# alloy-public Documentation
## Guides
- [Retroactively Assigning an External Entity ID](https://developer.alloy.com/public/docs/assigning-an-external-entity-id-later.md)
- [Entity Merging](https://developer.alloy.com/public/docs/entity-merging.md)
- [External Entity ID Best Practices ](https://developer.alloy.com/public/docs/external-entity-id-best-practices.md): How to choose the right Entity identifier for your Alloy integration.
- [Multiple External Entity IDs](https://developer.alloy.com/public/docs/multiple-external-entity-ids.md)
- [Evaluation Use Cases](https://developer.alloy.com/public/docs/entities-evaluations.md)
- [Journey Application Use Cases](https://developer.alloy.com/public/docs/entities-journey-applications.md)
- [Introduction](https://developer.alloy.com/public/docs/using-external-entity-ids.md)
- [Account-Level API Keys](https://developer.alloy.com/public/docs/account-level-api-keys.md)
- [Authentication Guide](https://developer.alloy.com/public/docs/authentication-guide.md)
- [Azure](https://developer.alloy.com/public/docs/azure.md)
- [Generic SAML 2.0](https://developer.alloy.com/public/docs/generic-saml-20.md)
- [How to Configure SAML SSO](https://developer.alloy.com/public/docs/how-to-configure-saml-single-sign-on-sso-with-alloy.md)
- [JumpCloud](https://developer.alloy.com/public/docs/jumpcloud.md)
- [Microsoft ADFS](https://developer.alloy.com/public/docs/microsoft-adfs.md)
- [Okta](https://developer.alloy.com/public/docs/okta.md)
- [How to Configure SCIM](https://developer.alloy.com/public/docs/how-to-configure-scim-system-for-cross-domain-identity-management-with-alloy.md)
- [Azure](https://developer.alloy.com/public/docs/scim-with-azure.md)
- [Okta](https://developer.alloy.com/public/docs/scim-with-okta.md): This is a comprehensive step-step guide to set up SCIM with Okta
- [Application Statuses](https://developer.alloy.com/public/docs/application-statuses.md)
- [Integration](https://developer.alloy.com/public/docs/integration.md)
- [Rerunning Journey Applications](https://developer.alloy.com/public/docs/rerunning-journey-applications.md)
- [API Errors and Latency](https://developer.alloy.com/public/docs/monitoring-api-health-signals.md)
- [Policy Design for Service Failures](https://developer.alloy.com/public/docs/policy-design-for-service-failures.md)
- [Request Handling and Retries](https://developer.alloy.com/public/docs/request-handling-retry.md)
- [Platform Health](https://developer.alloy.com/public/docs/status-alerting.md)
- [Webhooks and Notifications](https://developer.alloy.com/public/docs/webhooks-and-notifications.md)
- [Request Overview](https://developer.alloy.com/public/docs/api-request.md)
- [Decisioning with Events](https://developer.alloy.com/public/docs/decisioning-with-events.md)
- [Event Status & Lifecycles](https://developer.alloy.com/public/docs/event-status-lifecycles.md)
- [Bank Account Created](https://developer.alloy.com/public/docs/event-types-bank-account-created.md): A new Bank Account has been opened.
- [Bank Account Updated](https://developer.alloy.com/public/docs/event-types-bank-account-updated.md): An existing Bank Account has been updated.
- [Business Created](https://developer.alloy.com/public/docs/event-types-business-created.md): A business Entity along with their PII has been created
- [Business Updated](https://developer.alloy.com/public/docs/event-types-business-updated.md): A business Entity has been updated
- [Credentials Updated](https://developer.alloy.com/public/docs/event-types-credentials-updated.md): The credentials for a specific Entity have been updated.
- [Embedded Authentication](https://developer.alloy.com/public/docs/event-types-embedded-authentication.md): A new authentication to an embedded application (Zelle, Bill Pay) has occurred.
- [External Account Created](https://developer.alloy.com/public/docs/event-types-external-account-created.md): An new external or funding Account has been linked.
- [External Account Updated](https://developer.alloy.com/public/docs/event-types-external-account-updated.md): An external or funding Account has been unlinked or re-linked.
- [Login](https://developer.alloy.com/public/docs/event-types-login.md): A login for a specific Entity has occurred.
- [Modify Notification](https://developer.alloy.com/public/docs/event-types-modify-notification.md): The notification settings for a specific Entity have been updated.
- [Person Created](https://developer.alloy.com/public/docs/event-types-person-created.md): A person Entity along with their PII has been created.
- [Person Updated](https://developer.alloy.com/public/docs/event-types-person-updated.md): A person entity has been updated
- [Transaction](https://developer.alloy.com/public/docs/event-types-transaction.md): A transaction for a specific Entity and Bank Account has been created or updated.
- [Event Types](https://developer.alloy.com/public/docs/event-types.md)
- [Linking Funding Accounts](https://developer.alloy.com/public/docs/example-scenario-linking-funding-accounts.md)
- [Logins](https://developer.alloy.com/public/docs/example-scenario-logins.md)
- [Transaction After Suspicious PII Update](https://developer.alloy.com/public/docs/example-scenario-transaction-suspicious-pii-update.md)
- [Verifying PII Updates](https://developer.alloy.com/public/docs/example-scenario-verifying-pii-updates.md)
- [Example Scenarios](https://developer.alloy.com/public/docs/example-ongoing-scenarios.md)
- [Identifying Devices](https://developer.alloy.com/public/docs/devices.md)
- [Transaction Event Mapping](https://developer.alloy.com/public/docs/monitoring-events-transactions.md)
- [Creating Entities and Accounts](https://developer.alloy.com/public/docs/creating-entities-and-bank-accounts-events.md)
- [Data Storing Events](https://developer.alloy.com/public/docs/data-storing-events.md)
- [Integrating with Events](https://developer.alloy.com/public/docs/integrating-with-events.md)
- [Monitoring Events](https://developer.alloy.com/public/docs/monitoring-events.md)
- [Alloy Internal Services](https://developer.alloy.com/public/docs/alloy-internal-services.md)
- [Introduction to Ongoing Monitoring](https://developer.alloy.com/public/docs/introduction-to-ongoing-monitoring.md)
- [Terminology](https://developer.alloy.com/public/docs/ongoing-terminology.md)
- [Android Web SDK Classes & Functions](https://developer.alloy.com/public/docs/alloy-android-web-classes-functions.md)
- [Android Web SDK Installation](https://developer.alloy.com/public/docs/alloy-android-web-sdk-installation.md)
- [Android Webview](https://developer.alloy.com/public/docs/android-webview.md)
- [Step Up Plugins](https://developer.alloy.com/public/docs/document-verification-plugins.md)
- [Alloy Hosted SDK](https://developer.alloy.com/public/docs/alloy-hosted-sdk.md)
- [Web SDK Functions](https://developer.alloy.com/public/docs/alloy-sdk-functions.md)
- [BioCatch Integration](https://developer.alloy.com/public/docs/biocatch-integration.md)
- [Experian FraudNet Integration](https://developer.alloy.com/public/docs/copy-of-socure-digital-intelligence-integration.md)
- [Socure Digital Intelligence Integration](https://developer.alloy.com/public/docs/device-risk.md)
- [Web SDK](https://developer.alloy.com/public/docs/document-verification-web-sdk.md)
- [NeuroID Integration](https://developer.alloy.com/public/docs/neuroid-integration.md): Alloy's SDK supports NeuroID's Behavioral Risk product
- [Alloy SDK Installation](https://developer.alloy.com/public/docs/sdk-installation.md)
- [ThreatMetrix Integration](https://developer.alloy.com/public/docs/threatmetrix-sdk-integration.md)
- [TruValidate (Iovation) Device Risk Integration](https://developer.alloy.com/public/docs/truvalidate-device-risk-integration.md)
- [Web SDK Theme Customization](https://developer.alloy.com/public/docs/web-sdk-theme-customizations.md)
- [iOS Webview](https://developer.alloy.com/public/docs/ios-webview.md)
- [Error Codes](https://developer.alloy.com/public/docs/_errors.md)
- [Data Validation](https://developer.alloy.com/public/docs/data-validation.md)
- [Onboarding with Entity Groups](https://developer.alloy.com/public/docs/onboarding-with-entity-groups.md): This use case will provide an overview of Entity Groups and how to provide Entity Group information to the Journeys API.
- [Ongoing Monitoring with Entity Groups](https://developer.alloy.com/public/docs/ongoing-monitoring-with-entity-groups.md)
- [Basic Authentication](https://developer.alloy.com/public/docs/basic-authentication.md): Availability: All Customers
- [Hash-based Message Authentication Code (HMAC)](https://developer.alloy.com/public/docs/hash-based-message-authentication-code-hmac.md): Availability: on request
- [Authentication Types](https://developer.alloy.com/public/docs/authentication-types.md)
- [Client Credentials](https://developer.alloy.com/public/docs/client-credentials.md): Availability: All Customers
- [OAuth2.0](https://developer.alloy.com/public/docs/oauth20.md): Alloy support two grant types: Client Credentials, and Password.
- [Password](https://developer.alloy.com/public/docs/password.md): Availability: All Customers
- [Best Practices](https://developer.alloy.com/public/docs/best-practices.md)
- [Case Management Events](https://developer.alloy.com/public/docs/cases.md)
- [Investigations Events](https://developer.alloy.com/public/docs/investigations-events.md): Events related to Investigations that will trigger webhooks
- [Journeys Events](https://developer.alloy.com/public/docs/journey-events.md)
- [Retry Logic and Webhook Logs](https://developer.alloy.com/public/docs/retry-logic-and-webhook-logs.md)
- [Webhook Events](https://developer.alloy.com/public/docs/webhook-events.md): Alloy can trigger webhooks for a number of different events
- [Webhooks](https://developer.alloy.com/public/docs/webhooks.md)
- [Alloy Hosted Models](https://developer.alloy.com/public/docs/alloy-hosted-models.md)
- [Custom Model Workflow Configuration](https://developer.alloy.com/public/docs/custom-model-workflow-configuration.md)
- [Customer Hosted Models](https://developer.alloy.com/public/docs/customer-hosted-models.md)
- [Developing & Testing Your Custom Model](https://developer.alloy.com/public/docs/developing-and-testing-your-custom-model.md)
- [Introduction to Custom Models](https://developer.alloy.com/public/docs/introduction-to-custom-models.md)
- [Define Published Attributes](https://developer.alloy.com/public/docs/define-published-attributes.md)
- [Custom Attributes (Published Attributes)](https://developer.alloy.com/public/docs/published-attributes.md)
- [Output Attribute Usage](https://developer.alloy.com/public/docs/output-attribute-usage.md)
- [Publishing New Values](https://developer.alloy.com/public/docs/publishing-new-values.md)
## API Reference
- [Update an account](https://developer.alloy.com/public/reference/patch_accounts-bank-account-token.md)
- [Create an account](https://developer.alloy.com/public/reference/post_accounts.md)
- [Get a single bank account, with historical and entity data, by unique token or identifier.](https://developer.alloy.com/public/reference/get_bank-accounts-account-identifier-or-token.md): Retrieves a single bank account uniquely defined by a bank account token or external account identifier. Bank account tokens are alphanumeric characters that start with a prefix "A-". External account identifers are strings provided by services or clients.
- [Get Information Related to a Batch](https://developer.alloy.com/public/reference/get_batches-batch-token-2.md)
- [Get a list of all possible cases created using Alloy Case Management.](https://developer.alloy.com/public/reference/get_cases-2.md): Retrieves the list of all cases, for the provided filter parameters
- [Get a case by a uniquely defined case token](https://developer.alloy.com/public/reference/get_cases-case-token-2.md): Retrieves a single case uniquely defined by a case token. Case tokens are alphanumeric characters that start with a prefix "C-".
- [Get case evidences by case token](https://developer.alloy.com/public/reference/get_cases-case-token-evidences-2.md): Retrieves a list of case evidences uniquely defined by a case token. Case tokens are alphanumeric characters that start with a prefix "C-".
- [Show dataset related to a case-generating tag](https://developer.alloy.com/public/reference/get_cases-case-token-evidences-evaluation-token-alert.md): When activity results in case creation through an evaluation, this will return activity data that meets the tag criteria. This can include transaction data, PII updates, account data, sanctions screening data, or even more.
- [Get case works for a case](https://developer.alloy.com/public/reference/get_cases-case-token-works-2.md): Retrieves a list of case works defined for a given case by a case token. Case work is any action an agent takes on a case. Some examples of types of work are `closure` (close a case), `status` (change case status), `assignment_created` (assigning an agent), or `note` (leave a note on a case). All type of case work can have a note.
- [Create a case evidence](https://developer.alloy.com/public/reference/post_cases-case-token-evidences.md): Create a new manual tag and/or line item associated to an existing case
- [Create a case work (single)](https://developer.alloy.com/public/reference/post_cases-case-token-works.md): Enables an agent to take action on a single case at a time. There are nine types of actions that can be taken on an individual level: `assignment_created` (assigning a user to the cases), `assignment_removed` (unassigning a user to the cases), `status` (changing the statuses), `closure` (closing the cases), `note` (adding a note to a case), `read` (viewing a case after an update) `manual_evidence_added` (when a tag or line item is manually added to a case), `case_escalation_created` (a case was re-assigned and escalated), and finally `case_escalation_removed` (a case escalation was removed).
- [Create a case work (multi)](https://developer.alloy.com/public/reference/post_cases-multi-works.md): Enables an agent to take action on multiple cases at once. There are four types of actions that can be taken on a bulk level: `assignment_created` (assigning a user to the cases), `assignment_removed` (unassigning a user to the cases), `status` (changing the statuses), and `closure` (closing the cases).
- [Get a Specific Custom List Version](https://developer.alloy.com/public/reference/get_custom-lists-customlisttoken-versions-version.md): Return the data and metadata for a specific version of a custom list
- [Get Custom List Versions](https://developer.alloy.com/public/reference/get_custom-lists-customlisttoken.md): Return all versions of the specified custom list
- [Get all Custom Lists](https://developer.alloy.com/public/reference/get_custom-lists.md): Returns the set of all Custom Lists created per customer
- [Update Custom List Metadata](https://developer.alloy.com/public/reference/patch_custom-lists-customlisttoken.md): Update the name or description of a custom list
- [Activate a Custom List Version](https://developer.alloy.com/public/reference/post_custom-lists-customlisttoken-activate-major-version.md): Activate a specific major version of a custom list. The actual list version used in a realtime evaluation will be the latest minor version for the major version.
- [Create a new Custom List Version](https://developer.alloy.com/public/reference/post_custom-lists-customlisttoken-versions.md):
- To create a new major version of a list:
- - Define or update columns and provide entries.
- To create a new minor version of a list:
- - Add entries to an existing version.
- - Delete entries from an existing version.
- - Modify entries in an existing version.
- - Replace all entries in an existing version.
- - Restore an existing version.
- [Create a New Custom List](https://developer.alloy.com/public/reference/post_custom-lists.md): Create a new custom list with input metadata
- [Get a List of All Documents for an Entity](https://developer.alloy.com/public/reference/get_entities-entity-token-documents-2.md): All documents for an entity can be queried using this endpoint. All metadata for the documents is available, but the documents themselves must be downloaded individually.
- [Download a Document](https://developer.alloy.com/public/reference/get_entities-entity-token-documents-document-token-2.md): This endpoint will return a file stream of the requested document.
- [Update Document Metadata](https://developer.alloy.com/public/reference/patch_entities-entity-token-documents-document-token-2.md): If you want to mark a document as “approved” or “denied” (if you have a document review process), or just change the name or type of a document, you can do so with the PATCH endpoint.
- [Describe a Document Before an Entity is Created](https://developer.alloy.com/public/reference/post_documents-2.md)
- [Describe a Document Before Uploading](https://developer.alloy.com/public/reference/post_entities-entity-token-documents-2.md): The document upload API is a two-step process. First, the metadata for the document is specified, and the API returns a file identifier so the file can be streamed directly to the next endpoint. You’ll need to look for the document_token returned in the response because that is necessary to pass to the next endpoint for streaming the file.
- [Add Notes to a Document](https://developer.alloy.com/public/reference/post_entities-entity-token-documents-document-token-notes-2.md): You can add an unlimited amount of notes to a document to keep track of whatever information is needed. All you need is to pass the note along with the email of the author of the note (must be a user associated with your customer account) to this API endpoint.
- [Submit a Document File Before an Entity is Created](https://developer.alloy.com/public/reference/put_documents-document-token-2.md): Now that that metadata for the file has been specified, you just need to stream the file to the location we’ve allocated for it. The response should be the same as for the preceding `POST` request endpoint except `uploaded` will be true.
- [Submit a Document File for an Entity](https://developer.alloy.com/public/reference/put_entities-entity-token-documents-document-token-2.md): Now that that metadata for the file has been specified, you just need to stream the file to the location we’ve allocated for it. The response should be the same as for the preceding `POST` request endpoint except `uploaded` will be true.
- [Get a business entity](https://developer.alloy.com/public/reference/get_entities-businesses-entity-token.md): Retrieves information associated with specified business entity token
- [Get Information Related to an Entity](https://developer.alloy.com/public/reference/get_entities-entity-token-2.md)
- [Get An Evaluation](https://developer.alloy.com/public/reference/get_entities-entity-token-evaluations-evaluation-token-2.md): If you want to look up the result of a previously-run evaluation, you can use the API to get the exact same response that was returned from POST /evaluations originally. Here is the endpoint for getting that information.
- [Get a person entity](https://developer.alloy.com/public/reference/get_entities-persons-entity-token.md): Retrieves information associated with specified person entity token This endpoint supports the Alloy Entity token or your `external_entity_id`.
- [Update a business entity](https://developer.alloy.com/public/reference/patch_entities-businesses-entity-token.md): Using a business entity token, update entity with provided information
- [Update a person entity](https://developer.alloy.com/public/reference/patch_entities-persons-entity-token.md): Using a person entity token, update entity with provided information
- [Create a business entity](https://developer.alloy.com/public/reference/post_entities-businesses.md): Creates a business entity
- [Add a Note for an Entity](https://developer.alloy.com/public/reference/post_entities-entity-token-notes-2.md): Adds a note to an existing entity.
- [Merge two entities](https://developer.alloy.com/public/reference/post_entities-merge.md): Merge the properties of the secondary entity into the primary entity. Required - one of (primary_entity_token / primary_external_entity_id) and one of (secondary_entity_token and secondary_external_entity_id).
- [Create a person entity](https://developer.alloy.com/public/reference/post_entities-persons.md): Creates a person entity
- [Get entity feedback](https://developer.alloy.com/public/reference/get_entity-feedback.md): Get a list of entity feedback
- [Append entity feedback](https://developer.alloy.com/public/reference/post_entity-feedback.md): Insert a list of entity feedback while leaving the rest of the existing entity feedback intact
- [Get information about an Entity Group](https://developer.alloy.com/public/reference/get_entity-groups-entity-token-or-external-id.md): Using an Entity Group's token or external identifier, get information about the Entity Group and its relationships
- [View Evaluation](https://developer.alloy.com/public/reference/get_evaluations-evaluation-token.md)
- [Returns a list of required and optional inputs](https://developer.alloy.com/public/reference/get_parameters.md): Given a workflow specified by the header, the API returns a list of required and optional inputs for running an evaluation through the designated workflow. Alloy's API is dynamic, and thus the input parameters vary depending on which services are run and how the workflow is configured. Hitting the `GET /parameters` endpoint will show exactly what your initial `POST /evaluations` request to the Alloy API should look like. All attributes will either be always required, conditionally required, or optional. For instance, in the example here, you either have to pass `document_ssn` OR both `document_license` and `document_license_state`. Note that this response body is just an example, and the exact parameters of your workflow version will vary.
- [Update Partial Audit Access for Evaluation](https://developer.alloy.com/public/reference/patch_evaluations-evaluation-token-auditaccess.md): Updates the partial audit access permissions for an evaluation. This endpoint allows child customers in an Embedded Finance setup to grant partial audit access to parent organizations. Partial audit access enables parent organizations to view specific evaluations without having full access to all data in the child account. This is useful for compliance, monitoring, and oversight purposes while maintaining appropriate data boundaries between organizations. **Important Notes:** - This endpoint can only be called by child customers in an Embedded Finance relationship. - Only parent organizations with `partial_audit` access type can be granted access via this endpoint. - The request must include the `alloy-audit-account-slugs` header with comma-separated organization slugs. - Access is managed at the evaluation, entity, and related resource (e.g., bank accounts) level. - Previously granted access can be revoked by omitting the organization slug from subsequent requests.
- [Updates an evaluation](https://developer.alloy.com/public/reference/patch_evaluations-evaluation-token.md): Updates an existing unresolved evaluation (waiting on required inputs), data supplied in the request body will be merged with data supplied from the initial `POST` request. Note that `null` values supplied for fields in the request body are treated as "do no change" and no updates will happen with those fields.
- [Runs an evaluation](https://developer.alloy.com/public/reference/post_evaluations.md): Given a workflow specified by the header, the API will run an evaluation with the provided payload. Alloy's API is dynamic, and thus the input parameters vary depending on which services are run and how the workflow is configured.
- [Get an event by token](https://developer.alloy.com/public/reference/get_events-event-request-token.md): Retrieves a previously submitted event by its event request token, including the original request body.
- [Get the schema for request event type](https://developer.alloy.com/public/reference/get_events-schema.md): Retrieves the schema for requested event type
- [Create an event](https://developer.alloy.com/public/reference/post_events.md)
- [Get Information Related to a Group](https://developer.alloy.com/public/reference/get_groups-entity-token.md)
- [Post a Group Evaluation](https://developer.alloy.com/public/reference/post_groups-grouptoken-evaluations.md): Given a workflow with a Group Service, this endpoint can evaluate a group of entities with this endpoint.
- [Add note to a group](https://developer.alloy.com/public/reference/post_groups-grouptoken-notes.md)
- [Get list of assignable agents](https://developer.alloy.com/public/reference/get_investigations-assignable-agents.md): Returns all available agents
- [Get Investigation filters](https://developer.alloy.com/public/reference/get_investigations-filters.md): Returns all the currently used filters in all investigations
- [Get an Investigation Alert](https://developer.alloy.com/public/reference/get_investigations-investigation-token-alerts-journey-application-token.md): Returns an alert associated with an investigation
- [Get an Investigation](https://developer.alloy.com/public/reference/get_investigations-investigation-token.md): Returns the details of an individual Investigation.
- [Get list of Investigation types](https://developer.alloy.com/public/reference/get_investigations-types.md): Retrieves a filterable paginated list of investigation types
- [Get list of Investigation type use cases](https://developer.alloy.com/public/reference/get_investigations-use-cases.md): Retrieves a list of investigation type use cases
- [Get list of Investigations](https://developer.alloy.com/public/reference/get_investigations.md): Retrieves a filterable paginated list of investigations
- [Investigations](https://developer.alloy.com/public/reference/investigations.md)
- [Update Investigation Evidences](https://developer.alloy.com/public/reference/patch_investigations-investigation-token-evidences.md): Updates the Investigation with Evidences.
- [Archive Investigation type](https://developer.alloy.com/public/reference/patch_investigations-types-archive.md): Archives an Investigation type
- [Delete Investigation type](https://developer.alloy.com/public/reference/patch_investigations-types-delete-investigation-type.md): Delets an Investigation type
- [Unarchive Investigation type](https://developer.alloy.com/public/reference/patch_investigations-types-unarchive.md): Unarchives an Investigation type
- [Review an Investigation Alert](https://developer.alloy.com/public/reference/post_investigations-investigation-token-alerts-journey-application-token-review-manual-review-token-review.md): Reviews an alert attached to an investigation
- [Add note to Investigation](https://developer.alloy.com/public/reference/post_investigations-investigation-token-notes.md): Add a note to an investigation
- [Create Investigation type](https://developer.alloy.com/public/reference/post_investigations-types.md): Creates an Investigation type
- [Create an Investigation](https://developer.alloy.com/public/reference/post_investigations.md): Manually creates a new Investigation
- [Archive Investigations](https://developer.alloy.com/public/reference/put_investigations-archive.md): Archives one or more Investigations
- [Assign Investigations](https://developer.alloy.com/public/reference/put_investigations-assign.md): Assigns one or more Investigations to an Agent
- [Assign an Investigation Alert to an Agent](https://developer.alloy.com/public/reference/put_investigations-investigation-token-alerts-journey-application-token-assign.md): Assigns an Investigation Alert to an Agent
- [Append a review to an Investigation Alert](https://developer.alloy.com/public/reference/put_investigations-investigation-token-alerts-journey-application-token-review.md): Appends a review to an Investigation Alert
- [Unassign an Alert from an Investigation](https://developer.alloy.com/public/reference/put_investigations-investigation-token-alerts-journey-application-token-unassign.md): Unassign Agents from an Investigation Alert
- [Promote Investigation Alert to Case Review](https://developer.alloy.com/public/reference/put_investigations-investigation-token-promote.md): Promotes an Investigation from Alert Review to Case Review.
- [Review and close an investigation](https://developer.alloy.com/public/reference/put_investigations-investigation-token-review.md): Reviews an investigation and closes it.
- [Unarchive Investigations](https://developer.alloy.com/public/reference/put_investigations-unarchive.md): Unarchives one or more Investigations
- [Unassign Investigations](https://developer.alloy.com/public/reference/put_investigations-unassign.md): Unassign one or more Investigations
- [Get latest Journey Application by External Application ID](https://developer.alloy.com/public/reference/get_journeys-applications-ext-external-application-id-latest.md): This endpoint retrieves the latest (i.e. most recently created) Application associated with the supplied External Application ID. If the `journeyToken` query parameter is provided, the retrieved Application will be the latest Application associated with that particular Journey and the External Application ID.
- [Get Journey Applications by Alloy Entity Token or External Entity ID.](https://developer.alloy.com/public/reference/get_journeys-entities-external-entity-id-applications.md): This endpoint retrieves a list of Journey Applications associated with the supplied Alloy Entity Token or an External Entity ID.
- [Get Journey Application Notes](https://developer.alloy.com/public/reference/get_journeys-journey-token-applications-journey-application-token-notes.md): Retrieve all notes associated with the specified Journey Application
- [Get Alert Manual Review Token](https://developer.alloy.com/public/reference/get_journeys-journey-token-applications-journey-application-token-review-manual-review-token.md): Retrieve an alert manual review by token
- [Get Journey Application](https://developer.alloy.com/public/reference/get_journeys-journey-token-applications-journey-application-token.md): Returns relevant data associated with a journey application.
- [Get Batch Journey Applications](https://developer.alloy.com/public/reference/get_journeys-journey-token-batches-journey-batch-token-applications.md): Get list of journey applications for specified batch.
- [Get Journey Application Batch Summary](https://developer.alloy.com/public/reference/get_journeys-journey-token-batches-journey-batch-token.md): Get details about a specific journey application batch.
- [Get Journey Parameters](https://developer.alloy.com/public/reference/get_journeys-journey-token-parameters.md): This endpoint retrieves the required and optional parameters for all workflow nodes in the given Journey. The parameters will be aggregated and segmented by branch and then by workflow. Any workflow that exists more than once within a branch will be deduplicated in the response for that branch.
- [Get Journey Schema](https://developer.alloy.com/public/reference/get_journeys-journey-token-schema.md): This endpoint retrieves the required and optional parameters for a given Journey. The parameters will be aggregated and segmented by branch.
- [Update Partial Audit Access for Journey Application](https://developer.alloy.com/public/reference/patch_journeys-journey-token-applications-journey-application-token-auditaccess.md): Updates the partial audit access permissions for a journey application and all associated evaluations, entities, and resources. This endpoint allows child customers in an Embedded Finance setup to grant partial audit access to parent organizations. Partial audit access enables parent organizations to view specific journey applications and their related data without having full access to all data in the child account. This is useful for compliance, monitoring, and oversight purposes while maintaining appropriate data boundaries between organizations. **Important Notes:** - This endpoint can only be called by child customers in an Embedded Finance relationship. - Only parent organizations with `partial_audit` access type can be granted access via this endpoint. - The request must include the `alloy-audit-account-slugs` header with comma-separated organization slugs. - Access is managed at multiple levels including: - Journey Application - All evaluations within the application - All entities associated with the evaluations - Related resources (e.g., bank accounts for transaction evaluations) - Previously granted access can be revoked by omitting the organization slug from subsequent requests.
- [Rerun latest Journey Application by External Application ID](https://developer.alloy.com/public/reference/post_journeys-applications-ext-external-application-id-latest-rerun.md): This endpoint reruns the latest (i.e. most recently created) Application associated with the supplied External Application ID. If the `journeyToken` query parameter is provided, the retrieved Application will be the latest Application associated with that particular Journey and the External Application ID. Just as with our other rerun endpoint, this will create a new Journey Application.
- [Manual Review Entity Application](https://developer.alloy.com/public/reference/post_journeys-journey-token-applications-journey-application-token-cases-case-token-review.md): If an entity application has the status `waiting_review`, this endpoint can be used to inform the system of the outcome of the manual review and submit review notes. In the first request for a given case, the outcome and optionally reason and note are submitted. In subsequent requests for the same case, only the note is allowed, as the review is closed and no longer accepting new outcomes or reasons.
- [Create Journey Application Note](https://developer.alloy.com/public/reference/post_journeys-journey-token-applications-journey-application-token-notes.md): Create a note associated with the specified Journey Application
- [Rerun Journey Application](https://developer.alloy.com/public/reference/post_journeys-journey-token-applications-journey-application-token-rerun.md): This endpoint re-runs an application that has already been run through Alloy. It will be run through the currently active version of the Journey, and will default to re-using the same payload as the original, but does allow for the user to optionally alter that original payload. The options for altering are the following: - Edit any of the payload information for any of the entities in the application by including, within an object in the `entities` array, the `entity_token` of the entity to be altered. Include any number of fields to be altered. Assign a value of null for any field you want to exclude. - Add any number of new entities to the application by including new entity objects in the payload. - Delete entire entities by putting these entity tokens to be deleted into an array called `exclude_entity_tokens` (at least one entity must remain). Any of the below headers used with the original application will also be used here. To change the value of the header, include the updated value with this request.
- [Manual Review Journey Application](https://developer.alloy.com/public/reference/post_journeys-journey-token-applications-journey-application-token-review.md): If a journey application has the status `pending_journey_application_review`, this endpoint can be used to inform the system of the outcome of the manual review and submit review notes. The outcome submitted here will be the final outcome of the journey application.
- [Create Journey Application](https://developer.alloy.com/public/reference/post_journeys-journey-token-applications.md): Create a journey application for one or more entities.
- [Create Journey Application Batch](https://developer.alloy.com/public/reference/post_journeys-journey-token-batches.md): Create a batch of journey applications by passing in a list of entities, grouped into different applications by the multi_entity_application_batch_key that can be optionally supplied for each entity
- [Update latest Journey Application by External Application ID](https://developer.alloy.com/public/reference/put_journeys-applications-ext-external-application-id-latest.md): This endpoint allows you to update the latest (i.e. most recently created) Application associated with the supplied External Application ID. If the `journeyToken` query parameter is provided, the retrieved Application will be the latest Application associated with that particular Journey and the External Application ID. The use cases for the endpoint are elaborated in the regular "Update Journey Application" endpoint.
- [Update Journey Application Action Node](https://developer.alloy.com/public/reference/put_journeys-journey-token-applications-journey-application-token-nodes-node-id.md): If an entity application has the status `pending_action`, this endpoint must be used to inform the system of the outcome of the action and advance the application accordingly. For multi-entity applications, the entity application must be identified by sending either `entity_application_token`, `entity_token`, or `external_entity_id`. See those parameters' descriptions for more detail. If the action has been configured to expire, the system checks if an action has expired every 12 hours from the time the application visits the action node. The system also checks for expiration if a request to this endpoint is made, and the application will advance according to the journey configuration if the action node has expired. Additional data can also be optionally sent to the subsequent nodes in order to update the application.
- [Update Journey Application](https://developer.alloy.com/public/reference/put_journeys-journey-token-applications-journey-application-token.md): This endpoint has 3 different use cases: * Send the additional or updated data required to advance the application. * Only available if one or more entity applications have the statuses `pending_documents`, `pending_step_up`, or `data_request`. * Send new, additional entities to be processed. * Only available if the parameter `do_await_additional_entities` was set to `true` in the POST request to create the journey application. * Inform the system that the user has finished sending all additional entities by passing the parameter `has_finished_sending_additional_entities` with value `true`. * Only available if the parameter `do_await_additional_entities` was set to `true` in the POST request to create the journey application. Any of the headers used with the original application (ex: `alloy-sandbox`) will also be used here.
- [Get one List's entities](https://developer.alloy.com/public/reference/get_lists-list-token.md): Return all entities belonging to the specified List
- [Get all Lists](https://developer.alloy.com/public/reference/get_lists.md): Returns the set of all Lists for your account
- [Add an entity to a List](https://developer.alloy.com/public/reference/post_lists-list-token.md): Add an individual to a List while leaving the rest of the List's records intact
- [Create a new list](https://developer.alloy.com/public/reference/post_lists.md): Create a new list with input metadata
- [Update list metadata](https://developer.alloy.com/public/reference/put_lists-list-token-meta.md): Update list name or description
- [Replace the entire List](https://developer.alloy.com/public/reference/put_lists-list-token.md): Overwrite the entire List with the contents of the submitted array
- [Generate a new OAuth bearer token from the given client credentials.](https://developer.alloy.com/public/reference/post_oauth-bearer-2.md): Application token and application secret MUST be provided, either as properties in the JSON body, or in the Authorization header. The returned bearer token will allow the client all the same access permissions as the given application token and secret. Bearer tokens are sent in the `Authorization` header in the form `Bearer `. All bearer tokens expire one hour from generation.
- [Validate a bearer token.](https://developer.alloy.com/public/reference/post_oauth-validate-2.md): Check if a given bearer token is valid and unexpired. **Note that** the bearer token MUST be sent in the JSON body; it CANNOT be sent as an Authorization header.
- [Rerun a portfolio evaluation](https://developer.alloy.com/public/reference/post_portfolio-evaluations-portfolio-evaluation-token-rerun.md): Reruns a portfolio evaluation that has already been run. A new portfolio evaluation token is generated for the rerun. The workflow version and the run-as-of time are the same as the original.
- [Runs a portfolio evaluation](https://developer.alloy.com/public/reference/post_portfolio-evaluations.md): Given a portfolio workflow specified by the header, the API will run a portfolio evaluation.
- [Get Published Attribute Values for an Entity](https://developer.alloy.com/public/reference/get_published-attributes-published-attribute-token-values.md)
- [Get Published Attribute](https://developer.alloy.com/public/reference/get_published-attributes-published-attribute-token.md)
- [List Published Attributes](https://developer.alloy.com/public/reference/get_published-attributes.md)
- [Update Published Attribute](https://developer.alloy.com/public/reference/patch_published-attributes-published-attribute-token.md)
- [Create Published Attribute Values](https://developer.alloy.com/public/reference/post_published-attributes-published-attribute-token-values.md)
- [Create Published Attribute](https://developer.alloy.com/public/reference/post_published-attributes.md)
- [Retrieve All Reviews for an Entity](https://developer.alloy.com/public/reference/get_entities-entity-token-reviews-2.md)
- [Retrieve a Review](https://developer.alloy.com/public/reference/get_entities-entity-token-reviews-review-token-2.md)
- [Create a Review for an Entity](https://developer.alloy.com/public/reference/post_entities-entity-token-reviews-2.md): When an evaluation is assigned a “Manual Review” outcome, it goes to the Review Queue. While evaluations can be managed in the dashboard, it is also possible to change a status via API. This endpoint can only be used for non-Journey evaluations. To review Journey or Entity applications, see the Journeys section. **A few things to note:** * The agent whose email you include in the body of the request must be an agent on the account (View agents on the account via the main page of your account under "Agents"). * The chosen outcome for the evaluation, as well as the reason given for that outcome in the body of the API request, must perfectly match those set up in Settings --> Review Reasons.
- [Add a Note to a Review.](https://developer.alloy.com/public/reference/post_entities-entity-token-reviews-review-token-notes-2.md)
- [Create a Review for a Group.](https://developer.alloy.com/public/reference/post_groups-group-token-reviews-2.md)
- [Add a Note to a Review Group.](https://developer.alloy.com/public/reference/post_groups-group-token-reviews-review-token-notes.md)
- [Get a transaction.](https://developer.alloy.com/public/reference/get_transactions-transaction-id.md): Retrieves a Transaction by external transaction ID. *Note*: If you are using the Alloy Events API, you do not need to use any of the Transactions endpoints. All data should be sent through the Events API with a relevant `event_type`.
- [Update a transaction.](https://developer.alloy.com/public/reference/patch_transactions-transaction-id.md): Updates a Transaction by external transaction ID. *Note*: If you are using the Alloy Events API, you do not need to use any of the Transactions endpoints. All data should be sent through the Events API with a relevant `event_type`.
- [Sandbox vs. Production](https://developer.alloy.com/public/reference/sandbox-vs-production.md)
## Recipes
- [Doc Verification SDK Initialization Parameters](https://developer.alloy.com/public/recipes/doc-verification-sdk-initialization-parameters.md)
- [Run Sandbox Application through Journey](https://developer.alloy.com/public/recipes/run-sandbox-application-through-journey.md)
- [Trigger Alloy's Doc Verification SDK](https://developer.alloy.com/public/recipes/trigger-alloys-doc-verification-sdk.md)