October 11, 2022
ISSUE #
31

The Classifications API

New updates and improvements to Herald's API.

The Classifications API

We’ve already simplified the process to classify an applicant with Herald Codes. This week we took it a step further by releasing our [.h-endpoint-link]/classifications[.h-endpoint-link] endpoint.

The classifications API allows customers to get classifications to classify an applicant. Each classification includes the Herald Code needed to classify the applicant with Herald, along with the description and 6-Digit code defined by NAICS.

Copied

{
    "id": "j8de53",
    "description": "Law firms",
    "naics_2017_6_digit": "541110",
    "naics_2017_6_digit_description": "Offices of Lawyers"
},
 

This endpoint supports a [.h-code]search[.h-code] query, enabling our customers to build front-end industry search to classify applicants easily. Search results are powered by Elasticsearch, enabling fuzzy search and prioritizing results based on a number of factors. Learn more about the classifications API here.

Data Cleaning

We’ve introduced Data Cleaning for values that are commonly formatted incorrectly. Herald has pre-defined formatting requirements for values like Email, Phone Number, and Domain. Previously, submitting a value with the incorrect format would throw a [.h-code]400[.h-code] error.

With our Data Cleaning feature, Herald correctly maps these values to the correct format instead of throwing an error. For example, Herald requires [.h-code]phone_number[.h-code] to be 10-digits with no special characters. Submitting a phone number in the format “(123) 456-7890” will now be reformatted to “1234567890” automatically to prevent throwing errors and building validation on your own.

What’s not new: Herald still reformats these values when submitting to an individual carrier, to each carriers expected format.

Features and Improvements

  • Added a [.h-code]conditional_on[.h-code] property to the Dynamic Application to show which parameter triggered the conditional parameter.
  • We now default the cyber retroactive date for certain carriers to the year 1970 to always request Full Prior Acts coverage.
  • We launched a prefill feature for the Herald Request Builder to streamline testing. This feature prefills the application with default values to quickly complete applications.
  • Updated cyber status messages to offer enhanced messages for quotes that are active, declined, and expired.
  • Enhanced Cyber products to accommodate a broader range of coverage limit requests.