Heron End User Data Source Accounts API

openapi: 3.2.0
info:
  contact:
    email: support@herondata.io
    name: Support
  title: Heron Data End User Data Source Accounts API
  version: '2021-07-19'
servers:
- description: Production
  url: https://app.herondata.io
security:
- ApiKeyAuth:
  - key_XXX
tags:
- name: EndUserDataSourceAccounts
paths:
  /api/data_source_accounts/{dsa_heron_id_to_update}/update_number:
    post:
      description: 'Update a data source account''s account number

        '
      parameters:
      - in: path
        name: dsa_heron_id_to_update
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/DataSourceAccountUpdateNumberSchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EndUserDataSourceAccount'
          description: Ok
      security:
      - ApiKeyAuth: []
      summary: Update a data source account's account number
      tags:
      - EndUserDataSourceAccounts
  /api/data_source_accounts/{heron_id}:
    put:
      description: 'Update a data source account

        '
      parameters:
      - in: path
        name: heron_id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EndUserDataSourceAccountUpdateSchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EndUserDataSourceAccount'
          description: Ok
      security:
      - ApiKeyAuth: []
      summary: Update a data source account
      tags:
      - EndUserDataSourceAccounts
  /api/end_users/{end_user_id_or_heron_id}/data_source_accounts/disable_duplicates:
    post:
      parameters:
      - in: path
        name: end_user_id_or_heron_id
        required: true
        schema:
          type: string
      - in: query
        name: start_date
        required: false
        schema:
          format: date
          type:
          - string
          - 'null'
      - in: query
        name: end_date
        required: false
        schema:
          format: date
          type:
          - string
          - 'null'
      responses:
        '200':
          description: OK
      security:
      - ApiKeyAuth: []
      summary: Disable duplicate data source accounts for an end user
      tags:
      - EndUserDataSourceAccounts
components:
  schemas:
    AccountBalance:
      properties:
        closing_amount:
          allOf:
          - $ref: '#/components/schemas/Money'
          description: The closing balance for the day
          example: 25000.45
        currency:
          description: Currency of the balance
          example: USD
          type: string
        date:
          description: Date of the balance
          example: '2022-01-01'
          format: date
          type: string
      required:
      - closing_amount
      type: object
    DataSourceAccountUpdateNumberSchema:
      properties:
        source_dsa_heron_id:
          description: The Heron ID of the data source account containing the number we want to update to
          example: dsa_8w6V5CuRESc7G5yx3mXF54
          type: string
      required:
      - source_dsa_heron_id
      type: object
    EndUserDataSourceAccount:
      properties:
        account_id:
          description: Unique account id associated with the data source account
          example: '202348'
          type: string
        anomaly_reasons:
          description: Reasons associated with anomaly_score for pdf bank statement account sources
          example:
          - Statement metadata changed
          - Manual review flagged suspicious edits
          items:
            type: string
          type:
          - array
          - 'null'
        anomaly_score:
          description: For pdf bank statement account sources, where the value is between 0 and 1000, with 1000 being the most anomalous
          example: 200
          type: integer
        balances:
          description: List of balances associated with the account
          example:
          - closing_amount: 25000.45
            currency: USD
            date: '2022-01-01'
          items:
            $ref: '#/components/schemas/AccountBalance'
          type: array
        currency:
          description: Currency of the account
          example: USD
          type: string
        display_account_id:
          description: 'Human-readable account label for display: the last four digits of the account number (falling back to the account title). Not unique and not a key; use account_id to join.'
          example: '7505'
          type:
          - string
          - 'null'
        end_date:
          description: End date of the account
          example: '2022-01-31'
          format: date
          type: string
        heron_id:
          description: Unique ID for data source generated by Heron
          example: dso_bSTsiBKd9gS5GtAzg7dSAb
          type: string
        institution_name:
          description: Name of the institution
          example: Chase
          type: string
        is_enabled:
          description: Whether or not the account is enabled. If disabled, hides related transactions from analytics
          example: true
          type: boolean
        max_date:
          description: Latest date of transactions associated with the data source account
          example: '2022-01-31'
          format: date
          type: string
        min_date:
          description: Earliest date of transactions associated with the data source account
          example: '2022-01-01'
          format: date
          type: string
        name:
          description: Name of the account
          example: Checking Account
          type: string
        num_transactions:
          description: Number of transactions associated with the data source account
          example: 120
          type: integer
        number:
          description: Number of the account
          example: '123456789'
          type: string
        owner_name:
          description: Name of the account owner
          example: John Doe
          type: string
        reference_id:
          description: This is the account ID provided as part of the transaction
          example: account-202348
          type: string
        start_date:
          description: Start date of the account
          example: '2022-01-01'
          format: date
          type: string
        transactions_match_balances:
          description: For pdf bank statements, represents whether all transactions extracted match the balances extracted
          example: true
          type: boolean
        type:
          description: Type of the account
          example: Checking
          type: string
      required:
      - is_enabled
      type: object
    Money:
      properties:
        amount:
          description: The amount of money
          example: '1234.56'
          type: number
        currency:
          description: The currency of the money
          example: USD
          type: string
      type: object
    EndUserDataSourceAccountUpdateSchema:
      properties:
        is_enabled:
          description: Whether or not the account is enabled. If disabled, hides related transactions from analytics
          example: true
          type: boolean
      type: object
  securitySchemes:
    ApiKeyAuth:
      in: header
      name: x-api-key
      type: apiKey
externalDocs:
  description: Read Tutorial
  url: https://docs.herondata.io/