MeasureOne API (3.0)

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Introduction

MeasureOne offers a secure, API-based platform to power consumer-permissioned data sharing, providing a safe and transparent way for consumers to share data with third-party applications.

The MeasureOne platform acts as a bridge between data sources containing the consumer's personal data and data recipients. Data sources are online systems that house the data to be shared and that are accessible to the consumer. Example data sources are academic institutions, payroll processors, utility providers government systems and others. Data recipients are any third-party that the consumer wishes to share information with, often in return for a product or service that the data recipient is offering. Example recipients are lenders, marketeers, background check companies, employers, recruiters, and others.

The MeasureOne API allows you as a data recipient to integrate consumer-permissioned data into your workflows. It does so by facilitating consent, access, acquisition, and delivery of your users' permissioned data. In the basic workflow of consumer-permissioned sharing is as follows. First, your users provide their consent to Measure one to share specific personal information with you. They then share their credentials with MeasureOne providing access to data -- called "source data" -- that provides the information that they have consented to share with you. MeasureOne uses these credentials to connect that data source to its platform, access and acquire the source data. MeasureOne then provides access to this source data through a set of service APIs.

There are several benefits to using the MeasureOne API. Our API hides the complexity involved in the consumer-permissioning workflow behind a simple straighforward API so that you can focus on your application and customer experience. We handle user credentials so you don't have to. We handle consents from the user and ensure that you only receive access to the consented information, freeing you from the need to worry about accessing consumer information improperly. We also provide guarantees to your user that we will not share information outside the scope of their consent. This provides you with the opportunity to have your users share information with you that otherwise would not be accessible. Finally, MeasureOne ensures the provenance of the shared data. The data is shared by the user, with their explicit consent, but without any ability to modify or tamper with it.

The current 3.0 version is not backward compatible with version 2.0. If you are a 2.0 user, please see our Migration Guide.

Sample Use cases

This section gives you some brief use cases for using the API in your workflow. For complete details, please see the full documentation.

Income or Employment Verification

Extracting income information from paystubs, 1099 or other income-related documents provides you with a comprehensive solution to assessing your user's income.

Home and Auto Insurance Policy Verification or Quoting

By facilitating the sharing of home and auto insurance policies, MeasureOne enables customers to verify insurance information during auto and home transactions or provide detailed policy information for comparative quoting purposes.

Academic qualification, history or enrollment status assessment

MeasureOne supports acquisition and processing of academic documents. By connecting the user's academic institution to our platform, MeasureOne uses the shared transcripts and other educational data to provide an assessment or verification of educational data. This includes academic history, degree verification, student enrollment status or other similar data.

Identity and Fraud Detection

By leveraging multiple items of consumer-permissioned data, MeasureOne provides unique opportunities to customers to establish identity and protect against fraud.

Alternative Data Financial Underwriting

MeasureOne's MeritScore is a proprietary predictive analytic that correlates credit performance with academic data. Using consumer-permissioned transcripts, MeasureOne provides a score that correlates the user's academic performance to credit default risk. This both reduces risk for the lender while opening up new credit opportunities for young borrowers.

API Host and Protocols

Protocols & Header Parameters

Unless specified otherwise, the MeasureOne API uses POST requests to communicate and HTTP response codes to indicate status and errors. Unless explicitly specified, all responses come in standard JSON, and all requests must include a Content-Type of application/json with a valid JSON body.

Header Parameters Values
Authorization bearer
Content-Type application/json
version

Environments

MeasureOne provides two API environments:

Environment URL
Staging https://api-stg.measureone.com/v3/
Production https://api.measureone.com/v3/

API Keys and Access

MeasureOne authenticates your API requests using access tokens. If you do not include the access_token when making a request, MeasureOne returns an authentication error. To gain access to the MeasureOne API, reach out to us on sales@measureone.com. Once you’ve completed the signup process, we’ll provide a live client_id & secret for use in our API.

You can access our APIs using Access Tokens Or Public Tokens. The Public Tokens are short lived with limited scope while Access Tokens are long lived.

Access Tokens

Access Tokens are long-lived tokens that give you access to the MeasureOne infrastructure for your account.

Access tokens should be used only from your own server side applications.

Public Tokens

Public tokens are short-lived tokens with defined scope and policy. The scope indicates the resources and endpoints you can access using these tokens while policy indicates the data you can access using the APIs.

MeasureOne APIs will return a 401 error if the public token is used for scope or policy that is different from the token's scope and policy.

For example, if you create a public token for policy having individual_id idv_293241AAjy2EZt3R and if you try to invoke /individuals/get_by_id for another individual, it will return a 401 error.

The table below defines the currently supported scope.

API Endpoint WIDGET GLOBAL ENTERPRISE_WIDGET
/individuals/new YES YES YES
/individuals/get_by_id YES YES YES
/individuals/get_items YES YES NO
/datarequests/new YES YES YES
/datarequests/update YES YES YES
/datarequests/get YES YES YES
/datarequests/get_by_id YES YES YES
/datarequests/generate_invitation_link YES YES YES
/datarequests/notify_user YES YES YES
/datarequests/get_invitation_link YES YES YES
/datarequests/expire_invitation_link YES YES NO
/datarequests/refresh_now YES YES NO
/datarequests/enable_refresh YES YES NO
/datarequests/disable_refresh YES YES NO
/datasources/get YES YES YES
/items/new YES YES YES
/items/upload YES YES YES
/items/get_by_id YES YES YES
/items/get_files YES YES NO
/items/get_pdf YES YES NO
/services/get_academic_summary NO YES YES
/services/get_enrollment_status NO YES YES
/services/gradscore NO YES NO
/services/meritscore NO YES NO
/services/get_digest_by_id NO YES NO
/services/get_employment_summary NO YES YES
/services/get_income_summary NO YES YES
/services/get_income_employment_details NO YES YES
/services/get_insurance_details NO YES YES
/services/get_realized_gains NO YES YES

Generate Access Token

This API returns the access token required for you to access the MeasureOne APIs.

The Authorization header should contain the word Basic word followed by a space and a base64-encoded string username:password. For example, to authorize as demo / p@55w0rd you should send

 Authorization: Basic ZGVtbzpwQDU1dzByZA==

This API does not require any request body

SecurityBasic
Request
header Parameters
Authorization
string <Basic <client_id>:<secret>>

Provide the Base64 representation of your client_id:secret e.g. "Basic <<BASE64>>".

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
object (EmptyBody)
Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed

403

Forbidden

405

Method Not Allowed

500

Internal Server Error

post/v3/auth/generate_access_token
Request samples
application/json
{ }
Response samples
application/json

Response Access token

{
  • "access_token": "6fd5122a-9a91-4bd6-1219-d6e71fd123b0",
  • "token_type": "bearer",
  • "expires_in": 2128865176,
  • "expires_at": 3637805578000
}

Invalidate Access Token

This API invalidates the provided Access Token.

The Authorization header should contain the word Basic word followed by a space and a base64-encoded string client_id:secret. For example, to authorize as demo / p@55w0rd you should send

 Authorization: Basic ZGVtbzpwQDU1dzByZA==

This API does not require any request body

SecurityBasic
Request
header Parameters
Authorization
string <Basic <client_id>:<secret>>

Provide the Base64 representation of your client_id:secret e.g. "Basic <<BASE64>>".

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
access_token
required
string

Access token generated for you to access MeasureOne API

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed

403

Forbidden

405

Method Not Allowed

500

Internal Server Error

post/v3/auth/invalidate
Request samples
application/json
{
  • "access_token": "6fd5122a-9a91-4bd6-1219-d6e71fd123b0"
}
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Generate Public Token

This API returns the Public Token which are short lived tokens required for you to access MeasureOne APIs.

The Authorization header should contain the word Basic word followed by a space and a base64-encoded string username:password. For example, to authorize as demo / p@55w0rd you should send

Public Tokens

 Authorization: Basic ZGVtbzpwQDU1dzByZA==
SecurityBasic
Request
header Parameters
Authorization
string <Basic <client_id>:<secret>>

Provide the Base64 representation of your client_id:secret e.g. "Basic <<BASE64>>".

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
validity
number
Default: 900

Public token validity in seconds

scopes
Array of strings

List of scopes for the generated public token. Each scope defines the set of API endpoints that can be accessed using the token. See the table above for details

Compatibility note: An unspecified scope will default to WIDGET

Items Enum: "WIDGET" "GLOBAL"
object

A set of attributes for specifying data access rules associated with this token.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed

403

Forbidden

405

Method Not Allowed

500

Internal Server Error

post/v3/auth/generate_public_token
Request samples
application/json

Example payload for generating a public token

{
  • "validity": 25600,
  • "scopes": [
    ],
  • "policy": {
    }
}
Response samples
application/json

Response Access token

{
  • "access_token": "6fd5122a-9a91-4bd6-1219-d6e71fd123b0",
  • "token_type": "bearer",
  • "expires_in": 25600,
  • "expires_at": 1681191048000
}

Versioning

The current major version of the MeasureOne API is 3.0, and is passed in the API path as a /v3 prefix. The current 3.0 API version is 20210117 and is passed as a request header while calling the API. If no version number is specified in the request header, the API will default to the version that was live when you first signed up for MeasureOne API keys. We periodically release changes to our APIs. While we try to remain backward compatible, changes in our API may result in changes to the data or schema structures exposed in the current version.

Core Resources

MeasureOne has four core resources. These resources help you seamlessly integrate consumer-permissioned-data workflow into your applications.

Individual

The Individual is your end user/consumer whom you are requesting to share data or information with you as part of your application. In a typical implementation, ths Individual is directed to MeasureOne through an invitation initiated from your application or the MeasureOne Dashboard. MeasureOne then interacts with the Individual to complete the consumers-permissioned data sharing workflow and shares the accessed Individual data with you, either directly with your application or through the MeasureOne Dashboard.

Data Requests

A consumer-permissioned data workflow is initiated and defined by the Data Request resource. A Data Request specifies or bind together the various elements of a consumer-permissioned data workflow, in particular: the Individual, the set of actions - writing or acquiring data - to be performed, optional reports to be generated, the Link experience, optional schedule to auto-refresh data, optional Individual communication and messaging.
MeasureOne supports pre-configured types of data requests catering to different use cases, as well as CUSTOM data requests that allow you to request custom data. All services accept datarequest_id as a reference.

The following table specifies the supported Data Request types. Based on the Data Request type, MeasureOne tailors the consumer-permissioned workflow to satisfy the indicated request for data.

Data Request Type Description
ACADEMIC_SUMMARY Request the education summary of the Individual
ENROLLMENT_STATUS Request the enrollment status of the Individual
EMPLOYMENT_SUMMARY Request the employment summary of the Individual
INCOME_SUMMARY Request the income summary for the Individual
INCOME_EMPLOYMENT_DETAILS Request the VOIE details of the Individual
HOME_INSURANCE_DETAILS Request the Home insurance details of the individuals
AUTO_INSURANCE_DETAILS Request the Auto insurance details of the individuals
REALIZED_GAINS Request 1099-B information from the Individual's brokerage account
CUSTOM Request custom data from an Individual that is not covered by the above types.

Items

Individuals permission access to documents online for your stated business purpose. The permissioned documents that MeasureOne accesses and acquires are called Items. Items can be in any format -- HTML, PDF, XML, JSON, etc. Once the Item is acquired, it is parsed stored. To enforce the permissions on the Item data, access to the information in the Items is available solely through Service APIs. This separation of the Item data from the Service APIs limits the scope of information to just what the Individual has authorized to share, independent of the underlying Item data used to generate it. This ensures that you receive only the permissioned data and that the Individual's privacy is protected.

Datasources

The online location of Items is called a Data Source. Data Sources are typically online accounts that are owned by the Individual. The Individual gives explicit consent to MeasureOne to access their Data Source account and retrieve the Items necessary to fulfill your Data Request.

How it works

The diagram below depicts a simple integration flow with MeasureOne.

Simple_Integration_Flow_Diagram

Endpoints

This section gives you the list of all endpoints exposed by MeasureOne to integrate into your application workflow. For complete details, please see the full documentation. Unless specified otherwise, all the endpoints require access_token in the header for authorization.

Resource Endpoint Description
Authentication /auth/generate_access_token Generates an access token
Authentication /auth/invalidate Invalidates an access token
Authentication /auth/generate_public_token Generates a public token
Individuals /individuals/new Create a new individual
Individuals /individuals/get_by_id Get details of an Individual
Individuals /individuals/get_items Get list of items created for an Individual
Data Requests /datarequests/new Create a new Data Request
Data Requests /datarequests/update Update Data Request
Data Requests /datarequests/get Get or search Data Requests
Data Requests /datarequests/get_by_id Get details of a Data Request
Data Requests /datarequests/generate_invitation_link Generate an invitation link for Data Request
Data Requests /datarequests/notify_user Send invitation to the user to complete the Data Request
Data Requests /datarequests/get_invitation_link Get details of an invitation link generated for the Data Request
Data Requests /datarequests/expire_invitation_link Expire the invitation link for Data Request
Data Requests /datarequests/refresh_now Refresh data on demand for Data Requests
Data Requests /datarequests/enable_refresh Enable data refresh for Data Requests
Data Requests /datarequests/disable_refresh Disable data refresh for Data Requests
Data Sources /datasources/get Get or search Data Sources
Items /items/new Create a new item
Items /items/upload Upload item document
Items /items/get_by_id Upload item document
Items /items/get_files Download the items uploaded via /items/upload API
Items /items/get_pdf Download the items as PDF document
Services /services/get_academic_summary Get the academic summary for an Individual
Services /services/get_enrollment_status Get the enrollment status for an Individual
Services /services/gradscore Get the Gradscore for a transcript
Services /services/meritscore Get the MeritScore for a transcript
Services /services/get_digest_by_id Get the Digest for a transcript
Services /services/get_employment_summary Get the employment summary for an Individual
Services /services/get_income_summary Get the income summary for an Individual
Services /services/get_income_employment_details Get the income employment details (VOIE) for an Individual
Services /services/get_insurance_details Get the insurance details for an Individual
Services /services/get_realized_gains Get the realized gains for a brokerage account

Status Codes

2xx Success

A 2xx status code indicates the request was received and processed successfully.

Status code Description
200 OK - The request is successful
201 ACCEPTED - The request is successful and has been accepted for further processing. You will receive a notification once the request has completed.

4xx Client Errors

A 4xx status code indicates that the request failed due to a client error. The response body generally includes more details about the failure.

Status code Description
400 Bad Request - The request failed. This will usually occur when validations fail. E.g Missing required fields or invalid JSON

5xx Server Errors

A 5xx status codes is returned if something goes wrong on MeasureOne's end

Status code Description
500 Internal Server Error - Something has gone wrong on MeasureOne's end while attempting to process the request. Our engineering team has been notified of the issue.

Asynchronous Communication

Many of MeasureOne APIs are asynchronous in nature. Client applications integrating MeasureOne API are required to expose endpoints for MeasureOne to send the Webhook Notifications. The diagram below depicts how the asynchronous communication will work. APIs having Asynchronous communication may also send a synchronous response if the response is readily available.

AsynchronousProcessing

The table below depicts the APIs that require clients to provision endpoints for asynchronous communication.

Resource Endpoint Asynchronous
Authentication /auth/generate_access_token No
Authentication /auth/invalidate No
Authentication /auth/generate_public_token No
Individuals /individuals/new No
Individuals /individuals/get_by_id No
Individuals /individuals/get_items No
Data Requests /datarequests/new No
Data Requests /datarequests/update No
Data Requests /datarequests/get No
Data Requests /datarequests/get_by_id No
Data Requests /datarequests/generate_invitation_link No
Data Requests /datarequests/notify_user No
Data Requests /datarequests/get_invitation_link No
Data Requests /datarequests/expire_invitation_link No
Data Requests /datarequests/refresh_now No
Data Requests /datarequests/enable_refresh No
Data Requests /datarequests/disable_refresh No
Data Sources /datasources/get No
Items /items/new No
Items /items/upload No
Items /items/get_by_id Yes
Items /items/get_files No
Items /items/get_pdf No
Services /services/get_academic_summary Yes
Services /services/get_enrollment_status Yes
Services /services/gradscore Yes
Services /services/meritscore Yes
Services /services/get_digest_by_id Yes
Services /services/get_employment_summary Yes
Services /services/get_income_summary Yes
Services /services/get_income_employment_details Yes
Services /services/get_insurance_details Yes
Services /services/get_realized_gains Yes

Introduction

MeasureOne Link is a front-end component that provides you all the capabilities necessary to initiate the the consumer-permissioning workflow for your users. It enables your users to permit your application to access their data in a consumer-permissioned manner.

Link handles the consent, the data source identification, the credential collection, and the integration with the MeasureOne platform to access and acquire the consumer-permissioned data. It handles a variety of authentication mechanisms including multi-factor authentication and offers various configuration options to tailor the UI to your application.

As an alternative to the embedded widget, MeasureOne supports hosted solutions of Link, providing no-code options for your integrations. Please login to the Dashboard for more details.

Link

Integration

Integration of Link is done using a small snippet of javascript that can be displayed in any part of your application.

Widget integration requires the m1-link tag and a set of configuration options as shown in the sample configuration JSON.

Link raises events for various user actions that your application can subscribe to. In addition to these events, the MeasureOne platform communicates with the client application via webhooks.

The LINK javascript is available at the links below

Environment Link
Staging https://api-stg.measureone.com/v3/js/m1-link-2021042000.js
Production To enable the LINK widget in production, reach out to us at support@measureone.com

The source code sample below shows how to integrate MeasureOne Link widget into your front-end using plain vanilla javascript

  <html lang="en">
  <head>
      <meta charset="UTF-8">
      <meta name="viewport" content="width=device-width, initial-scale=1.0">
      <meta http-equiv="X-UA-Compatible" content="ie=edge">
      <title> YOUR TITLE HERE </title>
      <script src="https://api-stg.measureone.com/v3/js/m1-link-2021042000.js"></script> 
  </head>
  <body>
    <h1>YOUR TITLE HERE</h1>
    <div>
      <m1-link></m1-link>
    
    <script>
      var config = {
          access_key: "<<YOUR_ACCESS_TOKEN>>",
          host_name: "api-stg.measureone.com",
          datarequest_id: "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
          branding: {
              styles: {
                  primary_dark: "#186793",
                  primary_light: "#2e9ccb",
                  secondary_color: "#ffffff",
                  min_height: "700px"
              }
          },
          options: {
              "display_profile": false
          }
      }
              
      // Take reference to widget
      const m1_widget = document.querySelector("m1-link");
      
      // Add configuration
      m1_widget.setAttribute("config", JSON.stringify(config));

      // Add event listeners
      m1_widget.addEventListener('datasourceConnected',(event)=>{
          // Perform operation on datasourceConnected event. 
          console.log(event);
          //hide or destroy the widget once connected
      });
    </script>
  </body>
</html>

Configuration

The configuration attribute of the LINK Widget is a JSON Object as described below

One of:
access_key
required
string

Your API Key

host_name
required
string

Host Name for the environment (staging - api-stg.measureone.com, production - api.measureone.com )

datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

object

Your branding that can be applied on the widget

object

Options for the MeasureOne Link module.

{
  • "access_key": "string",
  • "host_name": "string",
  • "datarequest_id": "string",
  • "branding": {
    },
  • "options": {
    }
}

Events

Events are triggered based on user activity in the widget. These events provide information to you to enhance the experience within your application. The following table provides the details of supported Action Events. Each Action Event may have additional data that provides additional context for the event. The following sections describe various events generated by the MeasureOne Link widget

individualCreated

Triggered when the Individual is created by MeasureOne Link. This event is deprecated. You must create an Individual before bringing up the Link experience

name
string

Name of the event

object

Additional data for the event

{
  • "name": "individualCreated",
  • "data": {
    }
}

individualUpdated

Triggered when the Individual is updated by MeasureOne Link.

name
string

Name of the event

object

Additional data for the event

{
  • "name": "individualUpdated",
  • "data": {
    }
}

consentStatusChanged

Triggered when the Individual accepts the MeasureOne Consumer Privacy Policy and agrees to give the Consent to MeasureOne

name
string

Name of the event

object

Additional data for the event

{
  • "name": "consentStatusChanged",
  • "data": {
    }
}

currentProgress

Triggered when the screen changes. Returns the value in percentage. If the screen is error, the value of the progress will be -1. The attributes in the data object of this event will vary depending on the screen transition

name
string

Name of the event

object

Additional data for the event.

{
  • "name": "currentProgress",
  • "data": {
    }
}

datasourceConnected

Triggered when the User submits the credentials successfully on the Widget. In case of MFA, this event will be triggered after the MFA is submitted successfully

name
string

Name of the event

object

Additional data for the event. You can use the data from this even to call the service APIs of MeasureOne

{
  • "name": "datasourceConnected",
  • "data": {
    }
}

itemsCreated

Triggered when one or more items are manually uploaded by the Individual

name
string

Name of the event

object

Additional data for the event. You can use the data from this even to call the service APIs of MeasureOne

{
  • "name": "itemsCreated",
  • "data": {
    }
}

tokenExpired

Triggered when the access_key expires. This event can be triggered at any stage in the widget. If you are using public_token, the default expiration time is 15 minutes.

name
string

Name of the event

object

Additional data for the event.

error_description
string

Description of error occurred in Link

{
  • "name": "tokenExpired",
  • "data": {
    },
  • "error_description": "Your session has expired, please refresh the page."
}

credentialsNotObtained

Triggered when the chooses to exit MeasureOne Link after being an attempt to reset their password

name
string

Name of the event

object

Additional data for the event.

{
  • "name": "credentialsNotObtained",
  • "data": {
    }
}

datasourceNotSupported

Triggered when the selected datasource by Individual is not supported by MeasureOne

Reason Codes

Reason Code Description
USER_LOGIN_NOT_SUPPORTED User login is not supported for the datasource selected by Individual
NO_MATCH_FOUND Could not find matching datasources for the information provided
name
string

Name of the event

object

Additional data for the event.

{
  • "name": "datasourceNotSupported",
  • "data": {
    }
}

exitRequested

Triggered when the user chooses to exit the MeasureOne Link experience.

name
string

Name of the event

object

Additional data for the event. You can use the data from this even to call the service APIs of MeasureOne

{
  • "name": "exitRequested",
  • "data": {
    }
}

Individuals

The Individual is a core resource that represents your user. At the start of the workflow an Individual representing the user must be created. Retrieved Items are associated with the Individual. Almost all Service APIs take the Individual ID as a reference.

Create a new Individual

Creates a new Individual. The returned ID is then used in subsequent API calls to reference Items and Services.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
external_id
string <= 45 characters

A customer generated unique identifier linked to the Individual

first_name
required
string <= 45 characters

First name of the Individual

middle_name
string <= 45 characters

Middle name of the Individual

last_name
required
string <= 45 characters

Last Name of the Individual

attending_name
string <= 45 characters

Attending name of the Individual

email
required
string <= 255 characters

Email address of the Individual

name_prefix
string <= 5 characters

Name prefix

name_suffix
string <= 5 characters

Name suffix

gender
string <= 1 characters

Gender of the Individual

date_of_birth
string <MM/DD/YYYY> /(0[1-9]|1[012])[- \/.](0[1-9]|[12][0-9]|3[01...

Date of birth of the Individual in MM/DD/YYYY format.

phone_number
string <= 15 characters

Phone number of the Individual

object

Address of the Individual

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

500

Internal Server Error

post/v3/individuals/new
Request samples
application/json

Example payload when creating an individual

{
  • "external_id": "ABCDEF",
  • "first_name": "John",
  • "last_name": "Doe",
  • "email": "john.doe@example.com",
  • "date_of_birth": "10/24/1992",
  • "name_prefix": "Mr.",
  • "name_suffix": "Jr.",
  • "gender": "M",
  • "address": {
    }
}
Response samples
application/json
{
  • "id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R"
}

Get details of an Individual

Retrieve the details of the given Individual.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
id
required
string

Unique ID of the Individual identified by MeasureOne

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Not found

405

Method Not Allowed

500

Internal Server Error

post/v3/individuals/get_by_id
Request samples
application/json
{
  • "id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R"
}
Response samples
application/json

Example payload when retrieving individual details by ID

{
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "external_id": "ABCDEF",
  • "first_name": "John",
  • "last_name": "Doe",
  • "email": "john.doe@example.com",
  • "date_of_birth": "10/24/1992",
  • "name_prefix": "Mr.",
  • "name_suffix": "Jr.",
  • "gender": "M",
  • "address": {
    },
  • "last_activity_at": 9287384728347
}

Get Items for an individual

Retrieve the list of items created for an Individual

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
required
object

Individual Details

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Not found

405

Method Not Allowed

500

Internal Server Error

post/v3/individuals/get_items
Request samples
application/json
{
  • "individual": {
    }
}
Response samples
application/json

Example payload

{
  • "individual": {
    },
  • "items": [
    ]
}

Data Requests

Create a new Data Request

Creates a new Data Request. The returned ID is then used in Link and in service calls to reference Items and services.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
required
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
One of:



This approach is useful when you want to use standard reports made available by MeasureOne. The table below depicts the documents and the reports MeasureOne creates for the type of DataRequest created.

Type Documents Service API & Report
ACADEMIC_SUMMARY Education related documents including Student Transcripts, Grade Reports, Degree Audit Reports & Student Profile get_academic_summary
ENROLLMENT_STATUS Enrollment related documents including Student Transcripts, Grade Reports, Degree Audit Reports & Student Profile get_enrollment_status
INCOME_EMPLOYMENT_DETAILS Income and Employment related documents such as Paystubs, Employee Profile get_income_employment_details
EMPLOYMENT_SUMMARY Employment related documents such as Paystubs & Employee Profile get_employment_summary
INCOME_SUMMARY Income related documents including Paystubs & Employee Profile get_income_summary
HOME_INSURANCE_DETAILS Current & Historic Home Insurance Policies get_home_insurance_details
AUTO_INSURANCE_DETAILS Current & Historic Auto Insurance Policies get_auto_insurance_details
REALIZED_GAINS 1099_B Composite form get_realized_gains



individual_id
required
string

Unique ID of the Individual identified by MeasureOne

type
required
string

Type of the datarequest

Enum: "ACADEMIC_SUMMARY" "ENROLLMENT_STATUS" "EMPLOYMENT_SUMMARY" "INCOME_SUMMARY" "HOME_INSURANCE_DETAILS" "AUTO_INSURANCE_DETAILS" "INCOME_EMPLOYMENT_DETAILS" "REALIZED_GAINS"
third_party_requester
string <= 1023 characters
Default: null

Optional name of the requester on behalf of which you are raising this Data Request. This is reflected in all communications to the Individual

requester_name
string <= 1023 characters

Your display name. This is reflected in all communications to the Individual. If not provided, the system will take your application display name set in your account preferences.

requester_logo_url
string

URL of the requester logo to be displayed for the widget. If none provided then customer default logo will be used for the widget.

object

Pre-identified Datasource details for the Individual to connect. Either the id or the display_name should be provided. If both are provided, the display_name will be ignored.

enable_manual_upload
boolean

Whether to enable manual upload of document for the Data Request. If none specified then customer default preference will be used.

show_connect_method_options
boolean

When multiple connect options such as direct connection, manual upload, bank account connection are enabled for datarequest then user can be presented with all the options upfront in the widget. If none specified then customer default preference will be used.

countries
Array of strings

Pre-identified country code. Providing a value will allow user to search the datasources only from selected country.

Items Enum: "US" "CA"
object
Default: null

Details of the data request that you can provide while creation. This helps in driving the the workflow and the end user experience on MeasureOne Link.

Array of objects

List of endpoints to which the webhooks should be delivered

object

Refresh Policy details to auto refresh data periodically

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Either individual_id or id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/new
Request samples
application/json

Example payload create a Static Data Request

{
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "type": "ACADEMIC_SUMMARY",
  • "third_party_requester": "ABC Company's largest customer",
  • "requester_name": "ABC Company",
  • "request_details": {
    },
  • "delivery_details": []
}
Response samples
application/json
{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}

Generate invitation link for the Data Request

Generate a shareable invitation link for the Data Request. You can share the invitation link with the Individual for them to complete the Data Request. The invitation link will direct the user to MeasureOne's hosted solution.

  • If there is a invitation link with status ACTIVE available, it will return the same invitation link. Generating a invitation link when there is already existing ACTIVE available. it will return the same invitation link with the expires_at updated as provided.
  • It will generate a new invitation link if there are no ACTIVE links available for the Data Request.
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

Unique ID of the Data Request identified by MeasureOne

expires_at
number

Timestamp in milliseconds at which the link expires. If not provided, it will take system default i.e. now() + default expiration from your account preferences. The link status will remain ACTIVE till it is either COMPLETE OR 'EXPIRED'

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/generate_invitation_link
Request samples
application/json
{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "expires_at": 1675605305012
}
Response samples
application/json
{}

Invite the Individual to complete the Data Request

Send a notification to the user to complete the data request. The API will return an error if the link is already EXPIRED. MeasureOne sends upto 3 reminders, 12 hours apart to notify the user. Call this API on an already active link for which notifications have been sent earlier will reset the counter.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

Unique ID of the Data Request identified by MeasureOne

required
Array of objects non-empty

Type of notifications to be sent to the user. At least one notification channel must be provided.

additional_message
string <= 1000 characters
Default: null

Additional message that you may want to pass to the Individual in the invitation email/sms

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Either individual_id or id not found

405

Method Not Allowed

409

Conflict

500

Internal Server Error

post/v3/datarequests/notify_user
Request samples
application/json
{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "notifications": [
    ],
  • "additional_message": null
}
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Get shareable invitation links for Data Request

Get the list of invitation links associated with a Data Request

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

Unique ID of the Data Request identified by MeasureOne

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/get_invitation_link
Request samples
application/json
{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
[]

Get the details of Data Request

Get the details of a Data Request. MeasureOne records various events for a Data Request. These events are summarized in the following table.

Data Request Events

event Description
DATAREQUEST_CREATED Data Request created
DATAREQUEST_UPDATED Updated the details of Data Request
DATAREQUEST_LINK_GENERATED Data Request link generated
NOTIFY_USER_REQUESTED Email and/or SMS notification sent to user
DATAREQUEST_LINK_EXTENDED Link expiry time extended
DATAREQUEST_LINK_EXPIRED Link for Data Request expired
DATAREQUEST_LINK_ACCESSED Data Request link accessed by user
WIDGET_INITIATED Widget initiated for Data Request
DATASOURCE_CLASSIFIED Individual landed on login screen
LOGIN_ATTEMPTED Individual tried to login
INVALID_CREDENTIALS Credentials provided by user are invalid
DATASOURCE_CONNECTED Individual entered valid credentials and the Data Source is connected
INSUFFICIENT_CREDENTIALS Individual was not able to provide credentials
ITEM_CREATED Item was downloaded and stored database
ITEM_PROCESSED Data extracted and formatted
ITEM_UNPROCESSABLE Unable to process an item
ITEMS_AVAILABLE Data Extraction is completed with some items
NO_ITEMS Data Extraction is completed without an item
USER_INTERVENTION_REQUIRED Individual re-login required
DATASOURCE_NOT_FOUND Individual was unable to find Data Source
PLAID_INITIATED Plaid flow initiated
PLAID_CONNECTION_SUCCESSFUL Plaid connection successful
PLAID_CONNECTION_UNSUCCESSFUL Plaid connection unsuccessful
REPORT_REQUESTED Report requested by customer
REPORT_AVAILABLE Report data is available
REPORT_ERROR Error occurred during generating report
UPDATES_AVAILABLE Updated data for Data Request is available
REFRESH_INITIATED A scheduled refresh is initiated for Data Request
REFRESH_FAILED A scheduled refresh is failed for Data Request
CONSENT_REGISTERED Consent registered for for Data Request
CONSENT_DEREGISTER Consent deregistered for for Data Request
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

Unique ID of the Data Request identified by MeasureOne

get_x_auth_token_credentials
boolean
Default: false

If this value is true, the response will contain x_auth_token_credentials object.

get_consent
boolean
Default: false

If this value is true, the response will contain consent object.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/get_by_id
Request samples
application/json
{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "get_x_auth_token_credentials": false,
  • "get_consent": false
}
Response samples
application/json

Example payload when retrieving Data Request details by ID

{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgasjy2EZt3R",
  • "type": "ACADEMIC_SUMMARY",
  • "source_data_types": {
    },
  • "experience_id": "exp_1faOM8Q4efEWIjzdE2SBM24efEW",
  • "reports": [
    ],
  • "enable_manual_upload": true,
  • "show_connect_method_options": "true",
  • "datasource": {
    },
  • "countries": [
    ],
  • "created_at": 1673322103030,
  • "updated_at": 1673492103030,
  • "third_party_requester": "ABC Company's largest customer",
  • "requester_name": "ABC Company",
  • "requester_logo": "null",
  • "request_details": {
    },
  • "delivery_details": [],
  • "invitation_links": [],
  • "last_activity_type": "CREATED",
  • "last_activity_at": 1673322103030,
  • "refresh_policy": {
    },
  • "event_logs": [
    ]
}

Expire invitation link for Data Request

Expires the invitation link for a data request.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

MeasureOne recognized Unique ID of the Data Request

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/expire_invitation_link
Request samples
application/json

Example payload to expire an data request link

{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "expiry_reason": {
    }
}
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Get the list of Data Requests

Get the list of Data Requests based on the filter criteria provided. If not filter criteria is provided, it will fetch the latest 200 data requests.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
object

Filters that can be applied to fetch the list of Data Requests

fields
Array of strings

Fields you want in response. The default fields will be id, created_at, event_logs, experience_id, individual_id, invitation_links, reports, source_data_types, type

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/get
Request samples
application/json

Example payload for datarequest/get

{
  • "filters": {
    },
  • "fields": [
    ]
}
Response samples
application/json

Example payload for getting list of Data Requests

{
  • "results": [
    ],
  • "rowCount": 1
}

Update a Data Request

Update details of a Data Request

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

Unique ID of the Data Request identified by MeasureOne

object
Default: null

Details of the data request that you can provide while creation. This helps in driving the the workflow and the end user experience on MeasureOne Link.

object

Pre-identified Datasource details for the Individual to connect. Either the id or the display_name should be provided. If both are provided, the display_name will be ignored.

enable_manual_upload
boolean

Whether to enable manual upload of document for the Data Request. If none specified then customer default preference will be used.

show_connect_method_options
boolean

When multiple connect options such as direct connection, manual upload, bank account connection are enabled for datarequest then user can be presented with all the options upfront in the widget. If none specified then customer default preference will be used.

countries
Array of strings

Pre-identified country code. Providing a value will allow user to search the datasources only from selected country.

Items Enum: "US" "CA"
third_party_requester
string <= 1023 characters
Default: null

Name of the third party requester. This name will be reflected in the communications to the Individual.

requester_name
string <= 1023 characters

Display name of the requester. This name will be reflected in the communications to the Individual. If not provided, the system will take your application display name set in your account preferences.

Array of objects

List of endpoints to which the webhooks should be delivered

object

Refresh Policy details to auto refresh data periodically

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/update
Request samples
application/json

Example payload Update a data request

{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "requester_name": "ABC screening",
  • "request_details": {
    },
  • "delivery_details": [],
  • "refresh_policy": {
    }
}
Response samples
application/json
{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}

Refresh data on demand

Refresh data for a Data Request on demand.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
One of:
id
required
string

Unique ID of the DataRequest identified by MeasureOne

Responses
201

Successful Response

400

Bad Request

401

Authentication with the API Failed

403

Forbidden

404

id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/refresh_now
Request samples
application/json
{
  • "id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Enable refresh data for Data Requests

Enable Refresh data for Data Requests.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
Array (<= 1000 items)
id
required
string

Unique ID of the DataRequest identified by MeasureOne

object

Refresh Policy details to auto refresh data periodically

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed

403

Forbidden

404

id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/enable_refresh
Request samples
application/json

Example payload Enable refresh data for Data Requests

[
  • {
    }
]
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Disable refresh data for Data Requests

Disable Refresh data for Data Requests.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
Array (<= 1000 items)
id
required
string

Unique ID of the DataRequest identified by MeasureOne

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed

403

Forbidden

404

id not found

405

Method Not Allowed

500

Internal Server Error

post/v3/datarequests/disable_refresh
Request samples
application/json
[
  • {
    }
]
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Data Sources

Get / Search Data Sources

Get / Search Data Sources

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
any <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise.

Request Body schema: application/json
required
object

Allows filtering the list by different attributes

object
Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

post/v3/datasources/get
Request samples
application/json
{
  • "filters": {
    }
}
Response samples
application/json
[
  • {
    }
]

Items

Items are the resource representing data shared by Individuals with MeasureOne. The underlying document of an Item is called source data These can be college transcripts, pay stubs, real estate titles, etc. Items are stored and information from them can be retrieved through the Service API calls. The information in an Item is shared through the Service APIs according to the consumer permission. Importantly, note that unless permissioned by the Individual, the Item data may not be shared directly with you.

Submit a new item

Usage options

The usage of /v3/items/new varies depending on its intended use and availability of information. The request payload must include either a source_data_value object OR a source_data_reference object. Passing both as a part of the payload may result in processing errors.

Using Source Data Object

If the attribute values for a transcript are known, send the source data inline in the request using the source_data_value object.

Using Source Data Reference Object

If the data is in a document, upload it using the /items/upload endpoint or make it available at a remote location. A reference to the uploaded document should then be included in the request using the source_data_reference object.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
individual_id
string
Deprecated

MeasureOne generated unique identifier linked to the item. If this is not provided, MeasureOne will generate a new individual_id for given item. This attribute is deprecated

datarequest_id
string

MeasureOne generated unique datarequest identifier linked to the item. If this is not provided, MeasureOne will generate a new datarequest for given item.

external_id
string

A customer generated unique identifier linked to the item

datasource_id
required
string

Unique identifier of the datasource. This attribute is non-mandatory M1_DIGEST source_data_type

source_data_type
required
string

The type of the source_data

Enum Value Description
M1_ACADEMIC_RECORD

JSON payload constituting the academic Record of the Individual

M1_DIGEST

JSON payload for Digest of the academic record

TRANSCRIPT_FILE

PDF, HTML or Image of the academic transcript

PAYSTUB_FILE

PDF or HTML of the paystub

W2_FILE

PDF of the W-2

INSURANCE_POLICY (Deprecated)

PDF, HTML or Image of the insurance policy (Deprecated). Use AUTO_INSURANCE_POLICY or HOME_INSURANCE_POLICY

AUTO_INSURANCE_POLICY

PDF, HTML or Image of the auto insurance policy

HOME_INSURANCE_POLICY

PDF, HTML or Image of the home insurance policy

UNINSURED_MOTORIST_FORM

PDF of uninsured motorist form

AUTO_INSURANCE_CLAIM

JSON payload constituting the auto insurance claim record

INSURANCE_CARD

PDF or Image of the insurance card

STUDENT_ID_CARD

PDF or Image of the Student ID

PROCEEDS_1099_B

PDF of 1099-B

TWN_EDR

PDF of TWN Employment Data Report

FORM_1099_B

PDF or Image of the 1099 B

FORM_1099_CONSOLIDATED

PDF or Image of the Consolidated tax statement

FORM_1099_INT

PDF or Image of the 1099 INT

FORM_1099_DIV

PDF or Image of the 1099 DIV

FORM_1099_OID

PDF or Image of the 1099 OID

FORM_1098

PDF or Image of the 1098

TRANSCRIPT_FILE (string) or PAYSTUB_FILE (string) or W2_FILE (string) or INSURANCE_POLICY (Deprecated) (string) or AUTO_INSURANCE_POLICY (string) or HOME_INSURANCE_POLICY (string) or UNINSURED_MOTORIST_FORM (string) or INSURANCE_CARD (string) or STUDENT_ID_CARD (string) or PROCEEDS_1099_B (string) or TWN_EDR (string) or FORM_1099_B (string) or FORM_1099_CONSOLIDATED (string) or FORM_1099_INT (string) or FORM_1099_DIV (string) or FORM_1099_OID (string) or FORM_1098 (string)

Media type of the source data document

refresh_id
string

Unique ID of a scheduled refresh identified by MeasureOne

required
Array of Source Data Value (object) or Source Data Reference (object) (Source Data Object)

Source data object contains one complete academic record. Multiple source data objects containing source_data_value will result in an error

Responses
200

Successful Response. You can now call the end points to get desired information from a transcript.

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

500

Internal Server Error

post/v3/items/new
Request samples
application/json

Example payload when creating a transcript with M1_DIGEST

{
  • "external_id": "ABCDECD",
  • "datarequest_id": "dr_Cevp4Jw9CIsEeNjpgAAjy2EZt3R\"",
  • "source_data_type": "M1_DIGEST",
  • "source_data": [
    ]
}
Response samples
application/json
{
  • "id": "itm_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "processing_status": "IN_PROGRESS"
}

Upload files

The /items/upload endpoint is used to upload documents containing source data for a new item.
Supported File Types: HTML, JPG, PDF, PNG, TIFF, TIF

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/form-data-upload
files
Array of strings
Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

415

Unsupported Media Type

500

Internal Server Error

post/v3/items/upload
Request samples
application/form-data-upload

Example payload when uploading item as file(s)

{
  "files": [
    "path/to/file.pdf"
  ]
}
Response samples
application/json
[
  • {
    },
  • {
    }
]

Get the details of item

Retrieves an existing Item data. The endpoint can be used once the processing_status for an Item is COMPLETED. It will return Item data in its response payload. If the processing of the Item is not yet complete, it will return the current status of the Item. This API is asynchronous.

The optional data_confidence object, if present, lists data attributes whose extraction accuracy was lower than 95%. Such a scenario can come up when processing images or other unstructured source data items. The attributes are specified as a json path within the corresponding data object. In the event that the data_confidence object is not present (i.e., null), the data extraction should be considered 100% accurate.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
id
required
string

Unique ID of the Item identified by MeasureOne

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

422

Unprocessable Entity

500

Internal Server Error

post/v3/items/get_by_id
Request samples
application/json

Example payload for retrieving the item details

{
  • "id": "itm_Cevp4Jw9CIsEeNjpgAAjy2EZt3R"
}
Response samples
application/json
{
  • "id": "itm_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "external_id": "ABCDECD",
  • "datasource_id": "dts_1skdjflsoer3432ndsldfs",
  • "datarequest_id": "dr_2ILkNTtHEC0Q9dMOBnRB6oL7R69",
  • "media_type": "application/pdf",
  • "source_data": [
    ],
  • "source_data_type": "TRANSCRIPT_FILE",
  • "duplicates": [ ],
  • "refresh_id": "rfs_1233ks2lkdw4i4j2li342podjslfu",
  • "data": {
    },
  • "confidence": {
    },
  • "processing_status": "COMPLETED",
  • "created_at": 1556781225343,
  • "updated_at": 1556781257964
}

Get the list of Items

Get the list of items based on the filter criteria provided. If no filter criteria is provided, it will fetch the latest 200 items.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
object

Filters that can be applied to fetch the list of Items

object
fields
Array of strings

Fields you want in response. Default fields are id, created_at, individual_id, datarequest_id, external_id, datasource_id, processing_status, source_data_type, data

Responses
200

Successful Response.

400

Bad Request

403

Forbidden

405

Method Not Allowed

500

Internal Server Error

post/v3/items/get
Request samples
application/json

Example payload for items/get

{
  • "filters": {
    },
  • "options": {
    },
  • "fields": [
    ]
}
Response samples
application/json
{
  • "rowCount": 1,
  • "results": [
    ]
}

Get item files

The items/get_files endpoint is used to download the source data for an item. The API returns a byte stream of a zip file.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
id
required
string

Unique ID of the Item identified by MeasureOne

Responses
200

Successful Response will return a byte stream of a zip file

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Not found

405

Method Not Allowed

500

Internal Server Error

post/v3/items/get_files
Request samples
application/json

Example payload for retrieving the files for an item

{
  • "id": "itm_Cevp4Jw9CIsEeNjpgAAjy2EZt3R"
}
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Get PDF item

The items/get_pdf endpoint is used to download/view an item as PDF document. The API returns a byte stream of a PDF item file.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

Unique ID of the Item identified by MeasureOne

Responses
200

Successful Response will return a byte stream of a PDF file

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Bad Request

405

Method Not Allowed

500

Internal Server Error

post/v3/items/get_pdf
Request samples
application/json
{
  • "id": "itm_Cevp4Jw9CIsEeNjpgAAjy2EZt3R"
}
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Invitations

MeasureOne offers a framework for initiating the consumer-permissioned data exchange using automatically generated invitations. These invitations contain unique links that refer the user back to the MeasureOne hosted portal in a personalized manner to initiate and complete the consumer-permissioned data exchange. These API endpoints provide a programmatic interface to this framework. Note that a zero code alternative to a programmatic implementation is to use the MeasureOne Customer Dashboard to interface with the Invitations framework.

Create a new InvitationDeprecated

Creates a new invitation. This API is deprecated. Use /datarequests/generate_link and /datarequests/notify_user to create an invitation

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
individual_id
required
string

Unique ID of the Individual identified by MeasureOne

validity
number

Validity in seconds from the created Timestamp. Default is 259200 seconds (3 days) from the created time stamp.

link_only
boolean

Boolean indicating whether to send communication to the Individual or just generate a link. Default is false and MeasureOne sends the Email Communication to the Individual. If false, individual_id is required.

requestor_name
string

Name of the requesting organization / entity

additional_message
string <= 1000 characters

Additional message that you may want to pass to the candidate in the invitation email. This attribute cannot be used when link_only is false.

institution_name
string

Institution name for which you want the candidate to complete verification.

query_type
required
Array of strings
Items Enum: "ACADEMIC_SUMMARY" "ENROLLMENT_STATUS" "EMPLOYMENT_SUMMARY" "INCOME_SUMMARY" "AUTO_INSURANCE_DETAILS" "HOME_INSURANCE_DETAILS" "INCOME_EMPLOYMENT_DETAILS" "REALIZED_GAINS"
Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Invalid Individual ID

405

Method Not Allowed

500

Internal Server Error

post/v3/invitations/new
Request samples
application/json

Submitting invitation new with Institution name

{
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "validity": 259200,
  • "link_only": false,
  • "requester_name": "string value",
  • "additional_message": "Please use this invitation for University of Michigan Ann Arbor",
  • "institution_name": "University of Michigan Ann Arbor",
  • "query_type": [
    ]
}
Response samples
application/json
{
  • "id": "1faOM8Q4efEWIjzdE2SBM2kLq4O"
}

Get the list of invitationsDeprecated

Get the list of invitations based on the filter criteria provided. This API is deprecated. Use /datarequests/get

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
object
Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

500

Internal Server Error

post/v3/invitations/get
Request samples
application/json
{
  • "filters": {
    }
}
Response samples
application/json
[
  • {
    }
]

Get details of an InvitationDeprecated

Get the details of an Invitation. The endpoint will return an error response if the Invitation is not found. This API is deprecated. Use /datarequests/get_by_id

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

MeasureOne recognized Unique ID of the Invitation

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Invalid Invitation ID

405

Method Not Allowed

500

Internal Server Error

post/v3/invitations/get_by_id
Request samples
application/json
{
  • "id": "1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
{
  • "id": "1xkaiwio21ksdj135",
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "updated_at": 1596268104941,
  • "created_at": 1596268104941,
  • "expires_at": 1596468135586,
  • "completed_at": 1596468135586,
  • "status": "USED",
  • "link_only": false,
  • "requester_name": "string value",
  • "additional_message": "Please use this invitation for University of Michigan Ann Arbor",
  • "institution_name": "University of Michigan Ann Arbor",
  • "query_type": [
    ],
  • "expiry_reason": "LINK_EXPIRED",
  • "datasource": {
    }
}

Expire an InvitationDeprecated

Expire an Invitation. The Invitation can be expired only if it has not yet been EXPIRED. An attempt to expire an invitation that is already expired will return an error. This API is deprecated. Use /datarequests/expire_invitation_link

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
id
required
string

MeasureOne recognized Unique ID of the Invitation

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

Invalid Invitation ID

405

Method Not Allowed

500

Internal Server Error

post/v3/invitations/expire
Request samples
application/json
{
  • "id": "1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json

Example payload Bad Requests

{
  • "timestamp": 1585747802495,
  • "error_code": "BAD_REQUEST",
  • "http_code": 400,
  • "error_message": "Invalid JSON"
}

Education

Get academic summary

Provides a summary of academic and educational data, including dates of attendance, degrees achieved, and other fields. Please see response payload for the detailed fields. MeasureOne uses a set of heuristics to make a final determination. These heuristics are summarized in Reason Codes as detailed in the following table.

Reason Codes

Code Description
MAS_DRVD_ATTNDNC_ACAD_SESSION Attendance determined via academic session enrollments
MAS_DRVD_STD_CLSF_CRSE_IN_PRG Courses are in progress
MAS_EXPLICIT_TYPE Enrollment Type explicitly available on the school website
MAS_DRVD_ENRL_TYPE_ENRL_STS Enrollment Type derived based INACTIVE enrollment status
MAS_DRVD_ENRL_TYPE Enrollment Type derived based on credits attempted in currently enrolled term
MAS_DRVD_ENRL_TYPE_PRV_TERM Enrollment Type derived based on credits attempted in the previous enrolled term within 180 days of the date available in the data
MAS_DRVD_ENRL_TYPE_INFR_CRED Enrollment Type derived based on inferred credits attempted
MAS_DRVD_ENRL_TYPE_COOP_CRSE Enrollment Type derived based on enrolled COOP course
MAS_INSUFFICIENT_DATA Attendance record not available
MAS_INSUFFICIENT_DATA Date degree was awarded not available
MAS_INSUFFICIENT_DATA Degree GPA not available
MAS_INSUFFICIENT_DATA Degree majors not available
MAS_INSUFFICIENT_DATA Description of degree not available
MAS_INSUFFICIENT_DATA Number of credits not available
MAS_INSUFFICIENT_DATA Number of degree credits not available
MAS_INSUFFICIENT_DATA Status of student degree not available
MAS_INSUFFICIENT_DATA Student classification data not available
MAS_INSUFFICIENT_DATA Student degree data not available
MAS_INSUFFICIENT_DATA Student GPA not available
MAS_INSUFFICIENT_DATA Type of student degree not available
MAS_INSUFFICIENT_DATA Enrollment Type of student not available
ITEM_ON_HOLD Student transcript(s) on financial hold
MAS_VF_DAC Verification method: Direct school account connection
MAS_VF_USD Verification method: User-submitted transcript
MAS_VF_DAC_USD Verification method: Direct school account connection and one or more user-submitted transcript
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

One or more provided parameters were not found. E.g - individual_id or transaction_id or datarequest_id

409

Conflict

422

Unprocessable Entity. Occurs when academic summary cannot be generated due to data unavailability

500

Internal Server Error

post/v3/services/get_academic_summary
Request samples
application/json
{
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
{
  • "individual": {
    },
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "processing_status": "COMPLETED",
  • "metadata": {
    },
  • "academic_summary": [
    ]
}

Get enrollment status

This endpoint provides an assessment of the student's enrollment status. MeasureOne uses a set of heuristics to make a final determination. These heuristics are summarized in Reason Codes as detailed in the following table.

Reason Codes

Code Description
MES_EXPLICIT_STATUS Enrollment Status explicitly available on school website
MES_CURRENTLY_ENROLLED Currently enrolled in a program
MES_COURSE_IN_PRG One or more courses in progress
MES_COURSE_IN_PRG_DEG_AWD_LT_90 One or more courses in progress but degree awarded before 90 days of the date available in the data
MES_LAST_TERM_LT_180 Last term ended within 180 days of date available in the data
MES_LAST_TERM_LT_180_DEG_AWD_GT_270 Last term ended within 180 days of item creation but degree awarded date is greater than 270 days
MES_COURSE_IN_PRG_DEG_AWD_LT_60 One or more courses in progress, but degree awarded before 60 days of item creation
MES_LAST_TERM_GT_180 Last term ended greater than 180 days of the date available in the data
MES_WITHDRAWN Withdrawn from all programs
MES_VERIFIED_CREDENTIALS Successfully verified Individual’s login credentials
MES_INSUFFICIENT_DATA Insufficient Data
MES_VF_DAC Verification method: Direct school account connection
MES_VF_USD Verification method: User-submitted transcript
MES_VF_DAC_USD Verification method: Direct school account connection and one or more user-submitted transcript
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

One or more provided parameters were not found. E.g - individual_id or transaction_id

405

Method Not Allowed

409

Conflict

422

Unprocessable Entity. Occurs when enrollment status cannot be generated due to data unavailability

500

Internal Server Error

post/v3/services/get_enrollment_status
Request samples
application/json
{
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
{
  • "individual": {
    },
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "processing_status": "COMPLETED",
  • "metadata": {
    },
  • "enrollment_status": [
    ]
}

Get MeritScore

MeasureOne's MeritScore is a proprietary predictive analytic that provides an assessment of an Individual's credit default risk based on an academic transcript. This endpoint calculates and returns the MeritScore based on the Individual's transcript.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
Array of objects
Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

422

Unprocessable Entity

500

Internal Server Error

post/v3/services/meritscore
Request samples
application/json

Example payload for retrieving the MeritScore

{
  • "items": [
    ]
}
Response samples
application/json

Response MeritScore for a transcript

{
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "processing_status": "COMPLETED",
  • "items": [
    ],
  • "meritscore": {
    }
}

Get GradScore

MeasureOne's Gradscore is a proprietary predictive analytic that provides an assessment of an Individual's academic persistence rate (probability of the student to be enrolled or graduated 12 months from measurement). This endpoint calculates and returns the Gradscore based on the Individual's transcript.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
required
Array of objects
Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

422

Unprocessable Entity

500

Internal Server Error

post/v3/services/gradscore
Request samples
application/json

Example payload for retrieving the GradScore

{
  • "items": [
    ]
}
Response samples
application/json

Response GradScore for a transcript

{
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "processing_status": "COMPLETED",
  • "items": [
    ],
  • "gradscore": {
    }
}

Get M1_DIGEST for Transcript

This API also has an asynchronous response. It retrieves transcript metadata and Digest fields. The endpoint can be used once a the processing_status for a transcript is COMPLETED. It will return the M1_DIGEST schema.

SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
id
required
string
Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

405

Method Not Allowed

422

Unprocessable Entity

500

Internal Server Error

post/v3/services/get_digest_by_id
Request samples
application/json

Example payload for retrieving the transcript details

{
  • "id": "itm_Cevp4Jw9CIsEeNjpgAAjy2EZt3R"
}
Response samples
application/json
{
  • "id": "itm_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "external_id": "ABCDECD",
  • "datasource_id": "sch_CaIGVqBRRpETI6fkCyUSpNHbHFo",
  • "media_type": "application/pdf",
  • "source_data_type": "TRANSCRIPT_FILE",
  • "source_data": [
    ],
  • "processing_status": "COMPLETED",
  • "data": {
    },
  • "created_at": 1556781225343,
  • "updated_at": 1556781257964
}

Income & Employment

Get income summary

Retrieves a summary of an Individual's income based on the income related Items, including salary and other income related information. MeasureOne uses a set of heuristics to make a final determination. These heuristics are summarized in Reason Codes as detailed in the following table.

Reason Codes

Code Description
MIE_VF_DPC Verification method: Direct payroll account connection
MIE_VF_USP_BAC Verification method: User-submitted paystub with bank account check
MIE_VF_USP_NO_BAC Verification method: User-submitted paystub without bank account check
MIE_VF_USW2 Verification method: User-submitted W-2
MIE_VF_DPC_USP Verification method: Direct payroll account connection and one or more User-submitted Paystub
MIE_VF_DPC_USW2 Verification method: Direct payroll account connection and User-submitted W-2
MIE_VF_USP_USW2 Verification method: User-submitted one or more Paystub and W-2
MIE_VF_W2 Verification method: W-2 reported income is the wages, tips and other comp. (box 1) as reported on the W-2
MIE_VF_US_EDR Verification method: User-submitted THE WORK NUMBER Employment Data Report
MIE_VF_UCB Verification method: User-connected bank account
MIE_DRVD_EIN Employment Identification Number (ein) derived from W-2
MIE_NI_BEM Net income on Paystub matches with a corresponding entry in the bank statement
MIE_NI_NO_BEM Net income on Paystub does not matches with a corresponding entry in the bank statement
MIE_NID_BEM Net income on Paystub matches with a corresponding entry in the bank statement (Deposit Split)
MIE_INSUFFICIENT_DATA Insufficient information to derive earnings
MIE_INSUFFICIENT_DATA Insufficient information to derive yearly earnings
MIE_INSUFFICIENT_DATA Insufficient information to derive an ein
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

object

Parameters for fetching Income Summary Report

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

One or more provided parameters were not found. E.g - individual_id or transaction_id

405

Method Not Allowed

409

Conflict

422

Unprocessable Entity. Occurs when income summary cannot be generated due to data unavailability

500

Internal Server Error

post/v3/services/get_income_summary
Request samples
application/json
{
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
{
  • "individual": {
    },
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "processing_status": "COMPLETED",
  • "metadata": {
    },
  • "income_summary": [
    ]
}

Get employment summary

Retrieves an summary of an Individual's employment based on employment related Items, including history and status. MeasureOne uses a set of heuristics to make a final determination. These heuristics are summarized in Reason Codes as detailed in the following table.

Reason Codes

Code Description
MIE_VF_DPC Verification method: Direct payroll account connection
MIE_VF_USP_BAC Verification method: Individual-submitted paystub with bank account check
MIE_VF_USP_NO_BAC Verification method: Individual-submitted paystub without bank account check
MIE_VF_US_EDR Verification method: Individual-submitted THE WORK NUMBER Employment Data Report
MIE_DA_ESD Employment start date directly available in source data
MIE_DRVD_ESD Employment start date derived earliest available paystub
MIE_DA_EED Employment end date directly available in source data
MIE_DRVD_EED Employment end date derived from latest paystub
MIE_DA_ROLE Role information directly available in source data
MIE_DA_ES Employment status directly available in source data
MIE_DRVD_ES Employment status derived based on last pay date
MIE_INSUFFICIENT_DATA Insufficient information to derive employment status
MIE_INSUFFICIENT_DATA Insufficient information to derive employee role
MIE_INSUFFICIENT_DATA Insufficient information to derive employment start date
MIE_INSUFFICIENT_DATA Insufficient information to derive employment end date
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

One or more provided parameters were not found. E.g - individual_id or transaction_id

405

Method Not Allowed

409

Conflict

422

Unprocessable Entity. Occurs when employment summary cannot be generated due to data unavailability

500

Internal Server Error

post/v3/services/get_employment_summary
Request samples
application/json
{
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
{
  • "individual": {
    },
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "processing_status": "COMPLETED",
  • "metadata": {
    },
  • "employment_summary": [
    ]
}

Get income employment details (VOIE)

Retrieves details of an Individual's income and employment based on employment/income related Items, including history and status. MeasureOne uses a set of heuristics to make a final determination. These heuristics are summarized in Reason Codes as detailed in the following table.

Reason Codes

Code Description
MIE_VF_DPC Verification method: Direct payroll account connection
MIE_VF_USP_BAC Verification method: User-submitted paystub with bank account check
MIE_VF_USP_NO_BAC Verification method: User-submitted paystub without bank account check
MIE_VF_US_EDR Verification method: User-submitted THE WORK NUMBER Employment Data Report
MIE_VF_USW2 Verification method: User-submitted W-2
MIE_VF_DPC_USP Verification method: Direct payroll account connection and one or more User-submitted Paystub
MIE_VF_DPC_USW2 Verification method: Direct payroll account connection and User-submitted W-2
MIE_VF_USP_USW2 Verification method: User-submitted one or more Paystub and W-2
MIE_VF_W2 Verification method: W-2 reported income is the wages, tips and other comp. (box 1) as reported on the W-2
MIE_VF_UCB Verification method: User-connected bank account
MIE_DA_ESD Employment start date directly available in source data
MIE_DRVD_ESD Employment start date derived earliest available paystub
MIE_DRVD_EIN Employment Identification Number (ein) derived from W-2
MIE_DA_EED Employment end date directly available in source data
MIE_DRVD_EED Employment end date derived from latest paystub
MIE_DA_ROLE Role information directly available in source data
MIE_DA_ES Employment status directly available in source data
MIE_DRVD_ES Employment status derived based on last pay date
MIE_NI_BEM Net income on Paystub matches with a corresponding entry in the bank statement
MIE_NI_NO_BEM Net income on Paystub does not matches with a corresponding entry in the bank statement
MIE_NID_BEM Net income on Paystub matches with a corresponding entry in the bank statement (Deposit Split)
MIE_INSUFFICIENT_DATA Insufficient information to derive employment status
MIE_INSUFFICIENT_DATA Insufficient information to derive employee role
MIE_INSUFFICIENT_DATA Insufficient information to derive employment start date
MIE_INSUFFICIENT_DATA Insufficient information to derive employment end date
MIE_INSUFFICIENT_DATA Insufficient information to derive earnings
MIE_INSUFFICIENT_DATA Insufficient information to derive yearly earnings
MIE_INSUFFICIENT_DATA Insufficient information to derive an ein
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

object

Parameters for fetching Income Summary Report

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

One or more provided parameters were not found. E.g - individual_id or transaction_id or datarequest_id

405

Method Not Allowed

409

Conflict

422

Unprocessable Entity. Occurs when income employment details cannot be generated due to data unavailability

500

Internal Server Error

post/v3/services/get_income_employment_details
Request samples
application/json
{
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
{
  • "individual": {
    },
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "processing_status": "COMPLETED",
  • "metadata": {
    },
  • "income_employment_details": [
    ]
}

Insurance

Get insurance details

Provides insurance details including policy type, policy dates, coverages, premium amount and other fields. Please see response payload for the detailed fields. Following table has reason code for Insurance Details.

Reason Codes

Code Description
MID_VF_DAC Verification method: Direct insurance provider account connection
MID_VF_USD Verification method: User-submitted insurance policy
MID_VF_USIC Verification method: User-submitted insurance card
MID_VF_DAC_USD Verification method: Direct insurance provider account connection and one or more user-submitted insurance policy
MID_INSUFFICIENT_DATA MeasureOne does not have sufficient data to process the requested transaction
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

404

One or more provided parameters were not found. E.g - individual_id or transaction_id or datarequest_id

405

Method Not Allowed

409

Conflict

422

Unprocessable Entity. Occurs when insurance details cannot be generated due to data unavailability

500

Internal Server Error

post/v3/services/get_insurance_details
Request samples
application/json
{
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
{
  • "individual": {
    },
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "processing_status": "COMPLETED",
  • "metadata": {
    },
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "insurance_details": [
    ]
}

Get insurance status

Provides basic insurance information including policy status, policy dates, coverage type and other fields. Please see response payload for the detailed fields. Following table has reason code for Insurance Status.

Reason Codes

Code Description
MIS_VF_DAC Verification method: Direct insurance provider account connection
MIS_VF_USD Verification method: User-submitted insurance policy
MIS_VF_USIC Verification method: User-submitted insurance card
MIS_VF_DAC_USD Verification method: Direct insurance provider account connection and one or more user-submitted insurance policy
MIS_DRVD_STATUS Insurance status derived from coverage dates
MIS_DA_STATUS Insurance status directly available in source data
MIS_INSUFFICIENT_DATA MeasureOne does not have sufficient data to process the requested transaction
MIS_INSUFFICIENT_DATA Insufficient information to derive insurance status
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

object

Parameters for fetching Income Summary Report

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

404

One or more provided parameters were not found. E.g - individual_id or transaction_id or datarequest_id

405

Method Not Allowed

409

Conflict

422

Unprocessable Entity. Occurs when insurance status cannot be generated due to data unavailability

500

Internal Server Error

post/v3/services/get_insurance_status
Request samples
application/json
{
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json
{
  • "individual": {
    },
  • "transaction_id": "trx_1fGUhrSFQ1L4Jd2rOeQiHQgt986",
  • "processing_status": "COMPLETED",
  • "metadata": {
    },
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "insurance_status": [
    ]
}

Tax Records

Get Realized Gains

Provides short-term and long-term realized gains on proceeds from the securities transactions. Please see response payload for the detailed fields. Following table has reason code for Insurance Details.

Reason Codes

Code Description
MRG_VF_DAC Verification method: Direct brokerage account connection
MRG_VF_USD Verification method: User-submitted 1099-B
MRG_VF_DAC_USD Verification method: Direct brokerage account connection and one or more user-submitted 1099-B
SecurityBearer
Request
header Parameters
version
number

Version number of the MeasureOne API you wish to integrate.

Authorization
string <bearer <API_KEY>>

Authorization API Key

Content-type
string <application/json>

Content-type of the request payload. MeasureOne accepts content in application/json format unless specified otherwise

Request Body schema: application/json
One of:
datarequest_id
required
string

Unique ID of the Data Request identified by MeasureOne

metadata
object

metadata can be used for storing additional information in a structured format. metadata will be sent in webhooks and report response.

Responses
200

Successful Response

400

Bad Request

401

Authentication with the API Failed due to invalid token OR unauthorized scope / policy

403

Forbidden

404

One or more provided parameters were not found. E.g - individual_id or transaction_id

405

Method Not Allowed

409

Conflict

422

Unprocessable Entity. Occurs when realized gains cannot be generated due to data unavailability

500

Internal Server Error

post/v3/services/get_realized_gains
Request samples
application/json
{
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O"
}
Response samples
application/json

Response for Realized Gains

{
  • "individual": {
    },
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "transaction_id": "trx_2IV5sn1GPCqGhUnXf1LgH4kSBZg",
  • "processing_status": "COMPLETED",
  • "metadata": {
    },
  • "realized_gains": [
    ]
}

Webhook Events

MeasureOne uses webhooks to notify client applications of certain events. Whenever a notification event occurs we'll submit a POST to your designated webhook URL with information about the event. The webhook URL is configured as part of the onboarding process. You can also provide the webhook details while creating a Data Request

datarequest.report_availableWebhook

Triggered when the report data for a Data Request is available

SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

individual_id
string

Unique ID of the Individual identified by MeasureOne

transaction_id
string

Unique ID of the Transaction identified by MeasureOne

external_id
string

Your identifier for the Individual

report_uri
string

The type of the report.

Enum: "m1_report://EMPLOYMENT_SUMMARY" "m1_report://INCOME_SUMMARY" "m1_report://INCOME_EMPLOYMENT_DETAILS" "m1_report://INSURANCE_DETAILS" "m1_report://INSURANCE_STATUS" "m1_report://ACADEMIC_SUMMARY" "m1_report://ENROLLMENT_STATUS" "m1_report://REALIZED_GAINS"
event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

metadata
object

metadata can be used for storing additional information in a structured format.

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "transaction_id": "trx_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "report_uri": "m1_report://INSURANCE_DETAILS",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "event": "datarequest.report_available",
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru",
  • "metadata": {
    }
}

datarequest.report_errorWebhook

Triggered when an error occurred during generating report for a Data Request

Reason Codes

Reason Code Description
UNSUPPORTED_FORMAT The report could not be generated as the following items are of unsupported format.
UNPROCESSABLE_DOCUMENT_QUALITY The report could not be generated as the following items are unprocessable.
PARTIAL_DOCUMENT The report could not be generated as the following items are partial.
NO_ITEMS The report could not be generated as there are no items for this Individual.
SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
individual_id
string

Unique ID of the Individual identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

external_id
string

Your identifier for the Individual

transaction_id
string

Unique ID of the Transaction identified by MeasureOne

report_uri
string

The type of the report.

Enum: "m1_report://EMPLOYMENT_SUMMARY" "m1_report://INCOME_SUMMARY" "m1_report://INCOME_EMPLOYMENT_DETAILS" "m1_report://INSURANCE_DETAILS" "m1_report://INSURANCE_STATUS" "m1_report://ACADEMIC_SUMMARY" "m1_report://ENROLLMENT_STATUS" "m1_report://REALIZED_GAINS"
metadata
object

metadata can be used for storing additional information in a structured format.

Array of objects

List of reason codes. Helps developer understand what error occurred during report generation.

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "transaction_id": "trx_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "report_uri": "m1_report://INSURANCE_DETAILS",
  • "metadata": {
    },
  • "reason_codes": [
    ],
  • "event": "datarequest.report_error",
  • "is_refresh": false,
  • "refresh_id": null
}

datarequest.items_availableWebhook

Triggered when the data extraction for a Data Request is complete and Items are available. This is triggered when

  • The user has successfully connected their account and MeasureOne has successfully extracted all the documents relevant for the Data Request
  • The user has manually uploaded the required documents for the Data Request
SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

external_id
any

Your identifier for the Individual

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Array of objects

List of items extracted

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "event": "datarequest.items_available",
  • "is_refresh": false,
  • "refresh_id": null,
  • "items": [
    ]
}

datarequest.no_itemsWebhook

Triggered when the data extraction for a Data Request is complete and no Item is available.

SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

external_id
any

Your identifier for the Individual

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "event": "datarequest.no_items",
  • "is_refresh": false,
  • "refresh_id": null
}

datarequest.updates_availableDeprecatedWebhook

Triggered when the updated data for a Data Request is available

SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

individual_id
string

Unique ID of the Individual identified by MeasureOne

transaction_id
string

Unique ID of the Transaction identified by MeasureOne

external_id
string

Your identifier for the Individual

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "transaction_id": "trx_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "event": "datarequest.updates_available",
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru"
}

datarequest.acquisition_completedDeprecatedWebhook

Triggered when the data extraction for a Data Request is complete. This is triggered when

  • The user has successfully connected their account and MeasureOne has successfully extracted all the documents relevant for the Data Request
  • The user has manually uploaded the required documents for the Data Request
SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

external_id
any

Your identifier for the Individual

reason_code
any

Reason code for this webhook

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "event": "datarequest.acquisition_completed",
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru"
}

datarequest.refresh_failedWebhook

Triggered when a scheduled refresh fails

Reason Codes

Reason Code Description
INVALID_CREDENTIALS Refresh could not be completed as available credentials are invalid or no credentials are available.
MFA_REQUIRED Refresh could not be completed as MFA authentication is required.
SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
datasource_id
string

Unique ID of the Datasource identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

connection_id
any

Unique ID of the connection with the Datasource

external_id
any

Your identifier for the Individual

session_id
any

MeasureOne's Unique ID of the session for which the Individual connected their account

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Array of objects

List of reason codes. Helps developer understand what error occurred during datarequest refresh flow.

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "connection_id": "cn_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "datasource_id": "sch_CV8e5Lsvv2S8Wjz9Bpwpr8lm9Ay",
  • "external_id": "ABCDECD",
  • "session_id": "tls_1fGYo0n2ggSN7iROJNkvxFDkovE",
  • "checkcodes_created": true,
  • "event": "datarequest.refresh_failed",
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru",
  • "reason_codes": [
    ]
}

datasource.connectedWebhook

Triggered when a successful connection with the Datasource is established

SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
datasource_id
string

Unique ID of the Datasource identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

connection_id
any

Unique ID of the connection with the Datasource

external_id
any

Your identifier for the Individual

session_id
any

MeasureOne's Unique ID of the session for which the Individual connected their account

checkcodes_created
any

A flag to identify if checkcodes are available for given session

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "connection_id": "cn_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "datasource_id": "sch_CV8e5Lsvv2S8Wjz9Bpwpr8lm9Ay",
  • "external_id": "ABCDECD",
  • "session_id": "tls_1fGYo0n2ggSN7iROJNkvxFDkovE",
  • "checkcodes_created": true,
  • "event": "datasource.connected",
  • "is_refresh": false,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru"
}

transaction.processedWebhook

Triggered when a transaction created while calling services API is completed

SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
transaction_id
string

Unique ID of the Transaction identified by MeasureOne

external_id
any

Your identifier for the Individual

individual_id
any

Unique ID of the Individual identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

metadata
object

metadata can be used for storing additional information in a structured format.

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "transaction_id": "trx_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "individual_id": "idv_1iSADgTyw9NihNmsVRfjwOfdRDk",
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "event": "transaction.processed",
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru",
  • "metadata": {
    }
}

unprocessable.entityWebhook

Triggered when an item received by MeasureOne is not processable.

Reason Codes

Reason Code Description
UNSUPPORTED_FORMAT The item can not be processed due to unsupported format.
UNPROCESSABLE_DOCUMENT_QUALITY The item can not be processed due to unprocessable document quality.
PARTIAL_DOCUMENT The item can not be processed due to partial document.
SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
item_id
string

Unique ID of the Item identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

external_id
any

Your identifier for the Individual

Array of objects

List of reason codes. Helps developer understand what error occurred during processing an item.

item_type
any

Type of the item

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "item_id": "itm_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "individual_id": "idv_1iSADgTyw9NihNmsVRfjwOfdRDk",
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "item_type": "TRANSCRIPT_FILE",
  • "event": "unprocessable.entity",
  • "reason_codes": [
    ],
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru"
}

session.completedDeprecatedWebhook

Triggered when a session gets completed

SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
session_id
string

MeasureOne's Unique ID of the session for which the Individual connected their account

individual_id
any

Unique ID of the Individual identified by MeasureOne

external_id
any

Your identifier for the Individual

event
any

Name of the event

reason_code
any

Reason code for this webhook

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "session_id": "tls_1d7wotXTBnA54hsQEyjq6LwSaZs",
  • "external_id": "ABCDECD",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "event": "session.completed",
  • "reason_code": "DATA_NOT_AVAILABLE"
}

session.rejectedWebhook

Triggered when the Link session cannot be processed. Reason Codes and Description for session.rejected events are in the following table

Reason Codes

Reason Code Description
DATA_NOT_AVAILABLE Individual was able to login successfully but verified data is not available or accessible to MeasureOne.
INCOMPLETE_LOGIN An error occurred during login that is now resolved. Please ask the individual to login again.
SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
individual_id
string

Unique ID of the Individual identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

external_id
string

Your identifier for the Individual

session_id
string

MeasureOne's Unique ID of the session in which

reason_code
string

Reason code for rejection

description
string

Description about the reason_code

event
any

Name of the event

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "session_id": "tls_1fGYo0n2ggSN7iROJNkvxFDkovE",
  • "reason_code": "INCOMPLETE_LOGIN",
  • "description": "An error occurred during login that is now resolved. Please ask the individual to login again",
  • "event": "session.rejected"
}

session.no_loginWebhook

Triggered when the Link widget is closed without a successful connection. Reason Codes and Description for session.no_login events are in the following table.

Reason Codes

Reason Code Description
NO_MATCH_FOUND Could not find matching datasources for the information provided
INSUFFICIENT_CREDENTIALS The individual is unable to provide sufficient credentials to connect their account
LINK_EXPIRED The link expired without use
SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
individual_id
any

Unique ID of the Individual identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

external_id
any

Your identifier for the Individual

reason_code
string

Reason code for this webhook

Enum: "NO_MATCH_FOUND" "INSUFFICIENT_CREDENTIALS" "LINK_TIMEOUT"
description
string

Description of the reason code

event
any

Name of the event

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  • "datarequest_id": "dr_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "reason_code": "NO_MATCH_FOUND",
  • "description": "MeasureOne could not find a matching datasource for the information provided",
  • "event": "session.no_login"
}

item.createdWebhook

Triggered when an item is created. This event can occur in one of the following conditions

  • When MeasureOne extracts the item from the datasource
  • When Individual manually uploads an item through MeasureOne Link
  • When you upload and create an item using /items/new API
SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
item_id
string

Unique ID of the item identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

external_id
any

Your identifier for the Individual

item_type
any

Source Data type of the item

event
any

Name of the event,

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "item_id": "itm_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "item_type": "TRANSCRIPT_FILE",
  • "event": "item.created",
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru"
}

item.processedWebhook

Triggered when an item is processed and data is available to be pulled

SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
item_id
string

Unique ID of the item identified by MeasureOne

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

external_id
any

Your identifier for the Individual

item_type
any

Source Data type of the item

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "item_id": "itm_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDECD",
  • "item_type": "TRANSCRIPT_FILE",
  • "event": "item.processed",
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru"
}

item.unavailableWebhook

Triggered when MeasureOne is unable to extract a specific Item type from the Datasource

SecurityBearer or Basic or Internal or None
Request
Request Body schema: application/json
session_id
string

MeasureOne's Unique ID of the session for which the Individual connected their account

datarequest_id
string

Unique ID of the Data Request identified by MeasureOne

individual_id
any

Unique ID of the Individual identified by MeasureOne

external_id
any

Your identifier for the Individual

item_type
string

Unique ID of the item identified by MeasureOne

reason_code
any

Reason code for this webhook

event
any

Name of the event

is_refresh
any

A flag to identify if event trigger due to a scheduled auto refresh

refresh_id
any

Unique ID of a scheduled refresh identified by MeasureOne

Responses
200

Return a 200 status to indicate that the data was received successfully

Request samples
application/json
{
  • "session_id": "tls_1d7wotXTBnA54hsQEyjq6LwSaZs",
  • "datarequest_id": "dr_1faOM8Q4efEWIjzdE2SBM2kLq4O",
  • "individual_id": "idv_TSEne2SSjP3GvpVrs5HLol4xor2",
  • "external_id": "ABCDED",
  • "item_type": "TRANSCRIPT_FILE",
  • "event": "item.unavailable",
  • "reason_code": "ITEM_UNAVAILABLE",
  • "is_refresh": true,
  • "refresh_id": "rfs_1234ks2lkdw4i4j2li342podjslru"
}

Responding to Webhooks

To acknowledge receipt of a webhook, your endpoint should return a 2xx HTTP status code. Any other information returned in the response headers or response body is ignored.

Webhook Security

MeasureOne's webhook supports JWT and Basic method authorization. The API key configured during the setup of the webhook in the customer onboarding process, will be present in the Authorization header.

M1_ACADEMIC_RECORD

Represents an academic record of an Individual. In other words, M1_ACADEMIC_RECORD is an equivalent of a transcript comprising one or more degrees from the same educational institution. You can use the items/get_by_id endpoint to parse a transcript

transcript_date
string <MM/DD/YYYY>

Date on which the transcript was issued. transcript_date should not be a future date

student_id
string

Unique, school-provided Student ID

other_attributes
object

Any other Attributes which are not defined in M1 TRANSCRIPT

object

Object with information about the Individual, as provided on the transcript

Array of objects

List of parent/guardian/counselor information on the transcript

Array of objects

List of immunization provided on the transcript

Array of objects

List of national, regional, state, or local test records provided on the transcript

Array of objects

List of previous academic records provided on the transcript

object
Deprecated

Object with information about the institution for which the transcript was issued

object

Object with information about the teaching institution for which the transcript was issued

object

Object with information about the degree awarding institution for which the transcript was issued

Array of objects

Summary information about the degree

Array of objects

List of academic sessions provided on the transcript

{
  • "transcript_date": "string",
  • "student_id": "string",
  • "other_attributes": { },
  • "student": {
    },
  • "pgc": [
    ],
  • "immunizations": [
    ],
  • "test_records": [
    ],
  • "previous_academic_record": [
    ],
  • "transcript_institution": {
    },
  • "teaching_institution": {
    },
  • "degree_awarding_institution": {
    },
  • "academic_summary": [
    ],
  • "academic_sessions": [
    ]
}

M1_DIGEST

degree_type
required
string

Granular level of study. Enum HIGH-SCHOOL-DIPLOMA, ASSOCIATE, BACHELORS, MASTERS, MASTERS-RESEARCH, DOCTORAL, CERTIFICATE, DIPLOMA, NON-DEGREE, PROFESSIONAL, UNDERGRADUATE

years_in_school
required
number <double>

Number of years that the Individual has been enrolled, including any breaks between enrollments. Non-zero, non-negative, rounded to two decimals

min_grade
required
string

Lowest grade earned on a course taken

cgpa
required
number <double>

Weighted CGPA, in the 0 to 4 scale, for the combination of courses attended at the transcript-issuing school

last_term_gpa
required
number <double>

GPA, in the 0 to 4 scale, for the last term of attendance

credits_earned
required
number <double>

Total credits earned including transferred credits, converted to a standard semester credit hour system

{
  • "degree_type": "BACHELORS",
  • "years_in_school": 4,
  • "min_grade": "D",
  • "cgpa": 3,
  • "last_term_gpa": 2,
  • "credits_earned": 65
}

M1_INCOME_EMPLOYMENT_RECORD

Representation of the Income Employment record for an individual

record_date
string <MM/DD/YYYY>

Date on which the record was generated

pay_date
string <MM/DD/YYYY>

Payment date

object

Interval for which the income employment details is denoted

object

Details about the employee

object

Details about the employer

Array of objects

Array of objects representing roles of an Individual during their employment

Array of objects

Array of objects representing earnings

Array of objects

Deductions of the employee

Array of objects

Employee Deposits

Array of objects

Benefits for the employee

{
  • "record_date": "string",
  • "pay_date": "string",
  • "interval": {
    },
  • "employee": {
    },
  • "employer": {
    },
  • "roles": [
    ],
  • "earnings": [
    ],
  • "deductions": [
    ],
  • "deposits": [
    ],
  • "benefits": [
    ]
}

M1_INSURANCE_RECORD

record_date
string

Date on which the record was generated

policy_number
string

Policy number

status
string

Policy status

Enum: "ACTIVE" "EXPIRED" "PENDING_ACTIVATION" "PENDING_CANCELLATION" "PENDING_EXPIRATION" "CANCELLED" "UNVERIFIED" "RESCINDED" "NOT_AVAILABLE"
policy_types
Array of strings

Type of Policy

Items Enum: "AUTO" "HOME" "PERSONAL_UMBRELLA"
object

Premium amount of policy

payment_frequency
string

Frequency of payment.

Enum: "ANNUAL" "SEMI_ANNUAL" "QUARTERLY" "MONTHLY" "SEMI_MONTHLY" "OTHER"
object

Insurance coverage period

Array of objects

List of policy holders

object

Details of insurance provider

object

Details of entity to whom premium is remitted

object

Details of insurance agent

Array of objects

List of policy coverages

{
  • "record_date": "string",
  • "policy_number": "string",
  • "status": "ACTIVE",
  • "policy_types": [
    ],
  • "premium_amount": {
    },
  • "payment_frequency": "ANNUAL",
  • "coverage_period": {
    },
  • "policy_holders": [
    ],
  • "insurance_provider": {
    },
  • "remit_to": {
    },
  • "insurance_agent": {
    },
  • "coverages": [
    ]
}

M1_AUTO_INSURANCE_CLAIM_RECORD

Representation of the Auto Insurance claim record for an individual

as_of_date
string

Date on which the record was generated

Array of objects
{
  • "as_of_date": "string",
  • "auto_insurance_claims": [
    ]
}

M1_STUDENT_ID_RECORD

valid_from
string

Student ID valid from

valid_upto
string

Student ID valid upto

object

Object with information about the Student, as provided on Student ID

object

Object with information about the teaching institution

object

Object with information about the degree awarding institution

Array of objects

List of degrees found in Student ID

{
  • "valid_from": "string",
  • "valid_upto": "string",
  • "student": {
    },
  • "teaching_institution": {
    },
  • "degree_awarding_institution": {
    },
  • "degrees": [
    ]
}

M1_W2_RECORD

allocated_tips
string

Tips allocated to the employee by the employer.

object
social_security_tips
string

Tips subject to Social Security tax.

local_wages_tips
string

Local wages and tips.

control_number
string

Control number assigned by the employer.

object
object
object
object
box_12
Array of arrays

Box 12 items, including codes and amounts.

state
string

State code for state wages and taxes.

box_9
string

Verification code for employment-based verification.

dependent_care_benefits
string

Dependent care benefits provided by the employer.

box_14_other
string

Other amounts reported in Box 14.

record_year
integer

Year for which the record is applicable.

object
object
nonqualified_plans
string

Nonqualified plans amount.

object
object
locality_name
string

Name of the locality for local wages and taxes.

object
employer_state_id_number
string

Employer's state identification number.

object
local_income_tax
string

Amount of local income tax withheld.

{
  • "allocated_tips": "string",
  • "employee": {
    },
  • "social_security_tips": "string",
  • "local_wages_tips": "string",
  • "control_number": "string",
  • "federal_income_tax_withheld": {
    },
  • "medicare_tax_withheld": {
    },
  • "employer": {
    },
  • "box_13": {
    },
  • "box_12": [ ],
  • "state": "string",
  • "box_9": "string",
  • "dependent_care_benefits": "string",
  • "box_14_other": "string",
  • "record_year": 0,
  • "state_wages_tips": {
    },
  • "wages_tips_other_comp": {
    },
  • "nonqualified_plans": "string",
  • "social_security_wages": {
    },
  • "social_security_tax_withheld": {
    },
  • "locality_name": "string",
  • "medicare_wages_and_tips": {
    },
  • "employer_state_id_number": "string",
  • "state_income_tax": {
    },
  • "local_income_tax": "string"
}

M1_1099_RECORD

Representation of the 1099 Tax records

record_year
number <YYYY>

Year on which the record was generated

record_date
string <MM/DD/YYYY>

Date on which the record was generated

document_id
string
account_number
string

Account Number as presented on the datasource

fatca_filing_requirement
boolean

Used to show FATCA filing requirement value

void
boolean

Marks the form as void

corrected
boolean

Marks the form as corrected

object

Details of the recipient

object

Details of the payer

object
object
object
object
object (m1_form_1099_B_consolidated)

Representation of the 1099 B

{
  • "record_year": 2024,
  • "record_date": "string",
  • "document_id": "string",
  • "account_number": "string",
  • "fatca_filing_requirement": true,
  • "void": true,
  • "corrected": true,
  • "recipient": {
    },
  • "payer": {
    },
  • "form_1099_div": {
    },
  • "form_1099_int": {
    },
  • "form_1099_misc": {
    },
  • "form_1099_oid": {
    },
  • "form_1099_B": {
    }
}

M1_FORM_1098_RECORD

Representation of the 1098 MORTGAGE_INTEREST

record_year
number <YYYY>

Year on which the record was generated

record_date
string <MM/DD/YYYY>

Date on which the record was generated

void
boolean

Marks the form as void

corrected
boolean

Marks the form as corrected

object

Details of the recipient

object

Details of the payer

account_number
string
Array of objects (M1_FORM_1098 Schema)
object (m1_form_1098)

Representation of the 1098

{
  • "record_year": 2024,
  • "record_date": "string",
  • "void": true,
  • "corrected": true,
  • "recipient": {
    },
  • "payer": {
    },
  • "account_number": "string",
  • "transactions": [
    ],
  • "totals": {
    }
}

M1_REALIZED_GAINS_RECORD

Representation of the 1099 B

as_of_date
number

timestamp when this record was generated

account_number
string

Account Number as presented on the datasource

object

Details of the recipient

object

Details of the payer

Array of objects

List of transactions

object

Realized gain totals

{
  • "as_of_date": 0,
  • "account_number": "string",
  • "recipient": {
    },
  • "payer": {
    },
  • "transactions": [
    ],
  • "totals": {
    }
}

Change Log

This section describes the list of all the relevant updates and breaking changes

  • 3 October, 2024

    Added support for `generate_with_error` parameter for Income Employment Details (VOIE) . This parameter can be used to generate report in case of error as well.

  • 12 September, 2024

    Added support for `ADD_VEHICLE` action Data Request. This feature can be used to add vehicle in the auto insurance policy.

  • 9 September, 2024

    Added support for additional tax source data types `FORM_1099_CONSOLIDATED`, `FORM_1099_INT`, `FORM_1099_DIV`, `FORM_1099_OID`, and `FORM_1098`.

    . This parameter can be used to generate report in case of error as well.

    Added support for additional attributes `connection_method`, `last_connected_at`,`last_connection_status` for datasources in Data Request.

    Added support to get base64 logo for datasources in in datasources/get.

  • 2 September, 2024

    Added support for new endpoint items/get. items/get can be used get the list of items based on the filter criteria provided.

    Added `pay_date` and `ein' in Income summary and Income Employment Details (VOIE).

  • 30 June, 2024

    Added support for CUSTOM Data Request type. Custom Data Requests can be used when you want specific document types and reports to be executed.

    Introduce separate source data types for Auto Insurance Policy (AUTO_INSURANCE_POLICY) and Home Insurance Policy (HOME_INSURANCE_POLICY) and deprecated INSURANCE_POLICY source data type.

  • 30 April, 2024

    Added feature to provide requester logo url while creating DataRequest. Logo provided in requester_logo_url will be used to show requester logo on widget.

  • 11 April, 2024

    Added reference_items in Insurance Details. Items utilized in generating the Insurance Details will be added in reference_items.

  • 3 April, 2024

    Added two new earnings types TRANSFER_IN and OTHER_DEPOSITS. These types will be used for bank based earnings in Income Summary and Income employment details (VOIE).

  • 27 March, 2024

    Added support for new endpoints for managing datarequest refreshes - Enable Refresh and Disable Refresh.

  • 12 March, 2024

    Added support to parse earning breakdown for paystubs. Gross earning breakups will be added in Income Summary and Income employment details (VOIE).

  • 07 March, 2024

    Added bank based income support in Income Summary and Income employment details (VOIE). Income and VOIE summary can be generated with bank account connection.

  • 07 March, 2024

    Added bank based income support in Income Summary and Income employment details (VOIE). Income and VOIE summary can be generated with bank account connection.

  • 08 February, 2024

    Added yearly earnings in Income Summary and Income employment details (VOIE). yearly earnings upto last 2 years will be added in the report.

  • 30 January, 2024

    Added effective_date in refresh_policy in Data Request.

  • 24 January, 2024

    Added refresh_id in /items/get_by_id and /individuals/get_items response. refresh_id will be populated for items created due to data refresh.

  • 25 October, 2023

    Added support for consent object in Data Request. This object holds details of user consent.

  • 11 October, 2023

    Added support for INSURANCE CARD source_data_type in /items/new and /items/get_by_id API endpoints to support insurance card processing.

  • 05 October, 2023

    Added duplicates in /individuals/get_items response. duplicates attribute will have list other Item IDs which are duplicate of an item in a datarequest.

    Added duplicates in /items/get_by_id response. duplicates attribute will have list other Item IDs which are duplicate of an item in a datarequest.

  • 28 September, 2023

    Added x_auth_token_credentials in Data Request. x_auth_token_credentials details can be provided when a fresh authorization token needs to be used when MeasureOne delivers webhook.

  • 13 September, 2023

    Added support for Umbrella policy in Insurance Record.

  • 16 August, 2023

    Added M1_STUDENT_ID_RECORD in Data Types.

    Modified /items/new and /items/get_by_id API endpoints to support student id card processing.

  • 02 August, 2023

    Added a new API endpoint /items/get_pdf in Items resource. This endpoint can be used to download the item as PDF document.

  • 24 July, 2023

    Added new webhooks - report_available, report_error, items_available and no_items.

    Added Reason Codes in 422 responses. Reason Codes will help developer understand what error occurred during processing a service/item.

  • 26 May, 2023

    Added end_date and refresh schedule dates in refresh_policy in Data Request.

    Added a new API endpoint /datarequests/refresh_now in DataRequest resource. This endpoint can be used to refresh data for a Data Request on demand.

  • 19 May, 2023

    WIDGET scope will be considered as default scope if not specified in the public token API.

  • 10 May, 2023

    Added enabled flag in refresh_policy in Data Request. refresh_policy.enabled can be passed as true if you intend to enable auto-refresh for the Data Request.

  • 3 May, 2023

    Added enable_manual_upload flag in request_details in Data Request. enable_manual_upload can be set to true to enable manual upload for the Data Request.

  • 25 Apr, 2023

    Added minor and concentration in /get_academic_summary API.

    Introduced scopes and policy in /auth/generate_public_token API. These attributes help in setting scope of the generated public access token.

  • 10 Apr, 2023

    Added functionality to auto refresh data periodically for Data Request.

  • 22 Mar, 2023

    Introduced Data Request resource. A Data Request specifies or bind together the various elements of a consumer-permissioned data workflow, in particular: the Individual, the type of data requested, the reports to be generated, the Link experience, optional Individual communication and messaging

    Deprecated Invitations resource. Use Data Request resource to generate a link and /datarequests/notify_user to send the communication to the Individual

    Updated Link Configuration to initiate LINK Widget using datarequest_id. Deprecated method of initiating the MeasureOne Link widget with individual_id

  • 20 Mar, 2023

    Added verification method reason codes in Academic Summary, Enrollment Status, Insurance Details, and Realized Gains services.

  • 14 Mar, 2023

    Added additional attribute in Insurance Details object to provide vehicle's make and year information.

  • 01 Dec, 2022

    Added enrollment_type in Academic Summary object to provide student enrollment type information.

  • 21 Oct, 2022

    Added support for a new service /get_income_employment_details. This service can be used to get both employment and income details.

  • 21 Oct, 2022

    Added two new query types AUTO_INSURANCE and HOME_INSURANCE in Invitations

  • 18 Oct, 2022

    Added a new webhook session.completed. This webhook will be triggered when a LINK session gets completed.

  • 18 Aug, 2022

    Added reason code ITEM_ON_HOLD in Academic Summary object. Reason code ITEM_ON_HOLD added when an item is on hold.

  • 08 Aug, 2022

    Added reason codes in Academic Summary object. Reason Codes provides context on how has the academic summary been derived.

  • 03 Aug, 2022

    Added student_classification in Academic Summary object to provide student level information.

  • 08 Jul, 2022

    Added a new API endpoint /individuals/get_items in Individuals resources. This endpoint can be used to get the list of items created for an Individual.

  • 02 Jun, 2022

    Support for new service /get_insurance_details for Insurance domain.
    Support for new source-data-types in /items/new API endpoint.

  • 19 May, 2022

    Added credits in Academic Summary object to provide credit earned information.

  • 01 Apr, 2022

    Added institution_name in Invitations object to provide verification institution name.

  • 19 Jan, 2022

    Modified M1_ACADEMIC_RECORD object to support high school transcript processing.

    Modified reason_codes in /get_income_summary and /get_employment_summary API endpoints.

  • 16 Dec, 2021

    Upgraded LINK with no-popup experience and improved navigation control for the user.

  • 29 Oct, 2021

    Support for data_confidence object in /items/get_by_id API endpoint. The confidence object represents attributes of an item that the system could not extract with high confidence.

  • 01 Oct, 2021

    Support for reason_codes in /get_income_summary and /get_employment_summary API endpoints.

    Added an event itemsCreated in Link. This event is triggered when one or more items are created

  • 29 May, 2021

    Support for check-codes in Link to detect duplicate usage of credentials. This release also introduces link_id in the configuration for Link. With this version, you can now integrate multiple instances of link with different configurations in the your applications

  • 21 May, 2021

    Support for new source-data-types in /items/new API endpoint

  • 03 May, 2021

    Released new version of Link with change in the API platform. These are breaking changes. To migrate to the newer version, please review the migration guide

Migrating to 3.0

Overview

Version 3.0 of the MeasureOne API introduced many new features and capabilites. Unfortunately, it is not backward compatible with v2.0. This guide will walk you through the backward incompatible changes that you need to be aware of while migrating to 3.0

Endpoint Migration

The changes in URL will be applicable if you are using the following endpoints

V2.0 V3.0
/individual/get_academic_summary /services/get_academic_summary
/individual/get_enrollment_status /services/get_enrollment_status
/transcripts/new /items/new
/schools/get /datasources/get
/transcripts/new /items/new
/transcripts/get_by_id /items/get_by_id
/transcripts/get_files /items/get_files
/analytics/meritscore /services/meritscore
/analytics/gradscore /services/gradscore

Payload Changes

This section depicts the changes you may have to do in your

Get Academic Summary

individual.datasource_id has now changed to individual.datasources. You can now pass multiple datasource_ids to get the academic_summary


{
    "individual": {
    "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
    "datasources": ["sch_CaIGVqBRRpETI6fkCyUSpNHbHFo", "sch_CaIGVqBRRpETI6fkCyUS233fbHFo"] // changes in 3.0
    }   
}

Get Enrollment Status

individual.datasource_id has now changed to individual.datasources. You can now pass multiple datasource_ids to get the academic_summary


{
    "individual": {
    "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
    "datasources": ["sch_CaIGVqBRRpETI6fkCyUSpNHbHFo", "sch_CaIGVqBRRpETI6fkCyUS233fbHFo"] // changes in 3.0
    }   
}

Creating a new item

source_data_type has should now be at the top of the payload.


{
  "external_id": "ABCDECD",
  "individual_id": "idv_Cevp4Jw9CIsEeNjpgAAjy2EZt3R",
  "source_data_type": "M1_DIGEST", // changes in 3.0
  "source_data": [
    {
      "referrer": "USER",
      "source_data_value": {
        "degree_type": "BACHELORS",
        "years_in_school": 2,
        "min_grade": "D",
        "cgpa": 3.3,
        "last_term_gpa": 3.5,
        "credits_earned": 65
      }
    }
  ]
}

Migrating to Data Requests

A consumer-permissioned data workflow is initiated and defined by the Data Request resource. A Data Request specifies or binds together the various elements of a consumer-permissioned data workflow, in particular: the Individual, the type of data requested, the reports to be generated, the Link experience, optional Individual communication, and messaging. Migrating to Data Request is an important step required to leverage all the features of MeasureOne If you are using v3 of MeasureOne, and not using Data Requests, the following are the steps you should take.