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Overview

Introduction
Authentication
Errors
External IDs

Endpoints

postCreate a user
postSearch users
getRetrieve a user
patchUpdate a user
patchUpdate user statuses

patchUpdate a user's vault
postValidate a vault data update
postDecrypt data from a user's vault
getCheck presence of data in a user's vault
deleteDelete data from a user's vault
postUpload a large file to a user's vault

postOnboard onto a playbookPreview
getGet an onboardingPreview
postValidate a user's onboarding session
postCreate a manual decision for a userPreview
getList all decisions for a userPreview
getList all onboardings for a user
getGet an onboarding for a user
getList all risk signals for a user and onboarding
getList all users with duplicate attributesPreview
getList the documents for a user

postSet the label for a user
getGet the label for a user
postAdd a tag for a user
getList tags for a user
deleteDelete a tag for a user
postSet the label for a business
getGet the label for a business
postAdd a tag for a business
getList tags for a business
deleteDelete a tag for a business

postCreate a client vaulting token
patchUpdate the vault
postValidate a vault data update
postDecrypt data from the vault
getDownload a file stored in the vault
postUpload a large file to the vault

postCreate a business
getRetrieve a business
patchUpdate a business

patchUpdate a business's vault
postValidate a vault data update
postDecrypt data from a business's vault
getCheck presence of data in a business's vault
deleteDelete data from a business's vault

getList all decisions for a businessPreview
getList all onboardings for a business
getList all risk signals for a businessPreview
getList all risk signals for a business and onboarding
getRetrieve detailed insights for a business onboardingPreview
postLink a business owner
getList all owners of a business
getList the documents for a business
getGet an onboarding for a business

postIssue a request to a preconfigured proxy
postIssue a just-in-time request
postReflect raw decrypted data

getList all risk signalsPreview

postCreate an Alpaca account
postForward CIP information to Alpaca
postExport CIP information for ApexPreview

getGet all bank links and associated user idsPreview
postCreate a bank link from an intentPreview
getGet a list of a user's bank account linksPreview
getGet a specific bank account linkPreview
getGet a user's bank transactionsPreview
getGet transactions for a specific bank linkPreview
getSync transactions for a bank linkPreview
getGet a user's bank accountsPreview
getGet accounts for a specific bank linkPreview
getGet investment transactions for a bank linkPreview
getGet investment holdings for a bank linkPreview
postRefresh bank link dataPreview
postImport a bank linkPreview
postImport transactions for a bank linkPreview
deleteDelete a bank linkPreview
postReset a bank linkPreview

postTrigger a test webhook event

Documentation

Org

Access org-wide configuration.

Endpoints

get/org/risk_signalsList all risk signals

On this page

Org
Endpoints