Heron Enrichment Feedback API

openapi: 3.2.0
info:
  contact:
    email: support@herondata.io
    name: Support
  title: Heron Data Enrichment Feedback API
  version: '2021-07-19'
servers:
- description: Production
  url: https://app.herondata.io
security:
- ApiKeyAuth:
  - key_XXX
tags:
- name: EnrichmentFeedback
paths:
  /api/end_users/{end_user_id_or_heron_id}/bulk_category_feedback:
    post:
      description: Provide bulk feedback on Transaction Categories for a specified end user
      parameters:
      - in: path
        name: end_user_id_or_heron_id
        required: true
        schema:
          type: string
      - description: Whether to process the feedback with high priority
        in: query
        name: high_priority
        required: false
        schema:
          default: false
          type: boolean
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EndUserBulkCategoryFeedback'
        description: 'A list of objects containing a Transaction''s heron id and the suggested Category. If you provide a `heron_id` for Category, you don''t need to provide other fields. If `heron_id` is provided, we disregard `label`.

          '
        required: true
      responses:
        '201':
          content:
            application/json:
              schema:
                properties:
                  category:
                    description: The applied category
                    properties:
                      description:
                        description: Description of the category
                        type: string
                      heron_id:
                        description: Unique ID of the category
                        type: string
                      label:
                        description: The label of the category
                        type: string
                    type: object
                  num_annotations:
                    description: The number of category annotations added
                    example: 1
                    type: integer
                  transaction_heron_ids:
                    description: List of affected transaction heron IDs
                    items:
                      type: string
                    type: array
                type: object
          description: OK
      security:
      - ApiKeyAuth: []
      summary: Bulk create category feedback for an end user
      tags:
      - EnrichmentFeedback
      operationId: postApiEndUsersByEndUserIdOrHeronIdBulkCategoryFeedback
      x-operation-id-source: derived
  /api/end_users/{end_user_id_or_heron_id}/merchant_feedback:
    post:
      description: Provide bulk feedback on Transaction Merchants for a specified end user
      parameters:
      - in: path
        name: end_user_id_or_heron_id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EndUserBulkMerchantFeedback'
        description: 'Merchant feedback for transactions. Provide either a merchant_heron_id (for known merchants) or merchant_name (for unknown merchants to be logged).

          '
        required: true
      responses:
        '201':
          content:
            application/json:
              schema:
                properties:
                  num_annotations:
                    description: The number of merchant annotations added
                    example: 1
                    type: integer
                  transaction_heron_ids:
                    description: List of affected transaction heron IDs
                    items:
                      type: string
                    type: array
                type: object
          description: OK
      security:
      - ApiKeyAuth: []
      summary: Bulk create merchant feedback for an end user
      tags:
      - EnrichmentFeedback
      operationId: postApiEndUsersByEndUserIdOrHeronIdMerchantFeedback
      x-operation-id-source: derived
  /api/end_users/{end_user_id_or_heron_id}/merchant_feedback/revert:
    post:
      description: Revert merchant feedback annotations created by the feedback_client annotator
      parameters:
      - in: path
        name: end_user_id_or_heron_id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EndUserMerchantFeedbackRevert'
        description: List of transaction heron IDs to revert merchant feedback
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  reverted:
                    description: List of transaction heron IDs that were reverted
                    items:
                      type: string
                    type: array
                  skipped:
                    description: List of transaction heron IDs that were skipped
                    items:
                      type: string
                    type: array
                type: object
          description: OK
      security:
      - ApiKeyAuth: []
      summary: Revert merchant feedback for an end user
      tags:
      - EnrichmentFeedback
      operationId: postApiEndUsersByEndUserIdOrHeronIdMerchantFeedbackRevert
      x-operation-id-source: derived
  /api/transactions/{heron_id}/feedback:
    put:
      description: Provide feedback on a Transaction's Categories and Merchants
      parameters:
      - description: Transaction `heron_id`
        in: path
        name: heron_id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              properties:
                transaction:
                  $ref: '#/components/schemas/TransactionFeedbackSchema'
              type: object
        description: 'A partial Transaction object with the suggested Category and/or Merchant. If you provide a `heron_id` for Category or Merchant, you don''t need to provide other fields. If you don''t know the Merchant `heron_id` nor name, you can just send the `is_correct` boolean. If `heron_id` is provided, we disregard `name` and `label`. If `is_correct` is set to true, we disregard all other Merchant fields.

          '
        required: true
      responses:
        '200':
          description: OK
        '401':
          description: Unauthorized
      security:
      - ApiKeyAuth: []
      summary: Create category, merchant feedback
      tags:
      - EnrichmentFeedback
      operationId: putApiTransactionsByHeronIdFeedback
      x-operation-id-source: derived
components:
  schemas:
    EndUserMerchantFeedbackRevert:
      properties:
        transaction_heron_ids:
          description: List of transaction heron IDs to revert merchant feedback
          items:
            example: txn_kykFaRW4AduwY9fsHE65S9
            type: string
          type: array
      required:
      - transaction_heron_ids
      type: object
    EndUserBulkCategoryFeedback:
      properties:
        category:
          $ref: '#/components/schemas/CategoryFeedback'
        source:
          description: your identifier for where the feedback comes from e.g. bob_the_underwriter
          maxLength: 120
          type:
          - string
          - 'null'
        transaction_heron_ids:
          default: []
          description: List of transaction heron IDs
          items:
            example: txn_3VTv4ULZRwijE3Yena9QxY
            type: string
          type: array
        transaction_reference_ids:
          default: []
          description: List of transaction reference IDs
          items:
            example: your_reference_id
            type: string
          type: array
      required:
      - category
      type: object
    MerchantFeedback1:
      properties:
        merchant_group_id:
          description: Group ID for the merchant (optional, for linking related merchants)
          enum:
          - Uber
          - Google
          - Intuit
          - invoice_factoring
          - debt.bank
          - debt.mca_or_rbf
          - debt.other
          - debt.non_bank_business
          - debt.equipment_and_auto_leasing
          - debt.mortgage
          - debt.personal_non_mortgage
          - debt.collections
          - fuel_provider
          - gambling_and_betting
          example: Uber
          type: string
        merchant_heron_id:
          description: Heron ID of the merchant (if known in our database)
          example: mrc_fUkznWDtid4bEhDbWGXBsi
          type: string
        merchant_name:
          description: Name of the merchant (required if merchant_heron_id not provided)
          example: Acme Corporation
          maxLength: 140
          type: string
        merchant_url:
          description: URL of the merchant (optional)
          example: https://acme.com
          maxLength: 2000
          type: string
      type: object
    TransactionFeedbackSchema:
      properties:
        category:
          allOf:
          - $ref: '#/components/schemas/CategoryFeedback'
          default: {}
          example:
            heron_id: ctg_9ajoQ8VmFFvvWTBcgCfK2m
            label: Insurance
        merchant:
          allOf:
          - $ref: '#/components/schemas/MerchantFeedback'
          default: {}
          example:
            heron_id: mrc_dyob4Gv2NpBP46Fs5UANbL
            is_correct: false
            name: Spotify
        source:
          description: your identifier for where the feedback comes from e.g. bob_the_underwriter
          maxLength: 120
          type:
          - string
          - 'null'
      type: object
    MerchantFeedback:
      properties:
        heron_id:
          description: heron_id of the correct merchant
          example: mrc_cGt7XxoNoTY8Y2uKYp5Urp
          type: string
        is_correct:
          default: false
          example: false
          type: boolean
        name:
          description: name of the correct merchant
          example: Spotify
          type: string
      type: object
    CategoryFeedback:
      properties:
        heron_id:
          description: heron_id of the correct category
          example: ctg_YkigC43AS8CVDy4bVbdLiF
          type: string
        label:
          description: label of the correct category
          example: Insurance
          type: string
      type: object
    EndUserBulkMerchantFeedback:
      properties:
        merchant:
          $ref: '#/components/schemas/MerchantFeedback1'
        transaction_heron_ids:
          description: List of transaction heron IDs
          items:
            example: txn_oNMLQFGrd4gNvYCtUjqr8u
            type: string
          type: array
      required:
      - merchant
      - transaction_heron_ids
      type: object
  securitySchemes:
    ApiKeyAuth:
      in: header
      name: x-api-key
      type: apiKey
externalDocs:
  description: Read Tutorial
  url: https://docs.herondata.io/