# Baselayer Documentation ## Guides - [Business Pre.Fill: API Quickstart](https://docs.baselayer.com/docs/business-prefill-api-quickstart.md) - [Business Pre.Fill: Basics](https://docs.baselayer.com/docs/business-prefill-basics.md) - [Business Pre.Fill: Best Practices](https://docs.baselayer.com/docs/business-prefill-best-practices.md) - [Business Search: Scores & Ratings](https://docs.baselayer.com/docs/baselayer-scores-ratings.md): This guide explains how to interpret and utilize our scores and ratings to make confident risk decisions for your business. - [Business Search: Best Practices](https://docs.baselayer.com/docs/business-search-1.md): Best practices for using Baselayer’s Business Search product - [Business Search: Basics](https://docs.baselayer.com/docs/business-search-basics.md): Core KYB product for business identity verification and risk assessment. - [Business Search: API Quickstart](https://docs.baselayer.com/docs/business-search.md): Get your first Business Search running in under 5 minutes. - [Guide: Exporting PDF Reports](https://docs.baselayer.com/docs/exporting-pdf-reports-in-baselayer.md) - [Watchlists & Sanctions: Basics](https://docs.baselayer.com/docs/watchlists-sanctions-basics.md) - [Guide: IRS Outage Handling](https://docs.baselayer.com/docs/webhook-guide-businesssearchupdated.md): The BusinessSearch.Updated webhook event notifies you that Baselayer has new or corrected information for a previously created Business Search. You’ll typically receive it when Baselayer finishes a deferred check (e.g., IRS TIN retry after an outage). - [Death Master File Search](https://docs.baselayer.com/docs/death-master-file-search.md) - [OFAC Search](https://docs.baselayer.com/docs/ofac-search.md) - [Servicemembers Civil Relief Act (SCRA) & Military Lending Act (MLA) Search](https://docs.baselayer.com/docs/servicemembers-civil-relief-act-scra-military-lending-act-mla-search.md) - [API Versioning & Compatibility](https://docs.baselayer.com/docs/api-versioning-compatibility.md) - [Authentication](https://docs.baselayer.com/docs/authentication.md): How to authenticate API requests and verify webhooks. - [Getting Started with Baselayer API](https://docs.baselayer.com/docs/getting-started.md): Understanding how Baselayer products connect and flow together. - [How to Use Baselayer with LLMs](https://docs.baselayer.com/docs/how-to-use-baselayer-with-llms.md) - [Welcome to Baselayer!](https://docs.baselayer.com/docs/meet-baselayer.md) - [Sandbox vs. Production Environments](https://docs.baselayer.com/docs/sandbox-vs-production-environments.md): A practical guide to understanding the differences between Baselayer's sandbox and production environments. - [Webhooks at Baselayer](https://docs.baselayer.com/docs/webhooks-at-baselayer.md): Real-time notifications for asynchronous API operations. - [Address Verification](https://docs.baselayer.com/docs/address-verification.md): Business addresses reveal critical risk patterns and verification challenges. - [Business Structures Explained](https://docs.baselayer.com/docs/business-structures-explained.md): Understanding entity types and their risk implications. - [Business Verification Basics](https://docs.baselayer.com/docs/business-verification-basics.md): An introduction to Know Your Business (KYB) verification, the US business identity landscape, and fundamental concepts in business risk assessment. - [Industry Classification Systems](https://docs.baselayer.com/docs/industry-classification-systems.md): Categorizing businesses by NAICS, MCC, and SIC codes. - [Liens, Judgments, and Public Records](https://docs.baselayer.com/docs/liens-judgments-and-public-records.md): Financial health indicators beyond credit reports. - [Litigation and Bankruptcy Records](https://docs.baselayer.com/docs/litigation-and-bankruptcy-records.md) - [Officer Verification](https://docs.baselayer.com/docs/officer-verification.md) - [Online Presence & Website Analysis](https://docs.baselayer.com/docs/online-presence-website-analysis.md) - [Watchlists, Sanctions, and Compliance Screening](https://docs.baselayer.com/docs/watchlists-sanctions-and-compliance-screening.md) - [Lien Filing](https://docs.baselayer.com/docs/lien-filing-1.md) - [Lien Search](https://docs.baselayer.com/docs/lien-search-1.md): Find UCC, Federal or Tax liens in seconds - [Lien Search: Best Practices](https://docs.baselayer.com/docs/lien-searching-best-practices.md): How to evaluate business risk using UCC, tax liens, and federal lien filings with Baselayer - [Litigation & Bankruptcy Search](https://docs.baselayer.com/docs/introducing-litigation-bankruptcy-search.md) - [Litigation & Bankruptcy Search: Best Practices](https://docs.baselayer.com/docs/litigation-bankruptcy-search-best-practices.md): How to evaluate business risk using litigation data, including bankruptcies, civil disputes, and regulatory actions, with Baselayer. - [Organization Management at Baselayer](https://docs.baselayer.com/docs/federations-at-baselayer.md): How Baselayer partners can independently manage their customers - [Portfolio Monitoring: API Quickstart](https://docs.baselayer.com/docs/portfolio-monitoring-api-quickstart.md) - [Portfolio Monitoring: Best Practices](https://docs.baselayer.com/docs/portfolio-monitoring-best-practices.md): A practical guide for designing an effective, scalable monitoring program using Baselayer Portfolio Monitoring. - [Portfolio Monitoring: Basics](https://docs.baselayer.com/docs/portfolio-monitoring.md): How to understand, configure, and get started with Baselayer Portfolio Monitoring - [Bank Account Opening](https://docs.baselayer.com/docs/bank-account-opening.md) - [Factoring & Equipment Financing](https://docs.baselayer.com/docs/factoring-equipment-financing.md) - [Business Lending](https://docs.baselayer.com/docs/lending.md) - [Marketplaces](https://docs.baselayer.com/docs/marketplaces.md) - [Payment Processors](https://docs.baselayer.com/docs/payments.md) - [Sole Proprietorship Verification](https://docs.baselayer.com/docs/sole-prop-verification.md) - [Industry Prediction: Basics](https://docs.baselayer.com/docs/industry-prediction-user-guide.md) - [Online Presence: Basics](https://docs.baselayer.com/docs/online-presence-basics.md) - [Online Presence & Orderables: Best Practices](https://docs.baselayer.com/docs/web-presence-orderables.md): Best practices for using Baselayer’s Orderables and Online Presence products - [Website Analysis: Basics](https://docs.baselayer.com/docs/website-analysis-basics.md) ## API Reference - [Get Address](https://docs.baselayer.com/reference/get_address_addresses__address_id__get-1.md): Get the details of a specific address. - [Get Business Application History](https://docs.baselayer.com/reference/get_business_application_history_businesses__id__applications_get-1.md) - [Get Business](https://docs.baselayer.com/reference/get_business_businesses__id__get-1.md): Retrieve a business by its UUID. - [Get Business Officers](https://docs.baselayer.com/reference/get_business_officers_businesses__id__officers_get-1.md): Retrieve a business's officers by its UUID. - [Get Business Registrations](https://docs.baselayer.com/reference/get_business_registrations_businesses__id__registrations_get-1.md): Retrieve a business's corporate registrations by its UUID. - [Get Business Search Combinations](https://docs.baselayer.com/reference/get_business_search_combinations_businesses__id__search_combinations_get-1.md) - [Get Registration](https://docs.baselayer.com/reference/get_registration_registrations__id__get-1.md): Retrieve a Registration by its UUID. - [Get Dmf Search](https://docs.baselayer.com/reference/get_dmf_search_dmf_searches__id__get-1.md): Retrieve the DMF search results. - [Get Dmf Search Status](https://docs.baselayer.com/reference/get_dmf_search_status_dmf_searches__id__status_get-1.md): Retrieve the status of the DMF search request. - [Post Dmf Search](https://docs.baselayer.com/reference/post_dmf_search_dmf_searches_post-1.md): Submit a DMF search request with a person's name and SSN. - [Get Exclusions For Search](https://docs.baselayer.com/reference/get_exclusions_for_search_businesses__id__exclusions_get-1.md): Retrieve exclusion records related to a specific business search. This endpoint returns exclusion records that match the business information from the specified search, such as business name, tax ID, or other identifiers. Results are only available if there have been successful submissions within the last 30 days. Results are paginated and ordered by creation date (newest first). - [Get Industry Prediction](https://docs.baselayer.com/reference/get_industry_prediction_naics_prediction_requests__id__get-1.md): Retrieve the Industry code prediction results. - [Get Industry Prediction Status](https://docs.baselayer.com/reference/get_industry_prediction_status_naics_prediction_requests__id__status_get-1.md): Retrieve the status of the Industry code prediction request. - [Get International Search](https://docs.baselayer.com/reference/get_international_search_international_searches__id__get-1.md): Retrieve an international business search by ID. - [Get International Searches](https://docs.baselayer.com/reference/get_international_searches_international_searches_get-1.md): Retrieve a list of international business searches. - [Post International Search](https://docs.baselayer.com/reference/post_international_search_international_searches_post-1.md): Create a new international business search. - [Cancel Lien Filing Submission](https://docs.baselayer.com/reference/cancel_lien_filing_submission_lien_submissions__filing_id__cancel_post-1.md): Cancels a lien filing submission that has been rejected and sent back for revision (i.e. 'Needs Attention' status). This endpoint allows users to cancel a lien filing submission only if it is in 'Needs Attention' status. - [Create New Ucc1 Lien Filing Submission For Business](https://docs.baselayer.com/reference/create_new_ucc1_lien_filing_submission_for_business_businesses__business_id__lien_submissions_post-1.md): Creates a new lien filing submission against a specified business in a draft state. This endpoint enables clients to submit all necessary information required for a lien filing, including the type of filing, relevant parties (secured parties and debtors), and a comprehensive description of the collateral. Upon successful creation, the system assigns a unique identifier to the lien filing draft, which can be utilized for future modifications or inquiries. The creation process entails the validation of the submitted information, its association with the designated business entity, and the preparation of the filing for subsequent processing steps. If the request body does not include secured parties, the system will attempt to generate the first secured party using the organization's lien filing preferences, if they are present in the organization's profile. It's important to note that the actual filing with the appropriate jurisdiction does not occur at this stage; this endpoint essentially sets up the submission in a draft state, ready for submission through the `POST /lien_submissions/{filing_id}/submit` endpoint. - [Create New Ucc1 Lien Filing Submission For Person](https://docs.baselayer.com/reference/create_new_ucc1_lien_filing_submission_for_person_people__person_id__lien_submissions_post-1.md): Creates a new lien filing submission against a specified person in a draft state. This endpoint enables clients to submit all necessary information required for a lien filing, including the type of filing, relevant parties (secured parties and debtors), and a comprehensive description of the collateral. - [Create New Ucc3 Lien Filing Submission](https://docs.baselayer.com/reference/create_new_ucc3_lien_filing_submission_lien_submissions__filing_id__amend_post-1.md): Create a new UCC-3 lien filing submission to amend an existing UCC-1 filing. This endpoint allows users to initiate an amendment process for an existing UCC-1 lien filing. It creates a new UCC-3 filing submission, which can be used to modify, continue, or terminate the original UCC-1 filing. The `filing_id` in the URL represents the unique identifier of the original UCC-1 filing that is being amended. The request body contains the necessary information to create the new UCC-3 filing, including details such as the submission filing name and any reference data. Upon successful creation, a draft UCC-3 lien filing submission record is generated, allowing for further modifications before final submission. - [Delete Lien Filing Submission](https://docs.baselayer.com/reference/delete_lien_filing_submission_lien_submissions__filing_id__delete-1.md): Deletes a draft lien filing submission. This endpoint allows users to delete a lien filing submission only if it is in 'Draft' status. - [Delete Lien Submission Attachment](https://docs.baselayer.com/reference/delete_lien_submission_attachment_lien_submissions__filing_id__attachments__attachment_id__delete-1.md): Deletes a specific attachment from a lien filing submission. This endpoint allows users to delete an attachment associated with a lien filing submission. The attachment is identified by its unique ID, and the lien filing submission is identified by its unique filing ID. - [Fetch Existing Lien Filing](https://docs.baselayer.com/reference/fetch_existing_lien_filing_lien_submissions__filing_id__get-1.md): Fetch an existing lien filing submission by its unique identifier. This endpoint retrieves the details of a specific lien filing submission, including the filing status, parties involved, and any attachments or collateral descriptions. - [Get Lien Filing Submissions](https://docs.baselayer.com/reference/get_lien_filing_submissions_lien_submissions_get-1.md): This endpoint retrieves a list of lien filing submissions made by the authenticated organization. Each submission includes summary information such as filing type, date, number, and parties involved. - [Get Lien Submission Attachment](https://docs.baselayer.com/reference/get_lien_submission_attachment_lien_submissions__filing_id__attachments__attachment_id__get-1.md): Retrieve a lien submission attachment. This endpoint allows you to download an attachment associated with a specific lien submission. The attachment is identified by its unique ID, and the lien submission is identified by its unique filing ID. - [Get Lien Submission Attachments](https://docs.baselayer.com/reference/get_lien_submission_attachments_lien_submissions__filing_id__attachments_get-1.md): Retrieve attachments for a specific lien filing submission. This endpoint allows you to fetch a list of attachments associated with a given lien filing submission. The attachments provide additional documentation or evidence related to the lien filing. - [Get Lien Submission Filed Document](https://docs.baselayer.com/reference/get_lien_submission_filed_document_lien_submissions__filing_id__filed_document_get-1.md): Retrieve the filed lien document for a specific lien submission. - [Patch Existing Lien Filing Submission](https://docs.baselayer.com/reference/patch_existing_lien_filing_submission_lien_submissions__filing_id__patch-1.md): Patches an existing lien filing submission with new information provided by the user. This endpoint allows for the modification of lien filing submissions that are in a draft state. This route manages both UCC-1 and UCC-3 lien filing types. For specific details on the request models for each type, please refer to the `LienFilingSubmissionUpdateUCC1Request` and `LienFilingSubmissionUpdateUCC3Request` schemas. Users can update debtor and secured party information, as well as add or remove attachments related to the lien filing, depending on the filing type. It is important to note that only lien filings in a draft state can be updated. Attempting to update a lien filing that has already been submitted will result in an error. The updated information will be validated according to the lien filing requirements before being saved. If the validation fails, the update will not be processed, and an error message will be returned. Successful updates will return the updated lien filing submission details. - [Submit Lien Filing Submission](https://docs.baselayer.com/reference/submit_lien_filing_submission_lien_submissions__filing_id__submit_post-1.md): Processes a lien filing submission. This endpoint performs the following steps: 1. Validates the lien form for completeness and accuracy. 2. If valid, changes the status from 'Draft' to 'Requested'. 3. Initiates the submission for further processing. Required fields vary by filing type: UCC1 filings: - `email_contact` - `collateral_statements` - `secured_parties` (at least one) - `submission_principal_indebted_amount` (Tennessee only) - `submission_documentary_tax_stamp_required` (Florida only) UCC3 filings: - `email_contact` - `amendment_action` - `authorizing_party` **Note:** Once submitted, the lien filing becomes unmodifiable. It will undergo review and processing, potentially resulting in official filing with the appropriate jurisdiction. - [Upload Lien Submission Attachment Item Attachment](https://docs.baselayer.com/reference/upload_lien_submission_attachment_item_attachment_lien_submissions__filing_id__attachments_post-1.md): Upload attachments for a specific lien filing submission. This endpoint allows users to upload one or more PDF attachments to a lien filing submission. The attachments can include documents supporting the lien claim. - [Get All Lien Searches](https://docs.baselayer.com/reference/get_all_lien_searches_lien_searches_get-1.md): This endpoint returns all lien searches. - [Get Lien Filing Documents For Business Id](https://docs.baselayer.com/reference/get_lien_filing_documents_for_business_id_businesses__business_id__liens__filing_id__get-1.md): This endpoint downloads a PDF document associated with a specific lien filing record for a given `business_id`. The PDF document contains detailed information about the lien filing. - [Get Lien Filing Documents](https://docs.baselayer.com/reference/get_lien_filing_documents_lien_searches__liens_search_request_id__filings__filing_id__get-1.md): This endpoint downloads a PDF document associated with a specific lien filing record. The PDF document contains detailed information about the lien filing. - [Get Liens](https://docs.baselayer.com/reference/get_liens_lien_searches__liens_search_request_id__get-1.md): This endpoint retrieves a specific lien search request by its unique identifier. It returns a LiensSearchRequest object that includes the state of the request and a list of lien filings associated with the request. The lien filings provide detailed information about each lien, including the filing number, type, date, status, and associated business and search request. The model also links to any amendments and the involved parties. - [Get Liens Search Status](https://docs.baselayer.com/reference/get_liens_search_status_lien_searches__liens_search_request_id__status_get-1.md): This endpoint retrieves the status of a specific lien search request by its unique identifier. It returns a LiensSearchState object that includes the state of the request. - [Start Liens Search](https://docs.baselayer.com/reference/start_liens_search_lien_searches_post-1.md): This endpoint starts a liens search for a given person or business. If a pending search for a given `person_id` or `business_id` already exists, the endpoint will return the pending liens search request. Exactly one of `business_id` or `person_id` must be provided. If `person_id` is provided, `search_states` must be provided. By default, this endpoint executes synchronously and returns the completed result. Send ``Prefer: respond-async`` to opt into asynchronous execution, which returns ``202 Accepted`` immediately and delivers results via webhooks or polling. - [Get All Dockets By Search Request Id](https://docs.baselayer.com/reference/get_all_dockets_by_search_request_id_docket_searches__search_request_id__get-1.md): Fetches the most recent dockets for a given docket search request ID and returns all the associated dockets. - [Get Docket Details By Request Id](https://docs.baselayer.com/reference/get_docket_details_by_request_id_docket_searches_details__docket_details_request_id__get-1.md): Fetches the most recent docket details for the given docket details request ID. - [Get Docket Details](https://docs.baselayer.com/reference/get_docket_details_dockets__docket_id__details_get-1.md): Fetches the most recent docket details for the given docket ID. - [Get Docket Details Request Status](https://docs.baselayer.com/reference/get_docket_details_request_status_docket_searches_details__docket_details_request_id__status_get-1.md): Fetches the state of the docket details request with the given UUID. - [Get Docket Exhibit Document](https://docs.baselayer.com/reference/get_docket_exhibit_document_dockets_exhibits__docket_exhibit_id__get-1.md): Fetches the document associated with the given docket exhibit ID. - [Get Docket Exhibit Request Status](https://docs.baselayer.com/reference/get_docket_exhibit_request_status_docket_searches_exhibits__docket_exhibit_request_id__status_get-1.md): Fetches the state of the docket exhibit document request with the given UUID. - [Get Docket Search Status](https://docs.baselayer.com/reference/get_docket_search_status_docket_searches__search_request_id__status_get-1.md): Fetches the state of the docket search request with the given UUID. - [Order Docket Details](https://docs.baselayer.com/reference/order_docket_details_dockets__docket_id__details_put-1.md): Orders updates for the given docket from the court or cached version. - [Order Docket Exhibit](https://docs.baselayer.com/reference/order_docket_exhibit_dockets_exhibits__docket_exhibit_id__put-1.md): Orders the document for the given docket exhibit from the court or cached version. - [Start Docket Search](https://docs.baselayer.com/reference/start_docket_search_docket_searches_post-1.md): Starts a new docket search for the given business UUID or person UUID. By default, this endpoint executes synchronously and returns the completed result. Send ``Prefer: respond-async`` to opt into asynchronous execution, which returns ``202 Accepted`` immediately and delivers results via webhooks or polling. - [Get Ofac Batch File](https://docs.baselayer.com/reference/get_ofac_batch_file_ofac_searches_batches__batch_id__download_get-1.md): Download the resulting OFAC batch file in .jsonl format. See example output file [here](https://storage.googleapis.com/osiris-public-assets-prod/schemas/ofac_batch_result_example.jsonl) - [Get Ofac Batch](https://docs.baselayer.com/reference/get_ofac_batch_ofac_searches_batches__batch_id__get-1.md): Get the status of an OFAC batch. - [List Ofac Batches](https://docs.baselayer.com/reference/list_ofac_batches_ofac_searches_batches_get.md): List all OFAC batches for the authenticated organization. - [Post Ofac Batch](https://docs.baselayer.com/reference/post_ofac_batch_ofac_searches_batches_post-1.md): Submit a CSV for batch OFAC search, no larger than 5MB. Expects two columns with the headers `entity_name` and `reference_id`. See sample template [here](https://storage.googleapis.com/osiris-public-assets-prod/schemas/ofac_batch_csv_example.csv) - [Search Ofac](https://docs.baselayer.com/reference/search_ofac_ofac_searches_post-1.md): Search for OFAC matches by name. - [Create Organization For Federation](https://docs.baselayer.com/reference/create_organization_for_federation_federations__federation_id__organizations_post-1.md) - [Create Organization](https://docs.baselayer.com/reference/create_organization_organizations_post-1.md) - [Delete Organization](https://docs.baselayer.com/reference/delete_organization_organizations__organization_id__delete-1.md) - [Get All Organizations For Federation Within Scope](https://docs.baselayer.com/reference/get_all_organizations_for_federation_within_scope_federations__federation_id__organizations_get-1.md): Gets and returns all Organizations' profiles within a specific Federation. The authenticated user must have the 'federation:read' permission. If the authenticated user is an Operator, they can access any Organizations' profile within the Federation. If the authenticated user is a User or an Organization, they can only access the profiles of their own Organization within the Federation. - [Get All Organizations Within Scope](https://docs.baselayer.com/reference/get_all_organizations_within_scope_organizations_get-1.md): Gets and returns the all Organizations' profiles. The authenticated user must have the 'organizations:read' permission. If the authenticated user is an Operator, they can access any Organizations' profile. If the authenticated user is a User or an Organization, they can only access the profile of their own Organization. Args: auth_context (BaseAuthContext): The authentication context of the request. Returns: osiris.models.Organization: The Organization's profile. - [Get Organization](https://docs.baselayer.com/reference/get_organization_organizations__organization_id__get-1.md): Gets and returns the Organization profile of a specific Organization. The authenticated user must have the 'organizations:read' permission. If the authenticated user is an Operator, they can access any Organizations' profile. If the authenticated user is a User or an Organization, they can only access the profile of their own Organization. Args: organization_id (uuid.UUID): The unique identifier of the Organization. auth_context (BaseAuthContext): The authentication context of the request. Returns: osiris.models.Organization: The Organization's profile. - [Patch Organization In Federation](https://docs.baselayer.com/reference/patch_organization_in_federation_organizations__organization_id__patch.md) - [Create Person](https://docs.baselayer.com/reference/create_person_people_post-1.md): Creates a new person record in the database. - [Search Pep](https://docs.baselayer.com/reference/search_pep_pep_searches_post-1.md): Search for Politically Exposed Persons (PEP) matches by name. - [Create Person Search](https://docs.baselayer.com/reference/create_person_search_person_searches_post-1.md) - [Delete Person Search](https://docs.baselayer.com/reference/delete_person_search_person_searches__id__delete-1.md) - [Get Person Search](https://docs.baselayer.com/reference/get_person_search_person_searches__id__get-1.md) - [Get Person Search Status](https://docs.baselayer.com/reference/get_person_search_status_person_searches__id__status_get-1.md) - [Get Person Searches](https://docs.baselayer.com/reference/get_person_searches_person_searches_get-1.md) - [Create Portfolio Group Notification Policy](https://docs.baselayer.com/reference/create_portfolio_group_notification_policy_portfolio_groups__group_id__notification_policies_post-1.md): Create a notification policy for a portfolio group. - [Create Portfolio Group](https://docs.baselayer.com/reference/create_portfolio_group_portfolio_groups_post-1.md) - [Create Portfolio Item Notification Policy](https://docs.baselayer.com/reference/create_portfolio_item_notification_policy_portfolio_items__item_id__notification_policies_post-1.md): Create a notification policy for a portfolio item. - [Create Portfolio Item](https://docs.baselayer.com/reference/create_portfolio_item_portfolio_items_post-1.md) - [Create Portfolio Notification Policy](https://docs.baselayer.com/reference/create_portfolio_notification_policy_portfolio_notification_policies_post-1.md): Create a notification policy for the portfolio. - [Delete Notification Policy](https://docs.baselayer.com/reference/delete_notification_policy_notification_policies__notification_policy_id__delete-1.md): Delete a notification policy by ID. - [Delete Portfolio Group Monitoring Policy](https://docs.baselayer.com/reference/delete_portfolio_group_monitoring_policy_portfolio_groups__group_id__monitoring_policy_delete-1.md): Delete the monitoring policy for a portfolio group. - [Delete Portfolio Group](https://docs.baselayer.com/reference/delete_portfolio_group_portfolio_groups__group_id__delete-1.md) - [Delete Portfolio Item Monitoring Policy](https://docs.baselayer.com/reference/delete_portfolio_item_monitoring_policy_portfolio_items__item_id__monitoring_policy_delete-1.md): Delete the monitoring policy for a portfolio item. - [Delete Portfolio Item](https://docs.baselayer.com/reference/delete_portfolio_item_portfolio_items__item_id__delete-1.md) - [Get Monitoring Policies](https://docs.baselayer.com/reference/get_monitoring_policies_monitoring_policies_get-1.md): Get all monitoring policies in the organization with pagination. Policies are sorted by created_at in ascending order. - [Get Notification Policies](https://docs.baselayer.com/reference/get_notification_policies_notification_policies_get-1.md): Get all notification policies in the organization with pagination. Policies are sorted by created_at in ascending order. - [Get Notification Policy](https://docs.baselayer.com/reference/get_notification_policy_notification_policies__notification_policy_id__get-1.md): Get a notification policy by ID. - [Get Portfolio Group Items](https://docs.baselayer.com/reference/get_portfolio_group_items_portfolio_groups__group_id__items_get-1.md): Get all portfolio items in a specific group with pagination and filtering. Items are sorted by created_at in descending order. Supports filtering by date range and business name/ID. - [Get Portfolio Group Monitoring Policy](https://docs.baselayer.com/reference/get_portfolio_group_monitoring_policy_portfolio_groups__group_id__monitoring_policy_get-1.md): Get the monitoring policy for a portfolio group. - [Get Portfolio Group Notification Policies](https://docs.baselayer.com/reference/get_portfolio_group_notification_policies_portfolio_groups__group_id__notification_policies_get-1.md): Get notification policies directly bound to a portfolio group. - [Get Portfolio Group](https://docs.baselayer.com/reference/get_portfolio_group_portfolio_groups__group_id__get-1.md) - [Get Portfolio Group Updates](https://docs.baselayer.com/reference/get_portfolio_group_updates_portfolio_groups__group_id__updates_get-1.md) - [Get Portfolio Groups](https://docs.baselayer.com/reference/get_portfolio_groups_portfolio_groups_get-1.md): Get all portfolio groups in the organization with pagination. Groups are sorted by created_at in descending order. Optionally filter by group name using the 'q' parameter. - [Get Portfolio Item Changes](https://docs.baselayer.com/reference/get_portfolio_item_changes_portfolio_items__item_id__changes_get-1.md): Retrieves all changes for a portfolio item across all snapshots. Returns a list of DiffChange objects representing all changes between consecutive snapshots for the portfolio item. - [Get Portfolio Item Monitoring Policy](https://docs.baselayer.com/reference/get_portfolio_item_monitoring_policy_portfolio_items__item_id__monitoring_policy_get-1.md): Get the monitoring policy for a portfolio item. - [Get Portfolio Item Notification Policies](https://docs.baselayer.com/reference/get_portfolio_item_notification_policies_portfolio_items__item_id__notification_policies_get-1.md): Get notification policies directly bound to a portfolio item. - [Get Portfolio Item Notifications](https://docs.baselayer.com/reference/get_portfolio_item_notifications_portfolio_items__item_id__notifications_get-1.md): Retrieves all changes for a portfolio item across all snapshots. Returns a list of DiffChange objects representing all changes between consecutive snapshots for the portfolio item. - [Get Portfolio Item](https://docs.baselayer.com/reference/get_portfolio_item_portfolio_items__item_id__get-1.md) - [Get Portfolio Item Snapshot Diff](https://docs.baselayer.com/reference/get_portfolio_item_snapshot_diff_portfolio_items__item_id__diff_get-1.md): Retrieves a diff between two snapshots of a portfolio item. The diff shows the changes between the from_snapshot and to_snapshot, including business information, liens, dockets, and website analysis changes. Args: format: The response format. Options: - json (default): Returns the full diff response with snapshots and changes - notifications: Returns notifications generated from the diff changes - json_patch: Returns only the JSON patch operations array - [Get Portfolio Item Snapshot](https://docs.baselayer.com/reference/get_portfolio_item_snapshot_portfolio_items__item_id__snapshots__snapshot_id__get-1.md): Retrieves a specific snapshot for a portfolio item. Returns the snapshot data for the specified snapshot ID, including business information, liens, dockets, and website analysis. - [Get Portfolio Item Snapshots](https://docs.baselayer.com/reference/get_portfolio_item_snapshots_portfolio_items__item_id__snapshots_get-1.md): Retrieves a paginated list of snapshots for a specific portfolio item. Snapshots are ordered by created_at in descending order (newest first). - [Get Portfolio Item Updates](https://docs.baselayer.com/reference/get_portfolio_item_updates_portfolio_items__item_id__updates_get-1.md) - [Get Portfolio Items](https://docs.baselayer.com/reference/get_portfolio_items_portfolio_items_get-1.md) - [Get Portfolio Monitoring Policy](https://docs.baselayer.com/reference/get_portfolio_monitoring_policy_portfolio_monitoring_policy_get-1.md): Get the monitoring policy for the portfolio. - [Get Portfolio Notification Policies](https://docs.baselayer.com/reference/get_portfolio_notification_policies_portfolio_notification_policies_get-1.md): Get notification policies directly bound to the portfolio. - [Get Portfolio Updates](https://docs.baselayer.com/reference/get_portfolio_updates_portfolio_updates_get-1.md) - [Update Notification Policy](https://docs.baselayer.com/reference/update_notification_policy_notification_policies__notification_policy_id__put-1.md): Update a notification policy by ID. - [Update Portfolio Group Monitoring Policy](https://docs.baselayer.com/reference/update_portfolio_group_monitoring_policy_portfolio_groups__group_id__monitoring_policy_put-1.md): Update the monitoring policy for a portfolio group. - [Update Portfolio Group](https://docs.baselayer.com/reference/update_portfolio_group_portfolio_groups__group_id__put-1.md) - [Update Portfolio Item Monitoring Policy](https://docs.baselayer.com/reference/update_portfolio_item_monitoring_policy_portfolio_items__item_id__monitoring_policy_put-1.md): Update the monitoring policy for a portfolio item. - [Update Portfolio Item](https://docs.baselayer.com/reference/update_portfolio_item_portfolio_items__item_id__put-1.md) - [Update Portfolio Monitoring Policy](https://docs.baselayer.com/reference/update_portfolio_monitoring_policy_portfolio_monitoring_policy_put-1.md): Update the monitoring policy for the portfolio. - [PortfolioGroup.created](https://docs.baselayer.com/reference/webhook_handlerportfoliogroup_created_post-1.md): Emitted when a portfolio group was created. - [PortfolioGroup.deleted](https://docs.baselayer.com/reference/webhook_handlerportfoliogroup_deleted_post-1.md): Emitted when a portfolio group was deleted. - [PortfolioGroup.updated](https://docs.baselayer.com/reference/webhook_handlerportfoliogroup_updated_post-1.md): Emitted when a portfolio group was updated. - [PortfolioItem.created](https://docs.baselayer.com/reference/webhook_handlerportfolioitem_created_post-1.md): Emitted when a business was added to the portfolio. - [PortfolioItem.deleted](https://docs.baselayer.com/reference/webhook_handlerportfolioitem_deleted_post-1.md): Emitted when a portfolio item has been deleted. - [PortfolioItem.updated](https://docs.baselayer.com/reference/webhook_handlerportfolioitem_updated_post-1.md): Emitted when a portfolio item has been updated. - [Business Prefill](https://docs.baselayer.com/reference/business_prefill_prefill_businesses_get-1.md): Prefill businesses by searching officer names. Business name is optional and used only for matching comparison in the response. - [Mla Search](https://docs.baselayer.com/reference/mla_search_mla_searches_post-1.md) - [Scra Search](https://docs.baselayer.com/reference/scra_search_scra_searches_post-1.md) - [Export Search Batch](https://docs.baselayer.com/reference/export_search_batch_searches_batch__id__export_get.md): Download pre-computed export for a SearchBatch. Use the Accept header to specify the export format: - `application/zip` or `*/*` (default): ZIP archive containing all CSVs and JSONL - `text/csv`: Flattened CSV format (results only, one row per registration) - `application/x-ndjson`: JSONL format (full data) Returns 404 if the batch is not found or export is not yet available. - [Export Search To PDF](https://docs.baselayer.com/reference/export_search_to_pdf_searches__id__export_post-1.md) - [Get Search Batch](https://docs.baselayer.com/reference/get_search_batch_searches_batch__id__get-1.md): Retrieve a SearchBatch by ID and return it in `SearchBatchResponse` format. - [Get Search](https://docs.baselayer.com/reference/get_search_searches__id__get-1.md): Retrieve a business search by ID. - [Get Searches](https://docs.baselayer.com/reference/get_searches_searches_get-1.md): Retrieve a list of business searches. - [Get Task Status](https://docs.baselayer.com/reference/get_task_status_searches__id__status_get-1.md): Retrieve the status of a business search by ID. - [List Search Batches](https://docs.baselayer.com/reference/list_search_batches_searches_batches_get.md): List all search batches for the authenticated user's organization. - [Post Search Batch](https://docs.baselayer.com/reference/post_search_batch_searches_batches_post-1.md) - [Post Search](https://docs.baselayer.com/reference/post_search_searches_post-1.md): Create a new business search. Supports both the legacy ``Accept: application/vnd.osiris.sync+json`` header (v1 backward compatibility) and the new ``Prefer`` header (RFC 7240) for controlling sync/async execution. When both are present, ``Prefer`` takes precedence. - [Get Submissions](https://docs.baselayer.com/reference/get_submissions_submissions_get-1.md) - [Post Submission](https://docs.baselayer.com/reference/post_submission_submissions_post-1.md) - [Get Tin Verification](https://docs.baselayer.com/reference/get_tin_verification_tin_verifications__id__get-1.md): Retrieve a TIN Verification Request by ID. - [List Tin Verifications](https://docs.baselayer.com/reference/list_tin_verifications_tin_verifications_get-1.md): List all Federations that the authenticated actor has access to. - [Submit Tin Verification](https://docs.baselayer.com/reference/submit_tin_verification_tin_verifications_post-1.md): Search for a TIN (Tax Identification Number) against IRS records by name. Note: An error will be raised if the IRS validation service is experiencing an outage. Check status.baselayer.com for service updates. - [Get Web Presence Request](https://docs.baselayer.com/reference/get_web_presence_request_web_presence_requests__id__get-1.md): Retrieve a Web Presence Request. - [List Web Presence Requests](https://docs.baselayer.com/reference/list_web_presence_requests_web_presence_requests_get-1.md): Retrieve a paginated list of Web Presence Requests. - [Post Web Presence Request](https://docs.baselayer.com/reference/post_web_presence_request_web_presence_requests_post-1.md): Submit a web presence request. - [Business Search Legacy Updated](https://docs.baselayer.com/reference/business_search_legacy_updatedbusinesssearch_updated_legacy_post-1.md): Emitted when a Business search has been updated. E.g. if the IRS was down for tin matching, the search may be updated at a later date with the correct tin_matched result. - [AdverseMediaSearch.completed](https://docs.baselayer.com/reference/webhook_handleradversemediasearch_completed_post-1.md): Emitted when an Adverse Media Search request has completed and results are available. - [AdverseMediaSearch.failed](https://docs.baselayer.com/reference/webhook_handleradversemediasearch_failed_post-1.md): Emitted when an Adverse Media Search request has failed. - [AdverseMediaSearch.submitted](https://docs.baselayer.com/reference/webhook_handleradversemediasearch_submitted_post-1.md): Emitted when an Adverse Media Search request has been submitted for processing. - [APIKey.created](https://docs.baselayer.com/reference/webhook_handlerapikey_created_post-1.md): Emitted when a new API Key is created. - [APIKey.deleted](https://docs.baselayer.com/reference/webhook_handlerapikey_deleted_post-1.md): Emitted when an API Key is deleted. - [BusinessSearch.completed](https://docs.baselayer.com/reference/webhook_handlerbusinesssearch_completed_post-1.md): Emitted when a Business search has completed and business detail results are available. - [BusinessSearch.failed](https://docs.baselayer.com/reference/webhook_handlerbusinesssearch_failed_post-1.md): Emitted when a Business search has failed. - [BusinessSearch.submitted](https://docs.baselayer.com/reference/webhook_handlerbusinesssearch_submitted_post-1.md): Emitted when a Business search has been submitted for processing. - [BusinessSearch.updated](https://docs.baselayer.com/reference/webhook_handlerbusinesssearch_updated_post-1.md): Emitted when a Business search has been updated. E.g. if the IRS was down for tin matching, the search may be updated at a later date with the correct tin_matched result. - [DMFSearch.completed](https://docs.baselayer.com/reference/webhook_handlerdmfsearch_completed_post-1.md): Emitted when a Death Master File search has completed and results are available. - [DMFSearch.failed](https://docs.baselayer.com/reference/webhook_handlerdmfsearch_failed_post-1.md): Emitted when a Death Master File search has failed. - [DMFSearch.submitted](https://docs.baselayer.com/reference/webhook_handlerdmfsearch_submitted_post-1.md): Emitted when a Death Master File search has been submitted for processing. - [DocketDetailsSearch.completed](https://docs.baselayer.com/reference/webhook_handlerdocketdetailssearch_completed_post-1.md): Emitted when a Docket Details search for a given Docket has completed and results are available. - [DocketDetailsSearch.failed](https://docs.baselayer.com/reference/webhook_handlerdocketdetailssearch_failed_post-1.md): Emitted when a Docket Details search for a given Docket has failed. - [DocketDetailsSearch.submitted](https://docs.baselayer.com/reference/webhook_handlerdocketdetailssearch_submitted_post-1.md): Emitted when a Docket Details search for a given Docket has been submitted for processing. - [DocketExhibitSearch.completed](https://docs.baselayer.com/reference/webhook_handlerdocketexhibitsearch_completed_post-1.md): Emitted when a Docket Exhibit search for a given Docket Exhibit has completed and results are available. The document associated with the Docket Exhibit may or may not be available for download, depending on whether it was successfully retrieved from the court's system. - [DocketExhibitSearch.failed](https://docs.baselayer.com/reference/webhook_handlerdocketexhibitsearch_failed_post-1.md): Emitted when a Docket Exhibit search for a given Docket Exhibit has failed. - [DocketExhibitSearch.submitted](https://docs.baselayer.com/reference/webhook_handlerdocketexhibitsearch_submitted_post-1.md): Emitted when a Docket Exhibit search for a given Docket Exhibit has been submitted for processing. - [DocketSearch.completed](https://docs.baselayer.com/reference/webhook_handlerdocketsearch_completed_post-1.md): Emitted when a Docket search for a business has completed and results are available. - [DocketSearch.failed](https://docs.baselayer.com/reference/webhook_handlerdocketsearch_failed_post-1.md): Emitted when a Docket search for a business has failed. - [DocketSearch.submitted](https://docs.baselayer.com/reference/webhook_handlerdocketsearch_submitted_post-1.md): Emitted when a Docket search for a business has been submitted for processing. - [InternationalBusinessSearch.completed](https://docs.baselayer.com/reference/webhook_handlerinternationalbusinesssearch_completed_post-1.md): Emitted when an International Business search has completed and results are available. - [InternationalBusinessSearch.failed](https://docs.baselayer.com/reference/webhook_handlerinternationalbusinesssearch_failed_post-1.md): Emitted when an International Business search has failed. - [InternationalBusinessSearch.submitted](https://docs.baselayer.com/reference/webhook_handlerinternationalbusinesssearch_submitted_post-1.md): Emitted when an International Business search has been submitted for processing. - [LienFiling.created](https://docs.baselayer.com/reference/webhook_handlerlienfiling_created_post-1.md): Emitted when a Liens filing document has been created. - [LienFiling.deleted](https://docs.baselayer.com/reference/webhook_handlerlienfiling_deleted_post-1.md): Emitted when a Liens filing document has been deleted. - [LienFiling.updated](https://docs.baselayer.com/reference/webhook_handlerlienfiling_updated_post-1.md): Emitted when a Liens filing document has been updated. - [LiensSearch.completed](https://docs.baselayer.com/reference/webhook_handlerlienssearch_completed_post-1.md): Emitted when a Liens search for a Business has completed and results are available. - [LiensSearch.failed](https://docs.baselayer.com/reference/webhook_handlerlienssearch_failed_post-1.md): Emitted when a Liens search for a Business has failed. - [LiensSearch.submitted](https://docs.baselayer.com/reference/webhook_handlerlienssearch_submitted_post-1.md): Emitted when a Liens search for a Business has been submitted for processing. - [NAICSPredictionRequest.completed](https://docs.baselayer.com/reference/webhook_handlernaicspredictionrequest_completed_post-1.md): Emitted when a NAICS code prediction request has completed and results are available. - [NAICSPredictionRequest.failed](https://docs.baselayer.com/reference/webhook_handlernaicspredictionrequest_failed_post-1.md): Emitted when a NAICS code prediction request has failed. - [NAICSPredictionRequest.submitted](https://docs.baselayer.com/reference/webhook_handlernaicspredictionrequest_submitted_post-1.md): Emitted when a NAICS code prediction request has been submitted for processing. - [Order.created](https://docs.baselayer.com/reference/webhook_handlerorder_created_post-1.md): Emitted when an Order has been placed for a Baselayer product. - [PersonSearch.completed](https://docs.baselayer.com/reference/webhook_handlerpersonsearch_completed_post-1.md): Emitted when a Person search has completed and results are available. - [PersonSearch.failed](https://docs.baselayer.com/reference/webhook_handlerpersonsearch_failed_post-1.md): Emitted when a Person search has failed. - [PersonSearch.submitted](https://docs.baselayer.com/reference/webhook_handlerpersonsearch_submitted_post-1.md): Emitted when a Person search has been submitted for processing. - [TINVerification.completed](https://docs.baselayer.com/reference/webhook_handlertinverification_completed_post-1.md): Emitted when a TIN verification has completed. - [TINVerification.failed](https://docs.baselayer.com/reference/webhook_handlertinverification_failed_post-1.md): Emitted when a TIN verification has failed. - [TINVerification.submitted](https://docs.baselayer.com/reference/webhook_handlertinverification_submitted_post-1.md): Emitted when a TIN verification has been submitted for processing. - [WebPresenceRequest.completed](https://docs.baselayer.com/reference/webhook_handlerwebpresencerequest_completed_post-1.md): Emitted when a Web Presence request has completed and results are available. - [WebPresenceRequest.failed](https://docs.baselayer.com/reference/webhook_handlerwebpresencerequest_failed_post-1.md): Emitted when a Web Presence request has failed. - [WebPresenceRequest.submitted](https://docs.baselayer.com/reference/webhook_handlerwebpresencerequest_submitted_post-1.md): Emitted when a Web Presence request has been submitted for processing. - [WebsiteAnalysisRequest.completed](https://docs.baselayer.com/reference/webhook_handlerwebsiteanalysisrequest_completed_post-1.md): Emitted when a Website Analysis request has completed and results are available. - [WebsiteAnalysisRequest.failed](https://docs.baselayer.com/reference/webhook_handlerwebsiteanalysisrequest_failed_post-1.md): Emitted when a Website Analysis request has failed. - [WebsiteAnalysisRequest.submitted](https://docs.baselayer.com/reference/webhook_handlerwebsiteanalysisrequest_submitted_post-1.md): Emitted when a Website Analysis request has been submitted for processing. - [Create Webhook Endpoint](https://docs.baselayer.com/reference/create_webhook_endpoint_webhooks_post-1.md) - [Delete Webhook Endpoint](https://docs.baselayer.com/reference/delete_webhook_endpoint_webhooks__endpoint_id__delete-1.md) - [Get Webhook Endpoint](https://docs.baselayer.com/reference/get_webhook_endpoint_webhooks__endpoint_id__get-1.md) - [List Webhook Endpoints](https://docs.baselayer.com/reference/list_webhook_endpoints_webhooks_get-1.md) - [Patch Webhook Endpoint](https://docs.baselayer.com/reference/patch_webhook_endpoint_webhooks__endpoint_id__patch-1.md) - [Update Webhook Endpoint](https://docs.baselayer.com/reference/update_webhook_endpoint_webhooks__endpoint_id__put-1.md) - [Get Website Analysis Request](https://docs.baselayer.com/reference/get_website_analysis_request_website_analysis_requests__id__get-1.md): Retrieve a Website Analysis. - [Get Website Analysis Requests](https://docs.baselayer.com/reference/get_website_analysis_requests_website_analysis_requests_get-1.md): Retrieve a list of Website Analyses. - [Get Website Analysis Screenshot](https://docs.baselayer.com/reference/get_website_analysis_screenshot_website_analysis__id__screenshot_get-1.md): Retrieve the Website Analysis for a given search. - [Post Website Analysis](https://docs.baselayer.com/reference/post_website_analysis_website_analysis_requests_post-1.md): Submit a website analysis request against a URL. ## Changelog - [[Dec 3, 2025] Expanded Sanctions Coverage](https://docs.baselayer.com/changelog/expanded-sanctions-coverage.md) - [[Dec 1, 2025] New Baselayer UI](https://docs.baselayer.com/changelog/dec-1-2025-new-baselayer-ui.md) - [[Nov 17, 2025] Improved Industry Prediction Model](https://docs.baselayer.com/changelog/nov-17-2024-improved-industry-prediction-model.md) - [[Nov 12, 2025] Introducing Portfolio Monitoring](https://docs.baselayer.com/changelog/nov-12-2025-introducing-portfolio-monitoring.md) - [[Nov 10, 2025] Person Search Now Live](https://docs.baselayer.com/changelog/nov-10-2025-person-search-now-live.md)