Heron Broker Submissions API

openapi: 3.2.0
info:
  contact:
    email: support@herondata.io
    name: Support
  title: Heron Data Broker Submissions API
  version: '2021-07-19'
servers:
- description: Production
  url: https://app.herondata.io
security:
- ApiKeyAuth:
  - key_XXX
tags:
- name: BrokerSubmissions
paths:
  /api/broker_submissions/:
    post:
      description: 'Create a new broker submission with end user details.

        **Authentication**: Requires a broker API key in the `x-api-key` header. Generate keys using the `/api/broker_submissions/api_keys/generate` endpoint.

        '
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateBrokerSubmissionSchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  heron_id:
                    description: Heron ID of the created submission
                    type: string
                type: object
          description: OK
      security:
      - ApiKeyAuth: []
      summary: Create broker submission
      tags:
      - BrokerSubmissions
  /api/broker_submissions/api_keys:
    get:
      description: 'Retrieve all Broker API keys associated with the authenticated user''s funder account. Returns a list of broker-funder relationships with their corresponding API keys.

        '
      responses:
        '200':
          content:
            application/json:
              schema:
                items:
                  properties:
                    broker:
                      description: The broker's name
                      type: string
                    broker_funder_api_key_heron_id:
                      description: The API key's unique identifier
                      type: string
                    broker_funder_api_key_token:
                      description: The API key token
                      type: string
                  type: object
                type: array
          description: OK
        '404':
          description: Funder account not found for the authenticated user
      summary: List broker API keys for a given user.
      tags:
      - BrokerSubmissions
  /api/broker_submissions/api_keys/generate:
    post:
      description: 'Create a new API key for a broker-funder relationship. The broker is identified by email domain. If the funder account or broker-funder relationship doesn''t exist, they will be created automatically. Returns an error if an API key already exists for this relationship.

        '
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateBrokerFunderApiKeySchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  broker_funder_token:
                    description: The generated API key token
                    type: string
                type: object
          description: OK
        '404':
          description: Broker with the specified email domain does not exist
        '409':
          description: API key already exists for this broker-funder relationship
      summary: Generate broker API key
      tags:
      - BrokerSubmissions
  /api/broker_submissions/api_keys/{broker_funder_api_key_heron_id}:
    delete:
      description: 'Delete an existing API key for a broker-funder relationship. The authenticated user must own the funder account associated with the API key.

        '
      parameters:
      - description: The unique identifier of the API key to delete
        in: path
        name: broker_funder_api_key_heron_id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: API key successfully deleted
        '404':
          description: API key not found
      summary: Delete broker API key
      tags:
      - BrokerSubmissions
  /api/broker_submissions/{submission_heron_id}/files:
    post:
      description: 'Upload one or more PDF files for a specified broker submission.

        Authenticate by passing a broker API key in the `x-api-key` header. Generate keys via the `/api/broker_submissions/api_keys/generate` endpoint.

        '
      parameters:
      - description: The unique identifier for the broker submission to upload files to
        in: path
        name: submission_heron_id
        required: true
        schema:
          example: sub_1a2b3c4d5e6f
          type: string
      requestBody:
        content:
          multipart/form-data:
            examples:
              multiple_files:
                summary: Upload multiple files
                value:
                  files:
                  - january.pdf
                  - february.pdf
                  - march.pdf
              single_file:
                summary: Upload single file
                value:
                  files:
                  - file_q4.pdf
              with_file_class:
                summary: Upload with explicit file class
                value:
                  file_class: iso_application_form
                  files:
                  - iso_app.pdf
              without_downstream_processing:
                summary: Upload without triggering downstream processing
                value:
                  downstream_processing: false
                  files:
                  - statement.pdf
            schema:
              properties:
                downstream_processing:
                  default: true
                  description: '(Optional) Whether to trigger downstream processing (classification, parsing, Flowmingo workflow start, etc.) after the files are uploaded. Defaults to true to preserve existing behaviour. Set to false to upload files without triggering downstream processing — useful when uploading multiple files in sequence and you only want the workflow to start after the final upload.

                    '
                  example: true
                  type: boolean
                file_class:
                  description: '(Optional) The type of document being uploaded. Applies to all files in this request. If omitted, Heron''s file classifier will automatically determine the file type. Common values: bank_statement, iso_application_form, debt_summary, void_check, invoice, pnl_statement, balance_sheet, tax_return.

                    '
                  example: bank_statement
                  type: string
                files:
                  description: Array of PDF files to upload.
                  items:
                    format: binary
                    type: string
                  maxItems: 12
                  minItems: 1
                  type: array
              required:
              - files
              type: object
        required: true
      responses:
        '201':
          content:
            application/json:
              schema:
                items:
                  properties:
                    file:
                      description: Name of the uploaded file
                      example: statement_q4.pdf
                      type: string
                    status:
                      description: Status of the file upload
                      enum:
                      - uploaded
                      example: uploaded
                      type: string
                  type: object
                type: array
          description: All files uploaded successfully
        '207':
          content:
            application/json:
              schema:
                items:
                  properties:
                    file:
                      description: Name of the file
                      example: statement.pdf
                      type: string
                    reason:
                      description: Error reason (only present when status is "error")
                      example: Duplicate file
                      type: string
                    status:
                      description: Status of the file upload
                      enum:
                      - uploaded
                      - error
                      example: uploaded
                      type: string
                  type: object
                type: array
          description: Partial success - some files uploaded, others failed
        '400':
          content:
            application/json:
              schema:
                items:
                  properties:
                    file:
                      description: Name of the file
                      example: invalid.pdf
                      type: string
                    reason:
                      description: Reason for failure
                      example: 'File type application/msword not allowed. Allowed: application/pdf'
                      type: string
                    status:
                      description: Status of the file upload
                      enum:
                      - error
                      example: error
                      type: string
                  type: object
                type: array
          description: All files failed validation or upload, or no files attached
        '401':
          content:
            application/json:
              schema:
                properties:
                  description:
                    example: Unauthorized
                    type: string
                type: object
          description: Missing or invalid API key
        '404':
          content:
            application/json:
              schema:
                properties:
                  description:
                    example: Broker submission sub_1a2b3c4d5e6f not found
                    type: string
                type: object
          description: Broker submission not found, or does not belong to the authenticated broker
        '422':
          content:
            application/json:
              schema:
                properties:
                  description:
                    example: Invalid file_class 'invalid_value'. Must be a valid file class name.
                    type: string
                type: object
          description: Request payload failed validation (e.g. invalid file_class, file too large, wrong mime type, too few or too many files)
      security:
      - ApiKeyAuth: []
      summary: Upload PDF files for broker submission
      tags:
      - BrokerSubmissions
  /api/broker_submissions/{submission_heron_id}/update_information:
    post:
      description: 'Add company and owner details to existing broker submission.

        **Authentication**: Requires a broker API key in the `x-api-key` header. Generate keys using the `/api/broker_submissions/api_keys/generate` endpoint.

        '
      parameters:
      - in: path
        name: submission_heron_id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EndUserInformationPatchSchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EndUserInformationSchema'
          description: OK
      security:
      - ApiKeyAuth: []
      summary: Add details to broker submission
      tags:
      - BrokerSubmissions
components:
  schemas:
    EndUserInformationPatchSchema:
      properties:
        amount_requested:
          type:
          - number
          - 'null'
        annual_revenue:
          type:
          - number
          - 'null'
        business_start_date:
          format: date
          type:
          - string
          - 'null'
        company_billing_address:
          $ref: '#/components/schemas/Address'
        company_email:
          type:
          - string
          - 'null'
        company_legal_business_name:
          type:
          - string
          - 'null'
        company_phone_number:
          type:
          - string
          - 'null'
        company_physical_address:
          $ref: '#/components/schemas/Address'
        company_website:
          type:
          - string
          - 'null'
        dba:
          description: Doing business as
          type:
          - string
          - 'null'
        federal_tax_id:
          type:
          - string
          - 'null'
        industry_type:
          type:
          - string
          - 'null'
        loan_purpose:
          type:
          - string
          - 'null'
        monthly_revenue:
          type:
          - number
          - 'null'
        naics:
          type:
          - string
          - 'null'
        owner_1:
          $ref: '#/components/schemas/Owner'
        owner_2:
          $ref: '#/components/schemas/Owner'
        predicted_industry_probability:
          type:
          - number
          - 'null'
        source_email_address:
          type:
          - string
          - 'null'
        source_name:
          type:
          - string
          - 'null'
        source_notes:
          type:
          - string
          - 'null'
        state_of_incorporation:
          type:
          - string
          - 'null'
        type_of_business_entity:
          type:
          - string
          - 'null'
      type: object
    Owner:
      properties:
        credit_score:
          type:
          - integer
          - 'null'
        date_of_birth:
          example: '1990-01-01'
          format: date
          type:
          - string
          - 'null'
        email_address:
          type:
          - string
          - 'null'
        first_name:
          type:
          - string
          - 'null'
        has_signed:
          type:
          - boolean
          - 'null'
        home_address:
          $ref: '#/components/schemas/Address'
        home_phone:
          type:
          - string
          - 'null'
        last_name:
          type:
          - string
          - 'null'
        middle_name:
          type:
          - string
          - 'null'
        mobile_phone:
          type:
          - string
          - 'null'
        ownership_percentage:
          description: Percentage of ownership
          example: 100
          type:
          - number
          - 'null'
        prefix:
          description: Name prefix
          example: Mr
          type:
          - string
          - 'null'
        signed_date:
          format: date
          type:
          - string
          - 'null'
        social_security_number:
          type:
          - string
          - 'null'
        suffix:
          description: Generational or professional suffix
          example: Jr
          type:
          - string
          - 'null'
      type: object
    CreateBrokerSubmissionSchema:
      properties:
        name:
          description: The name of the submission being made, this is purely for user reference.
          minLength: 10
          type: string
      required:
      - name
      type: object
    CreateBrokerFunderApiKeySchema:
      properties:
        email:
          description: Broker email address
          format: email
          type: string
      required:
      - email
      type: object
    EndUserInformationSchema:
      properties:
        amount_requested:
          type:
          - number
          - 'null'
        annual_revenue:
          type:
          - number
          - 'null'
        business_start_date:
          format: date
          type:
          - string
          - 'null'
        company_billing_address:
          $ref: '#/components/schemas/Address'
        company_email:
          type:
          - string
          - 'null'
        company_legal_business_name:
          type:
          - string
          - 'null'
        company_phone_number:
          type:
          - string
          - 'null'
        company_physical_address:
          $ref: '#/components/schemas/Address'
        company_website:
          type:
          - string
          - 'null'
        dba:
          description: Doing business as
          type:
          - string
          - 'null'
        federal_tax_id:
          type:
          - string
          - 'null'
        industry_type:
          type:
          - string
          - 'null'
        loan_purpose:
          type:
          - string
          - 'null'
        monthly_revenue:
          type:
          - number
          - 'null'
        naics:
          type:
          - string
          - 'null'
        owner_1:
          $ref: '#/components/schemas/Owner'
        owner_2:
          $ref: '#/components/schemas/Owner'
        predicted_industry_probability:
          type:
          - number
          - 'null'
        source_email_address:
          type:
          - string
          - 'null'
        source_name:
          type:
          - string
          - 'null'
        source_notes:
          type:
          - string
          - 'null'
        source_type:
          description: Source of the end user information
          enum:
          - api
          - iso_application_form
          - heron_industry_classifier
          - rel6_industry_classifier
          - email
          - end_user_entities
          example: iso_application_form
          type: string
        state_of_incorporation:
          type:
          - string
          - 'null'
        type_of_business_entity:
          type:
          - string
          - 'null'
      type: object
    Address:
      properties:
        city:
          type:
          - string
          - 'null'
        line_1:
          type:
          - string
          - 'null'
        line_2:
          type:
          - string
          - 'null'
        state:
          type:
          - string
          - 'null'
        zip:
          type:
          - string
          - 'null'
      type: object
  securitySchemes:
    ApiKeyAuth:
      in: header
      name: x-api-key
      type: apiKey
externalDocs:
  description: Read Tutorial
  url: https://docs.herondata.io/