Rules
Get rules
API Reference
Categories
EndUserDataSourceAccounts
EndUsers
- GETGet EndUser emails
- GETList EndUsers
- PUTUpdate EndUser
- POSTCreate EndUser
- GETList EndUsers with Summary Information
- GETGet EndUser by heron_id or end_user_id
- DELDelete EndUser by heron_id or end_user_id
- GETGet EndUser emails
- GETGet EndUser information
- PATCHPatch EndUser information
- POSTEnrich transactions of EndUser
- GETGet EndUser physical location
- GETRetrieve CRM sync events for an end user
- POSTTrigger a CRM Sync for an End User
EndUserEmails
EndUserEnricherFields
EndUserEntity
- GETGet the definitions for all end user entities
- POSTCreate an end user entity
- PATCHSet the display order of end user entities
- POSTCreate an end user entity attribute
- PATCHSet the display order of end user entity attributes
- DELDelete an EndUserEntityAttribute
- PATCHUpdate an end user entity
- POSTCreate an end user entity attribute
- POSTCreate an end user entity attribute source
- DELDelete an EndUserEntityAttribute
- PATCHUpsert an end user entity
- DELDelete an EndUserEntity
- PATCHUpdate an end user entity
- GETGet the materialised end user entities for an end user
- POSTUpsert the attribute value for an end user entity attribute source
EndUserFiles
- GETAll EndUserFiles
- GETGet recent files by file class
- GETGet file rename rules
- POSTCreate a file rename rule
- GETGet file rename rule variable slugs
- PATCHUpdate a file rename rule
- PATCHUpdate the end user file's class
- GETGet EndUserFile as a base64 string
- POSTTrigger async parsing of an end user file
- PATCHUpdate Parsed Results
- GETGet parsed results from uploaded files
- POSTTrigger file's rename rule
- POSTTrigger splitting a combined end user file into its child files based on its page_classes
- GETGet EndUserFiles
- POSTPost EndUserFile
- GETDownload EndUserFiles
- GETDownload xlsx of parsed results from uploaded files
FileClass
EndUserCalculations
- GETGet EndUser balance
- GETGet EndUser forecasts
- GETGet EndUser statistics
- GETRun industry classification on end user files
- GETGet EndUser anomalies
- GETGet EndUser bank statement summary
- GETGet EndUser metric benchmarks
- GETExport as a spreadsheet
- GETGet EndUser transactions grouped by counterparty or merchant
- GETGet EndUser Heron Score (beta)
- GETGet EndUser merchant summary
- GETGet EndUser named dates
- GETGet EndUser cashflow P&L
- PUTUpdate EndUser P&L layout
- GETGet EndUser recurring transactions report
- GETGet EndUser scorecard
- POSTRequest EndUser scorecard
- GETGet EndUser transaction data coverage
EndUserAttributes
EnrichmentFeedback
EndUserFinancials
EndUserRules
Integrations
- POSTSend a Finicity Connect email to an end user
- POSTTrigger a cashflow report generation for an end user
- POSTTrigger a statement reports generation for an end user
- POSTTrigger a Finicity VOE transactions report generation for an end user
- PUTUpdate an Integration Link
- GETList Integrations
- POSTCreate an integration
- PUTUpdate Integration
- GETGet IntegrationLinks by Integration
- POSTCreate an integration Link
- DEL(Soft-)Delete an integration link
- POSTRefresh an IntegrationLink
EndUserIntegrations
- POSTUpload Inscribe
- GETGet Integration Links
- POSTUpload Ocrolus
- GETGet PDFs
- POSTParse all PDF
- POSTUpload PDF
- POSTUpload Plaid assets
- POSTUpload Plaid transactions
- POSTUpload Yodlee
- PUTUpdate PDF attributes including status
- PATCHSend patch transactions for a pdf statement
- POSTReloads transactions for a pdf
- POSTUnloads transactions for a pdf
ISOApplication
- POSTUpload an ISO application PDF for for an end user
- GETGet EndUser ISO Applications
- POSTUpload an ISO application PDF for automated scrubbing in under 15 seconds
- POSTUpload an ISO application PDF for automated scrubbing in under 15 seconds (base64)
- POSTReprocess a single ISO application
- GETGet the scrubbed results and data validations of an uploaded ISO application by its heron_id (prefixed "iso_")
EndUserAccounts
EnrichedTransactions
Transactions
Merchants
ParsedEndUserSubmission
UserMerchantGroups
Users
Rules
Get rules
Read all available rules
GET
/
api
/
rules
curl --request GET \
--url https://app.herondata.io/api/rules/ \
--header 'x-api-key: <api-key>'
{
"rules": [
{
"condition": "equal",
"created": "2025-03-19T19:15:20.917935",
"date_range": "last_180_days",
"group": "data_quality_datasource",
"heron_id": "rul_F5B9hRf4bWZMHcbaCTZPEa",
"last_updated": "2025-04-30T19:15:20.917981",
"metric_label": "unique_transactions",
"name": "notify_if_debt_investment_count_gt_0_last_180d",
"selector": {
"is_portfolio": true
},
"value": 42.42,
"value_str": "mrc_12345678ijwdd321d921"
}
]
}
Authorizations
Response
200 - application/json
OK
The response is of type object
.
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curl --request GET \
--url https://app.herondata.io/api/rules/ \
--header 'x-api-key: <api-key>'
{
"rules": [
{
"condition": "equal",
"created": "2025-03-19T19:15:20.917935",
"date_range": "last_180_days",
"group": "data_quality_datasource",
"heron_id": "rul_F5B9hRf4bWZMHcbaCTZPEa",
"last_updated": "2025-04-30T19:15:20.917981",
"metric_label": "unique_transactions",
"name": "notify_if_debt_investment_count_gt_0_last_180d",
"selector": {
"is_portfolio": true
},
"value": 42.42,
"value_str": "mrc_12345678ijwdd321d921"
}
]
}