Heron

Heron Policy API

The Policy API from Heron — 3 operation(s) for policy.

GitHub OpenAPI
Business capability
Credit Underwriting & Decisioning Management BC-1320.20

Operations 3

GET /api/end_users/{end_user_id_or_heron_id}/policy_evaluations Get the policy evaluations for an end user
GET /api/policies Get all policy definitions
POST /api/policies/progress Progress policies for an end user

Documentation

📖
Documentation
https://docs.herondata.io/
📖
APIReference
https://docs.herondata.io/api-reference/authentication
📖
GettingStarted
https://docs.herondata.io/
📖
Authentication
https://raw.githubusercontent.com/api-evangelist/heron/refs/heads/main/authentication/heron-authentication.yml

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/heron/refs/heads/main/openapi/heron-policy-api-openapi.yml
⚙
AsyncAPI
https://raw.githubusercontent.com/api-evangelist/heron/refs/heads/main/asyncapi/heron-webhooks-asyncapi.yml

Other Resources

🔗
LLMsTxt
https://raw.githubusercontent.com/api-evangelist/heron/refs/heads/main/llms/heron-llms.txt
🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/heron/refs/heads/main/asyncapi/heron-webhooks-asyncapi.yml

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OpenAPI Specification

heron-policy-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  contact:
    email: support@herondata.io
    name: Support
  title: Heron Data Policy API
  version: '2021-07-19'
servers:
- description: Production
  url: https://app.herondata.io
security:
- ApiKeyAuth:
  - key_XXX
tags:
- name: Policy
paths:
  /api/end_users/{end_user_id_or_heron_id}/policy_evaluations:
    get:
      description: 'Evaluates the user''s policies against end user on-the-fly

        '
      parameters:
      - in: path
        name: end_user_id_or_heron_id
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/PolicyEvaluationSchema'
                type: array
          description: Ok
      security:
      - ApiKeyAuth: []
      summary: Get the policy evaluations for an end user
      tags:
      - Policy
  /api/policies:
    get:
      description: 'Gets all policy definitions set up for a user

        '
      responses:
        '200':
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/PolicySchema'
                type: array
          description: Ok
      security:
      - ApiKeyAuth: []
      summary: Get all policy definitions
      tags:
      - Policy
  /api/policies/progress:
    post:
      description: 'Triggers the policy progression workflow for a specific end user

        '
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ProgressPolicySchema'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  ok:
                    example: true
                    type: boolean
                type: object
          description: Ok
        '404':
          description: End user not found
      security:
      - ApiKeyAuth: []
      summary: Progress policies for an end user
      tags:
      - Policy
components:
  schemas:
    BooleanCheck:
      properties:
        auto_decline:
          default: false
          type: boolean
        decline_description:
          type:
          - string
          - 'null'
        email_template_name:
          type:
          - string
          - 'null'
        ignore_metric_availability:
          default: false
          type: boolean
        is_mandatory:
          default: false
          type: boolean
        on_failure:
          default: fail
          enum:
          - fail
          - review_required
        pass_description:
          type:
          - string
          - 'null'
        value:
          type: boolean
      type: object
    SQLCheck:
      properties:
        auto_decline:
          default: false
          type: boolean
        column_name:
          type: string
        decline_description:
          type:
          - string
          - 'null'
        email_template_name:
          type:
          - string
          - 'null'
        ignore_metric_availability:
          default: false
          type: boolean
        is_mandatory:
          default: false
          type: boolean
        on_failure:
          default: fail
          enum:
          - fail
          - review_required
        pass_description:
          type:
          - string
          - 'null'
        query_name:
          type: string
      required:
      - column_name
      - query_name
      type: object
    Check:
      properties:
        attribute_label:
          type:
          - string
          - 'null'
        boolean_check:
          allOf:
          - $ref: '#/components/schemas/BooleanCheck'
        composite_check:
          allOf:
          - $ref: '#/components/schemas/CompositeCheck'
        date_check:
          allOf:
          - $ref: '#/components/schemas/DateCheck'
        date_delta_to_now_check:
          allOf:
          - $ref: '#/components/schemas/DateDeltaToNowCheck'
        enhanced_sql_check:
          allOf:
          - $ref: '#/components/schemas/EnhancedSQLCheck'
        group:
          type:
          - string
          - 'null'
        name:
          type:
          - string
          - 'null'
        numeric_check:
          allOf:
          - $ref: '#/components/schemas/NumericCheck'
        sql_check:
          allOf:
          - $ref: '#/components/schemas/SQLCheck'
        string_check:
          allOf:
          - $ref: '#/components/schemas/StringCheck'
      type: object
    PolicyEvaluationSchema:
      properties:
        failed_checks:
          items:
            $ref: '#/components/schemas/CheckEvaluation'
          type: array
        missing_data_checks:
          items:
            $ref: '#/components/schemas/CheckEvaluation'
          type: array
        passed_checks:
          items:
            $ref: '#/components/schemas/CheckEvaluation'
          type: array
        policy:
          $ref: '#/components/schemas/Policy'
        result:
          enum:
          - passed
          - failed
          - review_required
          - missing_data
      type: object
    CompositeCheck:
      properties:
        auto_decline:
          default: false
          type: boolean
        checks:
          items:
            $ref: '#/components/schemas/Check'
          type: array
        decline_description:
          type:
          - string
          - 'null'
        email_template_name:
          type:
          - string
          - 'null'
        ignore_metric_availability:
          default: false
          type: boolean
        is_mandatory:
          default: false
          type: boolean
        on_failure:
          default: fail
          enum:
          - fail
          - review_required
        pass_description:
          type:
          - string
          - 'null'
        type:
          enum:
          - AND
          - OR
      type: object
    AttributeEvidence:
      properties:
        record_indices:
          items:
            type: integer
          type:
          - array
          - 'null'
        section:
          type:
          - string
          - 'null'
        source_id:
          type:
          - string
          - 'null'
        source_type:
          type: string
      type: object
    Policy:
      properties:
        checks:
          items:
            $ref: '#/components/schemas/Check'
          type: array
        display_order:
          type:
          - integer
          - 'null'
        heron_id:
          type: string
        name:
          type: string
        use_case:
          enum:
          - background_check
          - cashflow
      required:
      - heron_id
      - name
      type: object
    DateCheck:
      properties:
        auto_decline:
          default: false
          type: boolean
        decline_description:
          type:
          - string
          - 'null'
        email_template_name:
          type:
          - string
          - 'null'
        ignore_metric_availability:
          default: false
          type: boolean
        is_mandatory:
          default: false
          type: boolean
        on_failure:
          default: fail
          enum:
          - fail
          - review_required
        pass_description:
          type:
          - string
          - 'null'
        type:
          enum:
          - equal
          - not_equal
          - before
          - before_or_on
          - after
          - after_or_on
        value:
          format: date
          type: string
      type: object
    NumericCheck:
      properties:
        auto_decline:
          default: false
          type: boolean
        decline_description:
          type:
          - string
          - 'null'
        email_template_name:
          type:
          - string
          - 'null'
        ignore_metric_availability:
          default: false
          type: boolean
        is_mandatory:
          default: false
          type: boolean
        on_failure:
          default: fail
          enum:
          - fail
          - review_required
        pass_description:
          type:
          - string
          - 'null'
        type:
          enum:
          - equal
          - not_equal
          - greater_than
          - greater_than_or_equal
          - less_than
          - less_than_or_equal
        value:
          type: string
      type: object
    PolicySchema:
      properties:
        checks:
          items:
            $ref: '#/components/schemas/Check'
          type: array
        display_order:
          type:
          - integer
          - 'null'
        heron_id:
          type: string
        name:
          type: string
        use_case:
          enum:
          - background_check
          - cashflow
      required:
      - heron_id
      - name
      type: object
    CheckEvaluation:
      properties:
        attribute_value:
          allOf:
          - $ref: '#/components/schemas/CompanyAttributeValue'
        check:
          allOf:
          - $ref: '#/components/schemas/Check'
        evaluations:
          items:
            $ref: '#/components/schemas/CheckEvaluation'
          type:
          - array
          - 'null'
        result:
          enum:
          - pass
          - failed
          - review_required
          - missing_data
      type: object
    DateDeltaToNowCheck:
      properties:
        auto_decline:
          default: false
          type: boolean
        decline_description:
          type:
          - string
          - 'null'
        email_template_name:
          type:
          - string
          - 'null'
        ignore_metric_availability:
          default: false
          type: boolean
        is_mandatory:
          default: false
          type: boolean
        on_failure:
          default: fail
          enum:
          - fail
          - review_required
        pass_description:
          type:
          - string
          - 'null'
        pass_if_value_missing:
          default: false
          type: boolean
        type:
          enum:
          - greater_than
          - less_than
        value:
          additionalProperties: {}
          type:
          - object
          - 'null'
      type: object
    ProgressPolicySchema:
      properties:
        end_user_heron_id:
          type: string
      required:
      - end_user_heron_id
      type: object
    CompanyAttributeValue:
      properties:
        attribute_label:
          type: string
        evidence:
          allOf:
          - $ref: '#/components/schemas/AttributeEvidence'
        value:
          type: string
      type: object
    EnhancedSQLCheck:
      properties:
        auto_decline:
          default: false
          type: boolean
        check_type:
          enum:
          - equal
          - not_equal
          - greater_than
          - greater_than_or_equal
          - less_than
          - less_than_or_equal
          - before
          - before_or_on
          - after
          - after_or_on
          - is_in
          - is_not_in
        column_name:
          type: string
        comparison_value: {}
        data_type:
          enum:
          - numeric
          - date
          - string
        decline_description:
          type:
          - string
          - 'null'
        email_template_name:
          type:
          - string
          - 'null'
        ignore_metric_availability:
          default: false
          type: boolean
        is_mandatory:
          default: false
          type: boolean
        on_failure:
          default: fail
          enum:
          - fail
          - review_required
        pass_description:
          type:
          - string
          - 'null'
        query_name:
          type: string
      required:
      - check_type
      - column_name
      - comparison_value
      - data_type
      - query_name
      type: object
    StringCheck:
      properties:
        auto_decline:
          default: false
          type: boolean
        decline_description:
          type:
          - string
          - 'null'
        email_template_name:
          type:
          - string
          - 'null'
        ignore_metric_availability:
          default: false
          type: boolean
        is_mandatory:
          default: false
          type: boolean
        on_failure:
          default: fail
          enum:
          - fail
          - review_required
        pass_description:
          type:
          - string
          - 'null'
        type:
          enum:
          - equal
          - not_equal
          - starts_with
          - starts_with_any_of
          - does_not_start_with_any_of
          - contains
          - does_not_start_with
          - does_not_contain
          - is_in
          - is_not_in
        value:
          type: string
      type: object
  securitySchemes:
    ApiKeyAuth:
      in: header
      name: x-api-key
      type: apiKey
externalDocs:
  description: Read Tutorial
  url: https://docs.herondata.io/