Interactive API

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Document Search API
OAuth 2.0 - Document Search API
SCIM
Staging - Document Search API
Staging OAuth - Document Search API

This API will allow you to search for documents on Compliance.ai

OAuth 2.0 Flow:

Existing Client Credentials:

API Key:

App/Key: Manually provide key information

Shared Secret:

Client ID:

Client Secret:

Client ID:

Client Secret:

Username:

Password:

Client ID:

Client Secret:

Authorization Code:

Access Token:

Username:

Password:

Username:

Binary Security Token:

Username:

Password:

Search

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GET Search Documents /v1/search

This method returns relevant documents based on the query provided. Query will return zero / null results if there are no documents matching the query, or an unaccepted value is used for one of the parameters. When making a request that includes the parameters agency, jurisdiction, and news source, the search will include these as an OR statement and results will include documents that match any of those values. In order to input multiple values into a parameter, please include the parameter and the multiple values into the advanced_search parameter or manually update the request URL to include the multiple values as attribute=1&attribute=2&attribute=3

Parameter	Type	Description
doc_ids	integer	Represents a valid Compliance.ai document id. If other submitted parameters are inlcuded in the request then the results will be based on all the parameters submitted. An invalid doc_ids input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'
doc_id	integer	Represents a valid Compliance.ai document id. This doc_id attribute is replaced by doc_ids and will be phased out. If other submitted parameters are inlcuded in the request then the results will be based on all the parameters submitted. An invalid doc_id input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'
resource_id	string	Represents a valid Compliance.ai document resource id. If provided, and doc_id is not provided, all other submitted parameters will be ignored and the call will return one document based on the specified resource id. An invalid resource_id input will return an error, and acceptable input data currently is made of alpha numeric characters. Example Resource ID: '35 CFR' should return a document with the title: 'Title 35-Panama Canal'
more_like_doc_id	integer	Returns three documents similiar to the provided doc_id. An invalid doc_id input will return null, and acceptable input data currently ranges from 1-7 digits.
get_count_only	bool	Returns only the number of documents found in the search, shown as 'count' in the response body. Use 'true' to show the number of documents, otherwise leave blank.
query	string	Allows a random bag of words search with boolean search terms. By default, the call returns latest documents for query term. Example query with search operators: ('consumer protection' OR 'data protection') AND 'financial institution'
advanced_search	string	Allows to build a query with advanced search operators that require the correct sequence of attributes, comparators, and values. The Advanced Search parameter can be used by itself, or combined with other parameters. More info on this feature can be found here, under the Advanced Search section.
topic_id	integer	Returns documents based on an available topic. List of topics and the associated topic_id can be found here.
topic_threshold_key	query	Returns documents based on the selected threshold for topics. Thresholds available are low, medium, and high.
regulation_id	integer	Returns documents based on a specific regulation. List of regulations and the associated reg_id can be found here.
agency_id	integer	Limit the query to documents from a specific agency. A list of agencies and the associated agency_id can be retrieved from the 'Agencies' query below or can be found here.
skip_agency	integer	Skips documents published by a specific agency. A list of agencies and the associated agency_id can be retrieved from the 'Agencies' query below or can be found here
all_agencies	bool	Return documents for all agencies in compliance.ai. Use 'true' if a specific agency is not selected
cai_category	integer	Filter based on a type of document. List of categories and the associated cai_category_id can be found using the Document Type API endpoint.
category	string	Filter based on a type of document. List of categories and the associated category_id can be found here. Please note that the values are case-sensitive.
skip_category	string	Skips documents under a specific category. List of categories and the associated category_id can be found here. Please note that the values are case-sensitive.
bank_id	integer	Returns documents associated with a bank_id. A list of banks and the associated bank_id can be found here.
citation_id	integer	Returns documents associated with a citation_id
docket_id	integer	Returns documents in a docket
act_id	integer	Returns documents based on a query for an act_id. A list of popular acts and the associated act_id can be found here.
jurisdiction	integer	Returns documents published by a jurisdiction. A list of jurisdictions and the associated jurisdiction_id can be found here.
news_source_id	integer	Returns documents published by a specific news source. A list of news sources and the associated news_source_id can be found here.
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
publication_date	string	Optional filter for date. Get only documents for your query that were published on a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
published_from	string	Optional filter for date. Get only documents for your query that were published from a specific date forward. Can be used with 'published_to' to provide a date range. Please use format MM/DD/YYYY.
published_to	string	Optional filter for date. Get only documents for your query that were published up until a specific date. Can be used with 'published_from' to provide a date range. Please use format MM/DD/YYYY.
key_date_from	string	Returns documents that have a comments_close_from OR compliance_from date from a specific date forward. Can be used with 'key_date_to' to provide a range. Please use format MM/DD/YYYY.
key_date_to	string	Returns documents that have a comments_close_to or a compliance_to date up until a specific date. Can be used with 'key_date_from' to provide a range. Please use format MM/DD/YYYY.
comments_close_date	string	Returns documents that have a comments close date from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
comments_close_from	string	Returns documents that have a comments close date from a specific date forward. Can be used with 'comments_close_to' to provide a range. Please use format MM/DD/YYYY.
comments_close_to	string	Returns documents that have a comments close date up until a specific date. Can be used with 'comments_close_from' to provide a range. Please use format MM/DD/YYYY.
compliance_date	string	Returns documents that were effective from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
compliance_from	string	Returns documents that were effective from a specific date forward. Can be used with 'compliance_to' to provide a range. Please use format MM/DD/YYYY.
compliance_to	string	Returns documents that were effective up until a specific date. Can be used with 'compliance_from' to provide a range. Please use format MM/DD/YYYY.
created_date	string	Returns documents that were created in the system from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
created_from	string	Returns documents that were created in the system from a specific date forward. Can be used with 'created_to' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS
created_to	string	Returns documents that were created in the system up until a specific date. Can be used with 'created_from' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS. If no time value is provided, then the request will assume 00:00:00:00
updated_date	string	Returns documents that were updated in the system from a specific date. Please use format MM/DD/YYYY for absolute date. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
updated_from	string	Returns documents that were updated in the system from a specific date forward. Can be used with 'updated_to' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS
updated_to	string	Returns documents that were updated in the system up until a specific date. Can be used with 'updated_from' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS. If no time value is provided, then the request will assume 00:00:00:00
has_individual_respondent	bool	Returns enforcement documents that have an individual respondent. Will return null if there are no documents with individual respondents that exactly match the input.
has_entity_respondent	bool	Returns enforcement documents that have an entity respondent. Will return null if there are no documents with entity respondents that exactly match the input.
monetary_penalty	integer	Returns only documents that have this monetary penalty. Will return null if there are no documents with a monetary penalty that exactly match the input. Any numerical and decimal value is acceptable without the use of special characters such as commas.
monetary_penalty_min	integer	Returns only documents that have a monetary greater than monetary_penalty_min. Can be used with 'monetary_penalty_max' to provide a penatly range. Any numerical and decimal value is acceptable without the use of special characters such as commas.
monetary_penalty_max	integer	Returns only documents that have a monetary less than monetary_penalty_max. Can be used with 'monetary_penalty_min' to provide a penatly range. Any numerical and decimal value is acceptable without the use of special characters such as commas.
min_score	integer	Returns documents that have a search relevance score above the input. Use a value between 1-100; a number closer to 100 will return more relevant results with fewer documents. Please note that there can be a result of 0 documents if the relevant score is too high.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents. Offset is limited to 9,999 and we recommend refining the search criteria when result count is >10K.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
sort	string	Sort documents by 'category', 'id' or 'publication_date'. A secondary sort value can also be added, for example - 'publication_date,category'. Any other input value will return an error.
limit	integer	Limit the number of documents returned.
exclusive_fields	string	The returned document JSON will contain only the attribute and sub attributes specified by exclusive_fields. For example - exclusive_fields=attribute_1&exclusive_fields=attribute_2.sub_attribute_1&....&exclusive_fields=field_N. Please note that multiple inputs does not pass through this Interactive API but works as intended when making a request directly.
folder_id	integer	Only returns documents that are under the specified user-created folder id.
task_owner	string	Returns documents that have workflow tasks associated with the 'current_user' or 'organization'. Any other input value will return an error.
title	string	Returns documents published with the provided search terms in the title.
text	string	Returns documents published with the provided search terms in the full_text of the document.
formatted_full_text	bool	Returns an cleanly formatted full_text attrribute for documents that have sentences available. Use 'true' to show documents with formatted_full_text, otherwise leave blank.
has_obligations	bool	Returns documents that have obligations available. Use 'true' to show documents with obligations, otherwise leave blank. Note - ignore has_obligation field in the results as it is not currently used, and instead we use obligation_probability to determine if a document has obligations
has_sentences	bool	Returns documents that have their text split into separate sentences. Use 'true' to show documents with sentences, otherwise leave blank.

POST Search Documents POST v1/search_post

This method returns relevant documents based on the query provided. Query will return zero / null results if there are no documents matching the query, or an unaccepted value is used for one of the parameters. When making a request that includes the parameters agency, jurisdiction, and news source, the search will include these as an OR statement and results will include documents that match any of those values. In order to input multiple values into a parameter, please include comma separated values for the parameter.

Request Body
{ "advanced_search": "(agency = CYM-CIMA AND cai_category IN [1071, 1238])", "sort": "publication_date", "limit": "10" }
{ "advanced_search": "(agency = CYM-CIMA AND cai_category IN [1071, 1238])", "sort": "publication_date", "limit": "10" }

GET Pre-Filtered Content /v1/pre_filtered_content

This method returns content based on the alerts configured in the Compliance.ai application. User can only access this content if their organization has been set up with a Service Connector.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

GET Agencies /v1/agencies

This method returns the most up-to-date list of agencies.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai agency id. An invalid agency id input will return an error, and acceptable input data currently ranges from 1-9 digits. Example Agency ID: 573 - 'CFPB'
sort	string	Sort agencies by 'id'. Any other input value will not affect the search results.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Jurisdictions /v1/jurisdictions

This method returns the most up-to-date list of jurisdictions.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
active	bool	If set to true, results will only return jurisdictions that are active in Comlpiance.ai.
id	integer	Represents a valid Compliance.ai jurisdiction id. An invalid jurisdiction id input will return an error, and acceptable input data currently ranges from 1-4 digits. Example Jurisdiction ID: 6 - 'US-CA, California'
sort	string	Sort jurisdictions by 'id'. Any other input value will not affect the search results.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Topics /v1/topics

This method returns the most up-to-date list of topics.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
active_streaming	bool	If set to true, results will only return jurisdictions that are active in Comlpiance.ai.
id	integer	Represents a valid Compliance.ai topic id. An invalid topic id input will return an error, and acceptable input data currently ranges from 1-2 digits. Example Topic ID: 11 - 'Securities'
sort	string	Sort topics by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Document Types /v1/document_type

This method returns the most up-to-date list of document types. You can use these in the 'category' parameter in the Search API. The Search API accepts values from the list in section 'scrap_category_dic' of the results.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
query	string	Allows a random bag of words search with boolean search terms and does a relevancy search against Cateogry and Metacategory name and description
cai_category_id	integer	Represents a valid Compliance.ai document category. An invalid document category input will return an error.
cai_metacategory_id	integer	Represents a valid Compliance.ai document metacategory. An invalid document metacategory input will return an error.

GET Regulations /v1/regulations

This method returns the most up-to-date list of regulations.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai regulation id. An invalid regulation id input will return an error, and acceptable input data currently has 1-3 digits. Example Regulation ID: 120 - 'Basel III'
sort	string	Sort jurisdictions by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Acts /v1/acts

This method returns the most up-to-date list of acts. To get the full list of Acts, use limit and offset to paginate results over multiple queries. ie. limit=100 & offset=500 => return businesses 500-599

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai act id. An invalid act id input will return an error, and acceptable input data currently ranges from 1-5 digits. Example Jurisdiction ID: 769 - 'Bank Secrecy Act'
date	string	Returns acts based on date. Format the input value as such - 'YYYY-MM-DDT00:00:00', please keep include the 'T00:00:00' at the end of the date without any space. Example input: '1970-10-26T00:00:00'
sort	string	Sort acts by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
limit	integer	Limit the number of documents returned. Default = 1000. Max value = 1000.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents.

POST Diffing /v1/diff_documents

Compare two documents by inputting two document IDs. doc_id_v1 & doc_id_v2 represents a valid Compliance.ai document id. An invalid doc_id input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

Request Body

GET Suggestion /v1/suggestion

This returns auto-suggest results based on text input.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
query		string	Type any term to get back auto-suggest results. Can return 0 results.

GET Get PDF /v1/pdf

This returns a PDF file for the document requested. Please note that PDF files are not available for 'Mainstream News' document categories and also not for documents that are protected by copyright by the publishing source.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
doc_id		integer	Returns a PDF document based on a valid Document ID provided.

Search

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GET Search Documents v1/searchoauth

Parameter	Type	Description
doc_ids	integer	Represents a valid Compliance.ai document id. If other submitted parameters are inlcuded in the request then the results will be based on all the parameters submitted. An invalid doc_ids input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'
doc_id	integer	Represents a valid Compliance.ai document id. This doc_id attribute is replaced by doc_ids and will be phased out. If other submitted parameters are inlcuded in the request then the results will be based on all the parameters submitted. An invalid doc_id input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'
resource_id	string	Represents a valid Compliance.ai document resource id. If provided, and doc_id is not provided, all other submitted parameters will be ignored and the call will return one document based on the specified resource id. An invalid resource_id input will return an error, and acceptable input data currently is made of alpha numeric characters. Example Resource ID: '35 CFR' should return a document with the title: 'Title 35-Panama Canal'
more_like_doc_id	integer	Returns three documents similiar to the provided doc_id. An invalid doc_id input will return null, and acceptable input data currently ranges from 1-7 digits.
get_count_only	bool	Returns only the number of documents found in the search, shown as 'count' in the response body. Use 'true' to show the number of documents, otherwise leave blank.
query	string	Allows a random bag of words search with boolean search terms. By default, the call returns latest documents for query term. Example query with search operators: ('consumer protection' OR 'data protection') AND 'financial institution'
advanced_search	string	Allows to build a query with advanced search operators that require the correct sequence of attributes, comparators, and values. The Advanced Search parameter can be used by itself, or combined with other parameters. More info on this feature can be found here, under the Advanced Search section.
topic_id	integer	Returns documents based on an available topic. List of topics and the associated topic_id can be found here.
topic_threshold_key	query	Returns documents based on the selected threshold for topics. Thresholds available are low, medium, and high.
concept_id	integer	Returns documents based on an available concept. List of concepts and the associated concept_id can be found here.
regulation_id	integer	Returns documents based on a specific regulation. List of regulations and the associated reg_id can be found here.
agency_id	integer	Limit the query to documents from a specific agency. A list of agencies and the associated agency_id can be retrieved from the 'Agencies' query below or can be found here.
skip_agency	integer	Skips documents published by a specific agency. A list of agencies and the associated agency_id can be retrieved from the 'Agencies' query below or can be found here
all_agencies	bool	Return documents for all agencies in compliance.ai. Use 'true' if a specific agency is not selected
cai_category	integer	Filter based on a type of document. List of categories and the associated cai_category_id can be found using the Document Type API endpoint.
category	string	Filter based on a type of document. List of categories and the associated category_id can be found here. Please note that the values are case-sensitive.
skip_category	string	Skips documents under a specific category. List of categories and the associated category_id can be found here. Please note that the values are case-sensitive.
bank_id	integer	Returns documents associated with a bank_id. A list of banks and the associated bank_id can be found here.
citation_id	integer	Returns documents associated with a citation_id
docket_id	integer	Returns documents in a docket
act_id	integer	Returns documents based on a query for an act_id. A list of popular acts and the associated act_id can be found here.
jurisdiction	integer	Returns documents published by a jurisdiction. A list of jurisdictions and the associated jurisdiction_id can be found here.
news_source_id	integer	Returns documents published by a specific news source. A list of news sources and the associated news_source_id can be found here.
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
publication_date	string	Optional filter for date. Get only documents for your query that were published on a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
published_from	string	Optional filter for date. Get only documents for your query that were published from a specific date forward. Can be used with 'published_to' to provide a date range. Please use format MM/DD/YYYY.
published_to	string	Optional filter for date. Get only documents for your query that were published up until a specific date. Can be used with 'published_from' to provide a date range. Please use format MM/DD/YYYY.
key_date_from	string	Returns documents that have a comments_close_from OR compliance_from date from a specific date forward. Can be used with 'key_date_to' to provide a range. Please use format MM/DD/YYYY.
key_date_to	string	Returns documents that have a comments_close_to or a compliance_to date up until a specific date. Can be used with 'key_date_from' to provide a range. Please use format MM/DD/YYYY.
comments_close_date	string	Returns documents that have a comments close date from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
comments_close_from	string	Returns documents that have a comments close date from a specific date forward. Can be used with 'comments_close_to' to provide a range. Please use format MM/DD/YYYY.
comments_close_to	string	Returns documents that have a comments close date up until a specific date. Can be used with 'comments_close_from' to provide a range. Please use format MM/DD/YYYY.
compliance_date	string	Returns documents that were effective from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
compliance_from	string	Returns documents that were effective from a specific date forward. Can be used with 'compliance_to' to provide a range. Please use format MM/DD/YYYY.
compliance_to	string	Returns documents that were effective up until a specific date. Can be used with 'compliance_from' to provide a range. Please use format MM/DD/YYYY.
created_date	string	Returns documents that were created in the system from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
created_from	string	Returns documents that were created in the system from a specific date forward. Can be used with 'created_to' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS
created_to	string	Returns documents that were created in the system up until a specific date. Can be used with 'created_from' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS. If no time value is provided, then the request will assume 00:00:00:00
updated_date	string	Returns documents that were updated in the system from a specific date. Please use format MM/DD/YYYY for absolute date. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
updated_from	string	Returns documents that were updated in the system from a specific date forward. Can be used with 'updated_to' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS
updated_to	string	Returns documents that were updated in the system up until a specific date. Can be used with 'updated_from' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS. If no time value is provided, then the request will assume 00:00:00:00
monetary_penalty	integer	Returns only documents that have this monetary penalty. Will return null if there are no documents with a monetary penalty that exactly match the input. Any numerical and decimal value is acceptable without the use of special characters such as commas.
monetary_penalty_min	integer	Returns only documents that have a monetary greater than monetary_penalty_min. Can be used with 'monetary_penalty_max' to provide a penatly range. Any numerical and decimal value is acceptable without the use of special characters such as commas.
monetary_penalty_max	integer	Returns only documents that have a monetary less than monetary_penalty_max. Can be used with 'monetary_penalty_min' to provide a penatly range. Any numerical and decimal value is acceptable without the use of special characters such as commas.
min_score	integer	Returns documents that have a search relevance score above the input. Use a value between 1-100; a number closer to 100 will return more relevant results with fewer documents. Please note that there can be a result of 0 documents if the relevant score is too high.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents. Offset is limited to 9,999 and we recommend refining the search criteria when result count is >10K.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
sort	string	Sort documents by 'category', 'id' or 'publication_date'. A secondary sort value can also be added, for example - 'publication_date,category'. Any other input value will return an error.
limit	integer	Limit the number of documents returned.
exclusive_fields	string	The returned document JSON will contain only the attribute and sub attributes specified by exclusive_fields. For example - exclusive_fields=attribute_1&exclusive_fields=attribute_2.sub_attribute_1&....&exclusive_fields=field_N. Please note that multiple inputs does not pass through this Interactive API but works as intended when making a request directly.
folder_id	integer	Only returns documents that are under the specified user-created folder id.
task_owner	string	Returns documents that have workflow tasks associated with the 'current_user' or 'organization'. Any other input value will return an error.
title	string	Returns documents published with the provided search terms in the title.
text	string	Returns documents published with the provided search terms in the full_text of the document.
formatted_full_text	bool	Returns an cleanly formatted full_text attrribute for documents that have sentences available. Use 'true' to show documents with formatted_full_text, otherwise leave blank.
has_obligations	bool	Returns documents that have obligations available. Use 'true' to show documents with obligations, otherwise leave blank. Note - ignore has_obligation field in the results as it is not currently used, and instead we use obligation_probability to determine if a document has obligations
has_sentences	bool	Returns documents that have their text split into separate sentences. Use 'true' to show documents with sentences, otherwise leave blank.

POST Search Documents POST v1/searchoauth_post

This method returns relevant documents based on the query provided. Query will return zero / null results if there are no documents matching the query, or an unaccepted value is used for one of the parameters. When making a request that includes the parameters agency, jurisdiction, and news source, the search will include these as an OR statement and results will include documents that match any of those values. In order to input multiple values into a parameter, please include comma separated values for the parameter.

Request Body
{ "advanced_search": "(agency = CYM-CIMA AND cai_category IN [1071, 1238])", "sort": "publication_date", "limit": "10" }
{ "advanced_search": "(agency = CYM-CIMA AND cai_category IN [1071, 1238])", "sort": "publication_date", "limit": "10" }

GET Pre-Filtered Content /v1/pre_filtered_content_oauth

This method returns content based on the alerts configured in the Compliance.ai application. User can only access this content if their organization has been set up with a Service Connector.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

GET Agencies /v1/agencies_oauth

This method returns the most up-to-date list of agencies.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai agency id. An invalid agency id input will return an error, and acceptable input data currently ranges from 1-9 digits. Example Agency ID: 573 - 'CFPB'
sort	string	Sort agencies by 'id'. Any other input value will not affect the search results.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET News Sources & Premium Content Providers /v1/news_sources_premium_providers

This method returns the most up-to-date list of news sources and premium content providers. Note that premium content providers are treated as news sources.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
sort_by	string	Sort results by 'id'. Any other input value will not affect the search results.
sort_order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
is_premium_content_provider	string	Returns results based on whether the news source is also a premium content provider or not. Use 'true', 'false', or leave blank.

GET Jurisdictions /v1/jurisdictions_oauth

This method returns the most up-to-date list of jurisdictions.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
active	bool	If set to true, results will only return jurisdictions that are active in Comlpiance.ai.
id	integer	Represents a valid Compliance.ai jurisdiction id. An invalid jurisdiction id input will return an error, and acceptable input data currently ranges from 1-4 digits. Example Jurisdiction ID: 6 - 'US-CA, California'
sort	string	Sort jurisdictions by 'id'. Any other input value will not affect the search results.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Topics /v1/topics_oauth

This method returns the most up-to-date list of topics.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
active_streaming	bool	If set to true, results will only return jurisdictions that are active in Comlpiance.ai.
id	integer	Represents a valid Compliance.ai topic id. An invalid topic id input will return an error, and acceptable input data currently ranges from 1-2 digits. Example Topic ID: 11 - 'Securities'
sort	string	Sort topics by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Document Types /v1/document_type_oauth

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
query	string	Allows a random bag of words search with boolean search terms and does a relevancy search against Cateogry and Metacategory name and description
cai_category_id	integer	Represents a valid Compliance.ai document category. An invalid document category input will return an error.
cai_metacategory_id	integer	Represents a valid Compliance.ai document metacategory. An invalid document metacategory input will return an error.

GET Regulations /v1/regulations_oauth

This method returns the most up-to-date list of regulations.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai regulation id. An invalid regulation id input will return an error, and acceptable input data currently has 1-3 digits. Example Regulation ID: 120 - 'Basel III'
sort	string	Sort jurisdictions by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Acts /v1/acts_oauth

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai act id. An invalid act id input will return an error, and acceptable input data currently ranges from 1-5 digits. Example Jurisdiction ID: 769 - 'Bank Secrecy Act'
date	string	Returns acts based on date. Format the input value as such - 'YYYY-MM-DDT00:00:00', please keep include the 'T00:00:00' at the end of the date without any space. Example input: '1970-10-26T00:00:00'
sort	string	Sort acts by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
limit	integer	Limit the number of documents returned. Default = 1000. Max value = 1000.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents.

POST Diffing /v1/diff_documents_oauth

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

Request Body

GET Tasks /v2/tasks_oauth

COMING SOON - This method returns the most up-to-date tasks for an assignee.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

POST Tasks - Old /v1/tasks_oauth

This method returns the most up-to-date tasks for an assignee.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

POST Update Task /v2/update_task_oauth

This method updates the status of a task.

Parameter	Type	Description
Content-Type	string	Content-Type Request Header
task_id	integer	Specifies a task whose status should be updated.
task_status	string	Specifies the new status of the task.

POST Update Task - Old /v1/update_task_oauth

This method updates the status of a task.

Parameter	Type	Description
Content-Type	string	Content-Type Request Header
task_id	integer	Specifies a task whose status should be updated.
task_status	string	Specifies the new status of the task.

GET Suggestion /v1/suggestion_oauth

This returns auto-suggest results based on text input.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
query		string	Type any term to get back auto-suggest results. Can return 0 results.

GET Get PDF /v1/pdf_oauth

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
doc_id		integer	Returns a PDF document based on a valid Document ID provided.

SCIM Endpoints

List Methods

Expand Methods

GET SCIM Users - GET /scim/Users

This method returns a set of Users that are a part of your Organization, along with the attributes for each.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

GET SCIM Users by ID - GET /scim/Users/:user_id

This method returns the attributes of a specific User from your Organization.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header
:user_id		integer	Returns attributes based on a valid User ID provided

PUT SCIM Users - PUT /scim/Users/:user_id

This method allows you to modify specific attribuets of a User from your Organization. Currently, only roles, externalID, and enabled are the only attributes that can be modified.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header
:user_id		integer	Provide a valid User ID.

Request Body

POST SCIM Users - POST /scim/Users

This method allows you to create/provision a new user with the required attributes included in the request. Please make sure to use an email for the UserName value so the new user can use that email to login to pro.compliance.ai using the Corporate Login.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

Request Body

GET SCIM ResourceTypes /scim/ResourceTypes

This method returns information about what Resources we support and where those Resources are located. Currently, only one ResourceType is supported - User.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

GET SCIM ResourceTypes by Type /scim/ResourceTypes/:resource_type

This method returns information about a specific Resources we support and where it is located. Currently, only one ResourceType is supported - User.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header
:resource_type		integer	Returns information based on a valid Resource Type provided

GET SCIM Schemas /scim/schemas

This method returns information about all the attributes supported by each resource.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

GET SCIM Schemas by Type /scim/schemas/:schema_type

This method returns information about all the attributes supported by a specific resource.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header
:schema_type		integer	Returns information based on a valid Schema Type provided

GET SCIM ServiceProviderConfigs /scim/ServiceProviderConfigs

This method returns information about what type of operations we support, as well as information on where to find our documentation.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

Search

List Methods

Expand Methods

GET Search Documents v1/search_staging_non_oauth

Parameter	Type	Description
doc_ids	integer	Represents a valid Compliance.ai document id. If other submitted parameters are inlcuded in the request then the results will be based on all the parameters submitted. An invalid doc_ids input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'
doc_id	integer	Represents a valid Compliance.ai document id. This doc_id attribute is replaced by doc_ids and will be phased out. If other submitted parameters are inlcuded in the request then the results will be based on all the parameters submitted. An invalid doc_id input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'
resource_id	string	Represents a valid Compliance.ai document resource id. If provided, and doc_id is not provided, all other submitted parameters will be ignored and the call will return one document based on the specified resource id. An invalid resource_id input will return an error, and acceptable input data currently is made of alpha numeric characters. Example Resource ID: '35 CFR' should return a document with the title: 'Title 35-Panama Canal'
more_like_doc_id	integer	Returns three documents similiar to the provided doc_id. An invalid doc_id input will return null, and acceptable input data currently ranges from 1-7 digits.
get_count_only	bool	Returns only the number of documents found in the search, shown as 'count' in the response body. Use 'true' to show the number of documents, otherwise leave blank.
query	string	Allows a random bag of words search with boolean search terms. By default, the call returns latest documents for query term. Example query with search operators: ('consumer protection' OR 'data protection') AND 'financial institution'
advanced_search	string	Allows to build a query with advanced search operators that require the correct sequence of attributes, comparators, and values. The Advanced Search parameter can be used by itself, or combined with other parameters. More info on this feature can be found here, under the Advanced Search section.
topic_id	integer	Returns documents based on an available topic. List of topics and the associated topic_id can be found here.
topic_threshold_key	query	Returns documents based on the selected threshold for topics. Thresholds available are low, medium, and high.
regulation_id	integer	Returns documents based on a specific regulation. List of regulations and the associated reg_id can be found here.
agency_id	integer	Limit the query to documents from a specific agency. A list of agencies and the associated agency_id can be retrieved from the 'Agencies' query below or can be found here.
skip_agency	integer	Skips documents published by a specific agency. A list of agencies and the associated agency_id can be retrieved from the 'Agencies' query below or can be found here
all_agencies	bool	Return documents for all agencies in compliance.ai. Use 'true' if a specific agency is not selected
category	string	Legacy attribute replaced by cai_category. Filter based on a type of document. List of categories can be found here. Please note that the values are case-sensitive.
cai_category	integer	Filter based on a type of document. List of categories and the associated cai_category_id can be found using the Document Type API endpoint.
cai_metacategories	integer	Filter based on a metacategory of document.
skip_category	string	Skips documents under a specific category. List of categories can be found here. Please note that the values are case-sensitive.
bank_id	integer	Returns documents associated with a bank_id. A list of banks and the associated bank_id can be found here.
citation_id	integer	Returns documents associated with a citation_id
docket_id	integer	Returns documents in a docket
act_id	integer	Returns documents based on a query for an act_id. A list of popular acts and the associated act_id can be found here.
jurisdiction	integer	Returns documents published by a jurisdiction. A list of jurisdictions and the associated jurisdiction_id can be found here.
news_source_id	integer	Returns documents published by a specific news source. A list of news sources and the associated news_source_id can be found here.
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
publication_date	string	Optional filter for date. Get only documents for your query that were published on a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
published_from	string	Optional filter for date. Get only documents for your query that were published from a specific date forward. Can be used with 'published_to' to provide a date range. Please use format MM/DD/YYYY.
published_to	string	Optional filter for date. Get only documents for your query that were published up until a specific date. Can be used with 'published_from' to provide a date range. Please use format MM/DD/YYYY.
key_date_from	string	Returns documents that have a comments_close_from OR compliance_from date from a specific date forward. Can be used with 'key_date_to' to provide a range. Please use format MM/DD/YYYY.
key_date_to	string	Returns documents that have a comments_close_to or a compliance_to date up until a specific date. Can be used with 'key_date_from' to provide a range. Please use format MM/DD/YYYY.
comments_close_date	string	Returns documents that have a comments close date from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
comments_close_from	string	Returns documents that have a comments close date from a specific date forward. Can be used with 'comments_close_to' to provide a range. Please use format MM/DD/YYYY.
comments_close_to	string	Returns documents that have a comments close date up until a specific date. Can be used with 'comments_close_from' to provide a range. Please use format MM/DD/YYYY.
compliance_date	string	Returns documents that were effective from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
compliance_from	string	Returns documents that were effective from a specific date forward. Can be used with 'compliance_to' to provide a range. Please use format MM/DD/YYYY.
compliance_to	string	Returns documents that were effective up until a specific date. Can be used with 'compliance_from' to provide a range. Please use format MM/DD/YYYY.
created_date	string	Returns documents that were created in the system from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
created_from	string	Returns documents that were created in the system from a specific date forward. Can be used with 'created_to' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS
created_to	string	Returns documents that were created in the system up until a specific date. Can be used with 'created_from' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS. If no time value is provided, then the request will assume 00:00:00:00
updated_date	string	Returns documents that were updated in the system from a specific date. Please use format MM/DD/YYYY for absolute date. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
updated_from	string	Returns documents that were updated in the system from a specific date forward. Can be used with 'updated_to' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS
updated_to	string	Returns documents that were updated in the system up until a specific date. Can be used with 'updated_from' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS. If no time value is provided, then the request will assume 00:00:00:00
monetary_penalty	integer	Returns only documents that have this monetary penalty. Will return null if there are no documents with a monetary penalty that exactly match the input. Any numerical and decimal value is acceptable without the use of special characters such as commas.
monetary_penalty_min	integer	Returns only documents that have a monetary greater than monetary_penalty_min. Can be used with 'monetary_penalty_max' to provide a penatly range. Any numerical and decimal value is acceptable without the use of special characters such as commas.
monetary_penalty_max	integer	Returns only documents that have a monetary less than monetary_penalty_max. Can be used with 'monetary_penalty_min' to provide a penatly range. Any numerical and decimal value is acceptable without the use of special characters such as commas.
min_score	integer	Returns documents that have a search relevance score above the input. Use a value between 1-100; a number closer to 100 will return more relevant results with fewer documents. Please note that there can be a result of 0 documents if the relevant score is too high.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents. Offset is limited to 9,999 and we recommend refining the search criteria when result count is >10K.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
sort	string	Sort documents by 'category', 'id' or 'publication_date'. A secondary sort value can also be added, for example - 'publication_date,category'. Any other input value will return an error.
limit	integer	Limit the number of documents returned.
exclusive_fields	string	The returned document JSON will contain only the attribute and sub attributes specified by exclusive_fields. For example - exclusive_fields=attribute_1&exclusive_fields=attribute_2.sub_attribute_1&....&exclusive_fields=field_N. Please note that multiple inputs does not pass through this Interactive API but works as intended when making a request directly.
folder_id	integer	Only returns documents that are under the specified user-created folder id.
task_owner	string	Returns documents that have workflow tasks associated with the 'current_user' or 'organization'. Any other input value will return an error.
title	string	Returns documents published with the provided search terms in the title.
text	string	Returns documents published with the provided search terms in the full_text of the document.
formatted_full_text	bool	Returns an cleanly formatted full_text attrribute for documents that have sentences available. Use 'true' to show documents with formatted_full_text, otherwise leave blank.
has_obligations	bool	Returns documents that have obligations available. Use 'true' to show documents with obligations, otherwise leave blank. Note - ignore has_obligation field in the results as it is not currently used, and instead we use obligation_probability to determine if a document has obligations
has_sentences	bool	Returns documents that have their text split into separate sentences. Use 'true' to show documents with sentences, otherwise leave blank.

POST Search Documents POST v1/search_staging_post_non_oauth

This method returns relevant documents based on the query provided. Query will return zero / null results if there are no documents matching the query, or an unaccepted value is used for one of the parameters. When making a request that includes the parameters agency, jurisdiction, and news source, the search will include these as an OR statement and results will include documents that match any of those values. In order to input multiple values into a parameter, please include comma separated values for the parameter.

Request Body
{ "advanced_search": "(agency = CYM-CIMA AND cai_category IN [1071, 1238])", "sort": "publication_date", "limit": "10" }
{ "advanced_search": "(agency = CYM-CIMA AND cai_category IN [1071, 1238])", "sort": "publication_date", "limit": "10" }

GET Pre-Filtered Content /v1/pre_filtered_content_staging

This method returns content based on the alerts configured in the Compliance.ai application. User can only access this content if their organization has been set up with a Service Connector.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

GET Agencies /v1/agencies_staging

This method returns the most up-to-date list of agencies.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai agency id. An invalid agency id input will return an error, and acceptable input data currently ranges from 1-9 digits. Example Agency ID: 573 - 'CFPB'
sort	string	Sort agencies by 'id'. Any other input value will not affect the search results.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Tasks /v2/tasks_staging_non_oauth

This method returns the most up-to-date tasks for an assignee.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

POST Tasks - Old /v1/tasks_staging_non_oauth

This method returns the most up-to-date tasks for an assignee.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

POST Task by Status v1/doc_tasks_by_status_staging_non_oauth

This method updates the status of a task.

Parameter	Type	Description
Content-Type	string	Content-Type Request Header
assignee_id	integer	Specifies the assignee whose status should be shown.
workflow_id	string	Specifies the worflow the task belongs to.
sort	string	Sort acts by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
limit	integer	Limit the number of documents returned. Default = 1000. Max value = 1000.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents.

Request Body

POST Update Task /v1/update_task_staging_non_oauth

This method updates the status of a task.

Parameter	Type	Description
Content-Type	string	Content-Type Request Header
task_id	integer	Specifies a task whose status should be updated.
task_status	string	Specifies the new status of the task.

GET Note v1/note_staging_non_oauth/:doc_id

This method provides the user related actions made on a document.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header
:doc_id		integer	Specifies the document. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'

Search

List Methods

Expand Methods

GET Search Documents v1/search_staging

Parameter	Type	Description
doc_ids	integer	Represents a valid Compliance.ai document id. If other submitted parameters are inlcuded in the request then the results will be based on all the parameters submitted. An invalid doc_ids input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'
doc_id	integer	Represents a valid Compliance.ai document id. This doc_id attribute is replaced by doc_ids and will be phased out. If other submitted parameters are inlcuded in the request then the results will be based on all the parameters submitted. An invalid doc_id input will return an error, and acceptable input data currently ranges from 1-7 digits. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'
resource_id	string	Represents a valid Compliance.ai document resource id. If provided, and doc_id is not provided, all other submitted parameters will be ignored and the call will return one document based on the specified resource id. An invalid resource_id input will return an error, and acceptable input data currently is made of alpha numeric characters. Example Resource ID: '35 CFR' should return a document with the title: 'Title 35-Panama Canal'
more_like_doc_id	integer	Returns three documents similiar to the provided doc_id. An invalid doc_id input will return null, and acceptable input data currently ranges from 1-7 digits.
get_count_only	bool	Returns only the number of documents found in the search, shown as 'count' in the response body. Use 'true' to show the number of documents, otherwise leave blank.
query	string	Allows a random bag of words search with boolean search terms. By default, the call returns latest documents for query term. Example query with search operators: ('consumer protection' OR 'data protection') AND 'financial institution'
advanced_search	string	Allows to build a query with advanced search operators that require the correct sequence of attributes, comparators, and values. The Advanced Search parameter can be used by itself, or combined with other parameters. More info on this feature can be found here, under the Advanced Search section.
topic_id	integer	Returns documents based on an available topic. List of topics and the associated topic_id can be found here.
topic_threshold_key	query	Returns documents based on the selected threshold for topics. Thresholds available are low, medium, and high.
concept_id	integer	Returns documents based on an available concept. List of concepts and the associated concept_id can be found here.
regulation_id	integer	Returns documents based on a specific regulation. List of regulations and the associated reg_id can be found here.
agency_id	integer	Limit the query to documents from a specific agency. A list of agencies and the associated agency_id can be retrieved from the 'Agencies' query below or can be found here.
skip_agency	integer	Skips documents published by a specific agency. A list of agencies and the associated agency_id can be retrieved from the 'Agencies' query below or can be found here
all_agencies	bool	Return documents for all agencies in compliance.ai. Use 'true' if a specific agency is not selected
category	string	Legacy attribute replaced by cai_category. Filter based on a type of document. List of categories can be found here. Please note that the values are case-sensitive.
cai_category	integer	Filter based on a type of document. List of categories and the associated cai_category_id can be found using the Document Type API endpoint.
cai_metacategories	integer	Filter based on a metacategory of document.
skip_category	string	Skips documents under a specific category. List of categories can be found here. Please note that the values are case-sensitive.
bank_id	integer	Returns documents associated with a bank_id. A list of banks and the associated bank_id can be found here.
citation_id	integer	Returns documents associated with a citation_id
docket_id	integer	Returns documents in a docket
act_id	integer	Returns documents based on a query for an act_id. A list of popular acts and the associated act_id can be found here.
jurisdiction	integer	Returns documents published by a jurisdiction. A list of jurisdictions and the associated jurisdiction_id can be found here.
news_source_id	integer	Returns documents published by a specific news source. A list of news sources and the associated news_source_id can be found here.
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
publication_date	string	Optional filter for date. Get only documents for your query that were published on a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
published_from	string	Optional filter for date. Get only documents for your query that were published from a specific date forward. Can be used with 'published_to' to provide a date range. Please use format MM/DD/YYYY.
published_to	string	Optional filter for date. Get only documents for your query that were published up until a specific date. Can be used with 'published_from' to provide a date range. Please use format MM/DD/YYYY.
key_date_from	string	Returns documents that have a comments_close_from OR compliance_from date from a specific date forward. Can be used with 'key_date_to' to provide a range. Please use format MM/DD/YYYY.
key_date_to	string	Returns documents that have a comments_close_to or a compliance_to date up until a specific date. Can be used with 'key_date_from' to provide a range. Please use format MM/DD/YYYY.
comments_close_date	string	Returns documents that have a comments close date from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
comments_close_from	string	Returns documents that have a comments close date from a specific date forward. Can be used with 'comments_close_to' to provide a range. Please use format MM/DD/YYYY.
comments_close_to	string	Returns documents that have a comments close date up until a specific date. Can be used with 'comments_close_from' to provide a range. Please use format MM/DD/YYYY.
compliance_date	string	Returns documents that were effective from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
compliance_from	string	Returns documents that were effective from a specific date forward. Can be used with 'compliance_to' to provide a range. Please use format MM/DD/YYYY.
compliance_to	string	Returns documents that were effective up until a specific date. Can be used with 'compliance_from' to provide a range. Please use format MM/DD/YYYY.
created_date	string	Returns documents that were created in the system from a specific date. Please use format MM/DD/YYYY for absolute date and note that dates are in UTC. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
created_from	string	Returns documents that were created in the system from a specific date forward. Can be used with 'created_to' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS
created_to	string	Returns documents that were created in the system up until a specific date. Can be used with 'created_from' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS. If no time value is provided, then the request will assume 00:00:00:00
updated_date	string	Returns documents that were updated in the system from a specific date. Please use format MM/DD/YYYY for absolute date. This can be used with specific relative dates like 'Today', 'Tomorrow', 'Yesterday', or with a range of relative dates like 'within 30 days' by using the value '[x]:[days/weeks/months/years]. For example '30:days'. Please note that the input '30:days' does not pass through this Interactive API but works as intended when making a request directly.
updated_from	string	Returns documents that were updated in the system from a specific date forward. Can be used with 'updated_to' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS
updated_to	string	Returns documents that were updated in the system up until a specific date. Can be used with 'updated_from' to provide a range. Please use format YYYY-MM-DD HH:MM:SS.MS. If no time value is provided, then the request will assume 00:00:00:00
monetary_penalty	integer	Returns only documents that have this monetary penalty. Will return null if there are no documents with a monetary penalty that exactly match the input. Any numerical and decimal value is acceptable without the use of special characters such as commas.
monetary_penalty_min	integer	Returns only documents that have a monetary greater than monetary_penalty_min. Can be used with 'monetary_penalty_max' to provide a penatly range. Any numerical and decimal value is acceptable without the use of special characters such as commas.
monetary_penalty_max	integer	Returns only documents that have a monetary less than monetary_penalty_max. Can be used with 'monetary_penalty_min' to provide a penatly range. Any numerical and decimal value is acceptable without the use of special characters such as commas.
min_score	integer	Returns documents that have a search relevance score above the input. Use a value between 1-100; a number closer to 100 will return more relevant results with fewer documents. Please note that there can be a result of 0 documents if the relevant score is too high.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents. Offset is limited to 9,999 and we recommend refining the search criteria when result count is >10K.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
sort	string	Sort documents by 'category', 'id' or 'publication_date'. A secondary sort value can also be added, for example - 'publication_date,category'. Any other input value will return an error.
limit	integer	Limit the number of documents returned.
exclusive_fields	string	The returned document JSON will contain only the attribute and sub attributes specified by exclusive_fields. For example - exclusive_fields=attribute_1&exclusive_fields=attribute_2.sub_attribute_1&....&exclusive_fields=field_N. Please note that multiple inputs does not pass through this Interactive API but works as intended when making a request directly.
folder_id	integer	Only returns documents that are under the specified user-created folder id.
task_owner	string	Returns documents that have workflow tasks associated with the 'current_user' or 'organization'. Any other input value will return an error.
title	string	Returns documents published with the provided search terms in the title.
text	string	Returns documents published with the provided search terms in the full_text of the document.
formatted_full_text	bool	Returns an cleanly formatted full_text attrribute for documents that have sentences available. Use 'true' to show documents with formatted_full_text, otherwise leave blank.
has_obligations	bool	Returns documents that have obligations available. Use 'true' to show documents with obligations, otherwise leave blank. Note - ignore has_obligation field in the results as it is not currently used, and instead we use obligation_probability to determine if a document has obligations
has_sentences	bool	Returns documents that have their text split into separate sentences. Use 'true' to show documents with sentences, otherwise leave blank.

POST Search Documents POST v1/search_staging_post

This method returns relevant documents based on the query provided. Query will return zero / null results if there are no documents matching the query, or an unaccepted value is used for one of the parameters. When making a request that includes the parameters agency, jurisdiction, and news source, the search will include these as an OR statement and results will include documents that match any of those values. In order to input multiple values into a parameter, please include comma separated values for the parameter.

Request Body
{ "advanced_search": "(agency = CYM-CIMA AND cai_category IN [1071, 1238])", "sort": "publication_date", "limit": "10" }
{ "advanced_search": "(agency = CYM-CIMA AND cai_category IN [1071, 1238])", "sort": "publication_date", "limit": "10" }

GET Pre-Filtered Content /v1/pre_filtered_content_staging_oauth

This method returns content based on the alerts configured in the Compliance.ai application. User can only access this content if their organization has been set up with a Service Connector.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

GET Agencies /v1/agencies_staging_oauth

This method returns the most up-to-date list of agencies.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai agency id. An invalid agency id input will return an error, and acceptable input data currently ranges from 1-9 digits. Example Agency ID: 573 - 'CFPB'
sort	string	Sort agencies by 'id'. Any other input value will not affect the search results.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET News Sources & Premium Content Providers /v1/news_sources_staging

This method returns the most up-to-date list of news sources and premium content providers. Note that premium content providers are treated as news sources.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
sort_by	string	Sort results by 'id'. Any other input value will not affect the search results.
sort_order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
is_premium_content_provider	string	Returns results based on whether the news source is also a premium content provider or not. Use 'true', 'false', or leave blank.

GET Jurisdictions /v1/jurisdictions_staging

This method returns the most up-to-date list of jurisdictions.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
active	bool	If set to true, results will only return jurisdictions that are active in Comlpiance.ai.
id	integer	Represents a valid Compliance.ai jurisdiction id. An invalid jurisdiction id input will return an error, and acceptable input data currently ranges from 1-4 digits. Example Jurisdiction ID: 6 - 'US-CA, California'
sort	string	Sort jurisdictions by 'id'. Any other input value will not affect the search results.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Topics /v1/topics_staging

This method returns the most up-to-date list of topics.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
active_streaming	bool	If set to true, results will only return jurisdictions that are active in Comlpiance.ai.
id	integer	Represents a valid Compliance.ai topic id. An invalid topic id input will return an error, and acceptable input data currently ranges from 1-2 digits. Example Topic ID: 11 - 'Securities'
sort	string	Sort topics by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Document Types /v1/document_type_staging

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
query	string	Allows a random bag of words search with boolean search terms and does a relevancy search against Cateogry and Metacategory name and description
cai_category_id	integer	Represents a valid Compliance.ai document category. An invalid document category input will return an error.
cai_metacategory_id	integer	Represents a valid Compliance.ai document metacategory. An invalid document metacategory input will return an error.

GET Regulations /v1/regulations_staging

This method returns the most up-to-date list of regulations.

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai regulation id. An invalid regulation id input will return an error, and acceptable input data currently has 1-3 digits. Example Regulation ID: 120 - 'Basel III'
sort	string	Sort jurisdictions by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.

GET Acts /v1/acts_staging

Parameter	Type	Description
accept-encoding	string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
id	integer	Represents a valid Compliance.ai act id. An invalid act id input will return an error, and acceptable input data currently ranges from 1-5 digits. Example Jurisdiction ID: 769 - 'Bank Secrecy Act'
date	string	Returns acts based on date. Format the input value as such - 'YYYY-MM-DDT00:00:00', please keep include the 'T00:00:00' at the end of the date without any space. Example input: '1970-10-26T00:00:00'
sort	string	Sort acts by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
limit	integer	Limit the number of documents returned. Default = 1000. Max value = 1000.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents.

POST Diffing /v1/diff_documents_staging

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

Request Body

GET Tasks /v2/tasks_staging

This method returns the most up-to-date tasks for an assignee.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

POST Tasks - Old /v1/tasks_staging

This method returns the most up-to-date tasks for an assignee.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

POST Task by Status /v1/doc_tasks_by_status_staging_oauth

This method updates the status of a task.

Parameter	Type	Description
Content-Type	string	Content-Type Request Header
assignee_id	integer	Specifies the assignee whose status should be shown.
workflow_id	string	Specifies the worflow the task belongs to.
sort	string	Sort acts by 'id'. Any other input value will return an error.
order	string	Sort in Descending 'desc' or Ascending 'asc' order. Any other input value will return an error.
limit	integer	Limit the number of documents returned. Default = 1000. Max value = 1000.
offset	integer	If your search finds 'count'=100 documents, offset=20 will return 80 documents and remove the first 20. Search results will still show the document 'count' without the offset. If offset input value is greater than the document 'count', search result will return 0 documents.

Request Body

POST Update Task /v1/update_task_staging

This method updates the status of a task.

Parameter	Type	Description
Content-Type	string	Content-Type Request Header
task_id	integer	Specifies a task whose status should be updated.
task_status	string	Specifies the new status of the task.

GET Note v1/note_staging_oauth/:doc_id

This method provides the user related actions made on a document.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header
:doc_id		integer	Specifies the document. Example Doc ID: 3428065 - 'OCC Guidelines Establishing Standards for Recovery Planning by Certain Large Insured National Banks'

GET Suggestion /v1/suggestion_staging

This returns auto-suggest results based on text input.

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
query		string	Type any term to get back auto-suggest results. Can return 0 results.

GET Get PDF /v1/pdf_staging

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.
doc_id		integer	Returns a PDF document based on a valid Document ID provided.

POST Advanced Search Validation /staging/v1/advanced_search/verify

Verify that your Advanced Search syntax is correct before trying to execute a search.

Parameter	Value	Type	Description
Content-Type		string	Content-Type Request Header

Request Body

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GET Swagger Documentation /staging/v1/swagger

[insert]

Parameter	Value	Type	Description
accept-encoding		string	This allows the response to be in JSON so it can be rendered in this Interactive API. Please keep 'identity' as this parameter's value.

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