer
        classification_instructions_override:
          readOnly: true
          type:
          - string
          - 'null'
        created:
          format: date-time
          readOnly: true
          type: string
        external_reference_id:
          readOnly: true
          type:
          - integer
          - 'null'
        extraction_instructions_override:
          readOnly: true
          type:
          - string
          - 'null'
        funder_heron_id:
          readOnly: true
          type: string
        last_updated:
          format: date-time
          readOnly: true
          type: string
        offer_calculation_constants_override:
          additionalProperties: {}
          readOnly: true
          type:
          - object
          - 'null'
        offer_email_instructions_override:
          readOnly: true
          type:
          - string
          - 'null'
        offer_portal_instructions_override:
          readOnly: true
          type:
          - string
          - 'null'
        offer_source_override:
          enum:
          - email
          - api
          - web_portal
          - all_offers
          - crm_lendsaas
          - null
          readOnly: true
        staging_submission_integration_id:
          readOnly: true
          type:
          - integer
          - 'null'
        submission_cc_email_addresses:
          items:
            type: string
          readOnly: true
          type:
          - array
          - 'null'
        submission_channel_override:
          enum:
          - email
          - api
          - web_portal
          - all_offers
          - crm_lendsaas
          - null
          readOnly: true
        submission_email_address:
          readOnly: true
          type:
          - string
          - 'null'
        submission_integration_id:
          readOnly: true
          type:
          - integer
          - 'null'
      type: object
    BrokerFunderPolicyUploadSchema:
      additionalProperties: false
      properties:
        file_base64:
          description: Base64 encoded file bytes
          type: string
        filename:
          description: Name of file
          type: string
      required:
      - file_base64
      - filename
      type: object
    BrokerFunderPolicyFunder:
      additionalProperties: false
      properties:
        heron_id:
          readOnly: true
          type: string
        logo_url:
          readOnly: true
          type:
          - string
          - 'null'
        name:
          readOnly: true
          type: string
      type: object
    ResolvePendingMatchRequestSchema:
      additionalProperties: false
      properties:
        funder_heron_id:
          description: Heron ID of the funder to match with
          type: string
      required:
      - funder_heron_id
      type: object
    AddFunderToPoliciesSchema:
      additionalProperties: false
      properties:
        funder_heron_id:
          description: Heron ID of the funder to add
          type: string
      required:
      - funder_heron_id
      type: object
    PendingMatchSchema:
      additionalProperties: false
      properties:
        candidates:
          items:
            $ref: '#/components/schemas/FunderCandidate'
          readOnly: true
          type: array
        index:
          readOnly: true
          type: integer
        matching_priority:
          readOnly: true
          type:
          - integer
          - 'null'
        policy:
          additionalProperties: {}
          readOnly: true
          type:
          - object
          - 'null'
        resolved_funder_heron_id:
          readOnly: true
          type:
          - string
          - 'null'
        spreadsheet_name:
          readOnly: true
          type: string
        status:
          readOnly: true
          type: string
      type: object
    BulkUpdateBrokerFunderPoliciesSchema:
      additionalProperties: false
      properties:
        policies:
          items:
            $ref: '#/components/schemas/BrokerFunderPolicyUpdateItem'
          type: array
      required:
      - policies
      type: object
    FunderCandidate:
      additionalProperties: false
      properties:
        funder_heron_id:
          readOnly: true
          type: string
        funder_name:
          readOnly: true
          type: string
        similarity:
          readOnly: true
          type: number
      type: object
    BrokerFunderPolicyUploadJobSchema:
      additionalProperties: false
      properties:
        created:
          format: date-time
          readOnly: true
          type: string
        error_count:
          readOnly: true
          type: integer
        error_details:
          additionalProperties: {}
          readOnly: true
          type:
          - object
          - 'null'
        error_message:
          readOnly: true
          type:
          - string
          - 'null'
        filename:
          readOnly: true
          type:
          - string
          - 'null'
        finished_at:
          format: date-time
          readOnly: true
          type:
          - string
          - 'null'
        heron_id:
          readOnly: true
          type: string
        last_updated:
          format: date-time
          readOnly: true
          type: string
        processed_count:
          readOnly: true
          type: integer
        results_summary:
          additionalProperties: {}
          readOnly: true
          type:
          - object
          - 'null'
        started_at:
          format: date-time
          readOnly: true
          type:
          - string
          - 'null'
        status:
          enum:
          - queued
          - processing
          - completed
          - failed
          readOnly: true
        success_count:
          readOnly: true
          type: integer
        total_count:
          readOnly: true
          type:
          - integer
          - 'null'
      type: object
    BrokerFunderPolicyUpdateItem:
      additionalProperties: false
      properties:
        funder_heron_id:
          type: string
        matching_priority:
          type:
          - integer
          - 'null'
        policy:
          additionalProperties: {}
          type:
          - object
          - 'null'
      required:
      - funder_heron_id
      type: object
  securitySchemes:
    ApiKeyAuth:
      in: header
      name: x-api-key
      type: apiKey
externalDocs:
  description: Read Tutorial
  url: https://docs.herondata.io/