SearchProspectsDto

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/leo/main/json-schema/leo-search-prospects-dto-schema.json",
  "title": "SearchProspectsDto",
  "x-generated": "2026-10-20",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/leo-prospects-api-openapi.yml#/components/schemas/SearchProspectsDto",
  "type": "object",
  "properties": {
    "filters": {
      "description": "Filter group(s). Within a single object, conditions are **ANDed** together. Pass one object for a typical search — multiple objects are reserved for advanced segment combinations.",
      "type": "array",
      "items": {
        "$ref": "#/$defs/SearchProspectsFiltersDto"
      }
    },
    "page": {
      "type": "integer",
      "description": "1-based page number",
      "minimum": 1
    },
    "limit": {
      "type": "integer",
      "description": "Results per page",
      "minimum": 1,
      "maximum": 100
    }
  },
  "$defs": {
    "SearchProspectsFiltersDto": {
      "type": "object",
      "properties": {
        "state": {
          "description": "Two-letter US state code(s). Any prospect in *one of* these states matches.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "city": {
          "description": "City name(s).",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "county": {
          "description": "County name(s).",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "zip": {
          "description": "5-digit US ZIP code(s).",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "naicsList": {
          "description": "6-digit NAICS code(s). Common P&C prospect verticals: 484110 (general freight trucking), 236220 (commercial construction), 238210 (electrical contractors), 722511 (full-service restaurants).",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "ntee": {
          "description": "IRS NTEE code(s) for nonprofit classification.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "vertical": {
          "description": "Primary vertical(s). Examples: \"Trucking\", \"Construction\", \"Manufacturing\", \"Restaurants\".",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "prospectName": {
          "type": "string",
          "description": "Fuzzy partial match on company name. Use this when you have a known target account."
        },
        "websiteUrl": {
          "type": "string",
          "description": "Website domain or URL. Bare domain (no scheme) is preferred and matches subdomains too."
        },
        "websiteDomain": {
          "type": "string",
          "description": "Exact website domain match (no scheme, no path)."
        },
        "ein": {
          "type": "string",
          "description": "Employer Identification Number (EIN)."
        },
        "minEmployeesNumber": {
          "type": "integer",
          "description": "Inclusive lower bound on employee count."
        },
        "maxEmployeesNumber": {
          "type": "integer",
          "description": "Inclusive upper bound on employee count. Must be ≥ minEmployeesNumber when both are set."
        },
        "minSalesVolume": {
          "type": "integer",
          "description": "Inclusive lower bound on annual sales volume (USD)."
        },
        "maxSalesVolume": {
          "type": "integer",
          "description": "Inclusive upper bound on annual sales volume (USD). Must be ≥ minSalesVolume when both are set."
        },
        "hasLinkedin": {
          "type": "boolean",
          "description": "Restrict to prospects with a LinkedIn profile."
        },
        "hasWebsite": {
          "type": "boolean",
          "description": "Restrict to prospects with a website on file."
        },
        "hasContactEmailEnriched": {
          "type": "boolean",
          "description": "Restrict to prospects that have had contact emails enriched."
        },
        "hasWc": {
          "type": "boolean",
          "description": "Restrict to prospects with workers-compensation policy data on file. Strong signal for P&C cross-sell."
        },
        "hasOsha": {
          "type": "boolean",
          "description": "Restrict to prospects with OSHA inspection/violation records."
        },
        "hasOshaViolations": {
          "type": "boolean",
          "description": "Restrict to prospects with recorded OSHA violations."
        },
        "wcCarrierNameList": {
          "description": "WC carrier name(s) — exact matches within the WC carrier list.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "wcBrokerNameList": {
          "description": "WC broker name(s) — exact matches within the WC broker list.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "wcRenewalMonth": {
          "type": "integer",
          "description": "Single WC renewal month (1–12). Unlike `wcRenewalMonths`, this triggers nearest-x-date sorting so results are ordered by proximity to a target renewal date.",
          "minimum": 1,
          "maximum": 12
        },
        "wcRenewalMonths": {
          "description": "Plain multi-month filter for WC renewal (1–12). Returns prospects whose WC policy renews in any of the listed months. Does not affect sort order — use `wcRenewalMonth` for nearest-date sorting.",
          "type": "array",
          "items": {
            "type": "number"
          }
        },
        "fromWcRenewalDate": {
          "type": "string",
          "description": "Earliest WC renewal date (ISO 8601).",
          "format": "date"
        },
        "toWcRenewalDate": {
          "type": "string",
          "description": "Latest WC renewal date (ISO 8601).",
          "format": "date"
        },
        "hasDot": {
          "type": "boolean",
          "description": "Restrict to prospects with FMCSA/DOT records (trucking, commercial auto). Pair with trucking NAICS for best results."
        },
        "hasDotmcmxff": {
          "type": "boolean",
          "description": "Restrict to DOT carriers with MX/MF (Mexico cross-border) authority. MCMXFF = Motor Carrier Mexico authority or Form & Fitness."
        },
        "hasDotViolations": {
          "type": "boolean",
          "description": "Restrict to DOT carriers with recorded violations."
        },
        "hasDotbipdExcess": {
          "type": "boolean",
          "description": "Restrict to DOT carriers with Bodily Injury & Property Damage (BIPD) excess liability coverage on file."
        },
        "hasDotbipdPrimary": {
          "type": "boolean",
          "description": "Restrict to DOT carriers with Bodily Injury & Property Damage (BIPD) primary liability coverage on file."
        },
        "hasDotCargo": {
          "type": "boolean",
          "description": "Restrict to DOT carriers with cargo insurance on file."
        },
        "hasDotSurety": {
          "type": "boolean",
          "description": "Restrict to DOT carriers with surety bond on file."
        },
        "hasDotCoverages": {
          "type": "boolean",
          "description": "Restrict to DOT carriers with any DOT coverage on file."
        },
        "hasDotTrust": {
          "type": "boolean",
          "description": "Restrict to DOT carriers with a DOT Trust filing."
        },
        "dotNumber": {
          "type": "string",
          "description": "FMCSA DOT number."
        },
        "minDotDrivers": {
          "type": "integer",
          "description": "Inclusive lower bound on number of DOT drivers."
        },
        "maxDotDrivers": {
          "type": "integer",
          "description": "Inclusive upper bound on number of DOT drivers."
        },
        "minDotUnits": {
          "type": "integer",
          "description": "Inclusive lower bound on number of DOT power units."
        },
        "maxDotUnits": {
          "type": "integer",
          "description": "Inclusive upper bound on number of DOT power units."
        },
        "dotCarrierNameList": {
          "description": "DOT carrier name(s) — exact matches within the DOT carrier list.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "dotbipdMaxLimit": {
          "type": "integer",
          "description": "Maximum Bodily Injury & Property Damage (BIPD) liability limit on file (USD)."
        },
        "dotbipdExcessRenewalMonth": {
          "type": "integer",
          "description": "DOT BIPD Excess policy renewal month (1–12).",
          "minimum": 1,
          "maximum": 12
        },
        "dotbipdPrimaryRenewalMonth": {
          "type": "integer",
          "description": "DOT BIPD Primary policy renewal month (1–12).",
          "minimum": 1,
          "maximum": 12
        },
        "dotTrustRenewalMonth": {
          "type": "integer",
          "description": "DOT Trust policy renewal month (1–12).",
          "minimum": 1,
          "maximum": 12
        },
        "dotCargoRenewalMonth": {
          "type": "integer",
          "description": "DOT Cargo policy renewal month (1–12).",
          "minimum": 1,
          "maximum": 12
        },
        "dotSuretyRenewalMonth": {
          "type": "integer",
          "description": "DOT Surety policy renewal month (1–12).",
          "minimum": 1,
          "maximum": 12
        },
        "predictedAutoXMonth": {
          "type": "integer",
          "description": "Predicted commercial auto policy renewal month (1–12).",
          "minimum": 1,
          "maximum": 12
        },
        "predictedGeneralLiabilityXMonth": {
          "type": "integer",
          "description": "Predicted general liability policy renewal month (1–12).",
          "minimum": 1,
          "maximum": 12
        },
        "has5500": {
          "type": "boolean",
          "description": "Restrict to prospects with any Form 5500 welfare/benefits filing."
        },
        "hasBenefitsPension": {
          "type": "boolean",
          "description": "Restrict to prospects with Form 5500 pension records (defined-benefit pension exposure)."
        },
        "hasBenefitsWelfare": {
          "type": "boolean",
          "description": "Restrict to prospects with Form 5500 welfare plan filings."
        },
        "has5500Contact": {
          "type": "boolean",
          "description": "Restrict to prospects with a Form 5500 signatory contact on file."
        },
        "benefitsCarrierNameList": {
          "description": "Benefits carrier name(s) — exact matches within the 5500 carrier list.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "benefitsBrokerNameList": {
          "description": "Benefits broker name(s) — exact matches within the 5500 broker list.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "fromBenefitsRenewalDate": {
          "type": "string",
          "description": "Earliest benefits (pension/welfare) renewal date (ISO 8601).",
          "format": "date"
        },
        "toBenefitsRenewalDate": {
          "type": "string",
          "description": "Latest benefits (pension/welfare) renewal date (ISO 8601).",
          "format": "date"
        },
        "benefitsRenewalMonths": {
          "description": "Benefits renewal month(s) (1–12) — matches pension or welfare renewal month.",
          "type": "array",
          "items": {
            "type": "number"
          }
        },
        "pensionRenewalMonth": {
          "type": "integer",
          "description": "Pension plan renewal month (1–12). Triggers nearest-x-date sorting.",
          "minimum": 1,
          "maximum": 12
        },
        "welfareRenewalMonth": {
          "type": "integer",
          "description": "Welfare plan renewal month (1–12). Triggers nearest-x-date sorting.",
          "minimum": 1,
          "maximum": 12
        },
        "minPensionParticipants": {
          "type": "integer",
          "description": "Inclusive lower bound on pension plan participant count."
        },
        "maxPensionParticipants": {
          "type": "integer",
          "description": "Inclusive upper bound on pension plan participant count."
        },
        "minWelfareParticipants": {
          "type": "integer",
          "description": "Inclusive lower bound on welfare plan participant count."
        },
        "maxWelfareParticipants": {
          "type": "integer",
          "description": "Inclusive upper bound on welfare plan participant count."
        },
        "minBenefitsTotalAssets": {
          "type": "integer",
          "description": "Inclusive lower bound on 5500 plan total assets (USD, end of year)."
        },
        "maxBenefitsTotalAssets": {
          "type": "number",
          "description": "Inclusive upper bound on 5500 plan total assets (USD, end of year)."
        },
        "benefitsServiceProviderList": {
          "description": "Service provider name(s) listed on Schedule C of Form 5500.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "benefitsServiceProviderCode": {
          "type": "string",
          "description": "Single Form 5500 Schedule C service-provider relationship code. Use `benefitsServiceProviderCodes` for multi-code filtering."
        },
        "benefitsServiceProviderCodes": {
          "description": "Form 5500 Schedule C service-provider relationship code(s). Matches prospects with any of the listed codes. Superset of `benefitsServiceProviderCode`.",
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "benefitsServiceProviderCompensationMin": {
          "type": "number",
          "description": "Minimum service provider compensation amount (USD, Schedule C)."
        },
        "benefitsServiceProviderCompensationMax": {
          "type": "number",
          "description": "Maximum service provider compensation amount (USD, Schedule C)."
        },
        "latestBenefitsPlanYear": {
          "type": "string",
          "description": "Latest welfare plan year begin date (ISO 8601). Filters on the most recent 5500 welfare filing date."
        },
        "latestPensionPlanYear": {
          "type": "string",
          "format": "date",
          "description": "Latest pension plan year begin date (ISO 8601)."
        },
        "latestBenefitsSignatoryPolicyBegin": {
          "type": "string",
          "format": "date",
          "description": "Latest welfare signatory first policy begin date (ISO 8601)."
        },
        "latestPensionSignatoryPolicyBegin": {
          "type": "string",
          "format": "date",
          "description": "Latest pension signatory first policy begin date (ISO 8601)."
        },
        "latestBenefitsBrokeragePolicyBegin": {
          "type": "string",
          "format": "date",
          "description": "Latest welfare broker first policy begin date (ISO 8601)."
        },
        "latestPensionBrokeragePolicyBegin": {
          "type": "string",
          "format": "date",
          "description": "Latest pension broker first policy begin date (ISO 8601)."
        },
        "latestBenefitsCarrierPolicyBegin": {
          "type": "string",
          "format": "date",
          "description": "Latest welfare carrier first policy begin date (ISO 8601)."
        },
        "latestPensionCarrierPolicyBegin": {
          "type": "string",
          "format": "date",
          "description": "Latest pension carrier first policy begin date (ISO 8601)."
        },
        "hasOffline5500AiInsights": {
          "type": "boolean",
          "description": "Restrict to prospects with offline 5500 AI insights generated."
        },
        "hasIrs": {
          "type": "boolean",
          "description": "Restrict to prospects with IRS Form 990 records (nonprofits)."
        },
        "irs501Ind": {
          "type": "boolean",
          "description": "Restrict to IRS 501(c) tax-exempt organizations."
        },
        "fidelityBondInd": {
          "type": "boolean",
          "description": "Restrict to organizations with a fidelity bond indication on their 990."
        },
        "irsFormType": {
          "type": "string",
          "description": "IRS form type (e.g. \"990\", \"990-EZ\", \"990-PF\")."
        },
        "has990Contact": {
          "type": "boolean",
          "description": "Restrict to nonprofits with directors/officers listed on the 990."
        },
        "minIrsTotalRevenue": {
          "type": "number",
          "description": "Inclusive lower bound on IRS total revenue (USD)."
        },
        "maxIrsTotalRevenue": {
          "type": "number",
          "description": "Inclusive upper bound on IRS total revenue (USD)."
        },
        "minIrsTotalExpenses": {
          "type": "number",
          "description": "Inclusive lower bound on IRS total expenses (USD)."
        },
        "maxIrsTotalExpenses": {
          "type": "number",
          "description": "Inclusive upper bound on IRS total expenses (USD)."
        },
        "minIrsTotalNetIncome": {
          "type": "number",
          "description": "Inclusive lower bound on IRS net income (USD)."
        },
        "maxIrsTotalNetIncome": {
          "type": "number",
          "description": "Inclusive upper bound on IRS net income (USD)."
        },
        "minIrsTotalNetAssets": {
          "type": "integer",
          "description": "Inclusive lower bound on IRS total net assets (USD)."
        },
        "maxIrsTotalNetAssets": {
          "type": "integer",
          "description": "Inclusive upper bound on IRS total net assets (USD)."
        },
        "minIrsGrossReceipts": {
          "type": "number",
          "description": "Inclusive lower bound on IRS gross receipts (USD)."
        },
        "maxIrsGrossReceipts": {
          "type": "number",
          "description": "Inclusive upper bound on IRS gross receipts (USD)."
        },
        "benefitsRagFlagComplianceAmendmentNeeded": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Compliance Amendment Needed."
        },
        "benefitsRagFlagCorrectiveDistributions": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Corrective Distributions."
        },
        "benefitsRagFlagDecliningPlanAssets": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Declining Plan Assets."
        },
        "benefitsRagFlagDelinquentContributions": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Delinquent Contributions."
        },
        "benefitsRagFlagExcessiveServiceProviderFees": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Excessive Service Provider Fees."
        },
        "benefitsRagFlagFidelityBondTooLow": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Fidelity Bond Too Low."
        },
        "benefitsRagFlagFrozenPlan": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Frozen Plan."
        },
        "benefitsRagFlagHas5500Audit": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Has 5500 Audit."
        },
        "benefitsRagFlagHighAverageAccountBalance": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: High Average Account Balance."
        },
        "benefitsRagFlagHighBrokerCommissionRate": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: High Broker Commission Rate."
        },
        "benefitsRagFlagHighExpenseRatio": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: High Expense Ratio."
        },
        "benefitsRagFlagHighFees": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: High Fees."
        },
        "benefitsRagFlagHighParticipantTurnover": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: High Participant Turnover."
        },
        "benefitsRagFlagHighPremiumPerCapita": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: High Premium Per Capita."
        },
        "benefitsRagFlagHighRetireeAssets": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: High Retiree Assets."
        },
        "benefitsRagFlagHighTurnoverRatio": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: High Turnover Ratio."
        },
        "benefitsRagFlagIndirectCompensationHeavy": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Indirect Compensation Heavy."
        },
        "benefitsRagFlagLargeAssetDrop": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Large Asset Drop."
        },
        "benefitsRagFlagLateFiling": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Late Filing."
        },
        "benefitsRagFlagLowParticipationRate": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Low Participation Rate."
        },
        "benefitsRagFlagMissingAudit": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Missing Audit."
        },
        "benefitsRagFlagMultiplePlansSingleEmployer": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Multiple Plans Single Employer."
        },
        "benefitsRagFlagNegativeNetAssets": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Negative Net Assets."
        },
        "benefitsRagFlagNegativeNetIncome": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Negative Net Income."
        },
        "benefitsRagFlagNetParticipantOutflow": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Net Participant Outflow."
        },
        "benefitsRagFlagNewPlan": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: New Plan."
        },
        "benefitsRagFlagNoCurrentBroker": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: No Current Broker."
        },
        "benefitsRagFlagNoEmployerContributions": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: No Employer Contributions."
        },
        "benefitsRagFlagNoInsuranceOnWelfarePlan": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: No Insurance On Welfare Plan."
        },
        "benefitsRagFlagNoStopLoss": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: No Stop Loss."
        },
        "benefitsRagFlagPlanRecentlyTerminated": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Plan Recently Terminated."
        },
        "benefitsRagFlagPolicyExpiringSoon": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Policy Expiring Soon."
        },
        "benefitsRagFlagQualifiedAuditOpinion": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Qualified Audit Opinion."
        },
        "benefitsRagFlagRelatedPartyTransactions": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Related Party Transactions."
        },
        "benefitsRagFlagSingleCarrierDependency": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Single Carrier Dependency."
        },
        "benefitsRagFlagSmallPlanLargeAssets": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Small Plan Large Assets."
        },
        "benefitsRagFlagStaleValuation": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Stale Valuation."
        },
        "benefitsRagFlagUnderfundedPension": {
          "type": "boolean",
          "description": "Restrict to prospects flagged for: Underfunded Pension."
        }
      }
    }
  }
}