Enhancements

class Enhancements(session_kwargs, client, return_type='raw')

Methods

delete_cass_ncoa_projects(id, project_id)

Remove a CASS/NCOA Enhancement from a project

delete_cass_ncoa_runs(id, run_id)

Cancel a run

delete_cass_ncoa_shares_groups(id, group_id)

Revoke the permissions a group has on this object

delete_cass_ncoa_shares_users(id, user_id)

Revoke the permissions a user has on this object

delete_civis_data_match_projects(id, project_id)

Remove a Civis Data Match Enhancement from a project

delete_civis_data_match_runs(id, run_id)

Cancel a run

delete_civis_data_match_shares_groups(id, ...)

Revoke the permissions a group has on this object

delete_civis_data_match_shares_users(id, user_id)

Revoke the permissions a user has on this object

delete_geocode_projects(id, project_id)

Remove a Geocode Enhancement from a project

delete_geocode_runs(id, run_id)

Cancel a run

delete_geocode_shares_groups(id, group_id)

Revoke the permissions a group has on this object

delete_geocode_shares_users(id, user_id)

Revoke the permissions a user has on this object

delete_identity_resolution_projects(id, ...)

Remove an Identity Resolution Enhancement from a project

delete_identity_resolution_runs(id, run_id)

Cancel a run

delete_identity_resolution_shares_groups(id, ...)

Revoke the permissions a group has on this object

delete_identity_resolution_shares_users(id, ...)

Revoke the permissions a user has on this object

get_cass_ncoa(id)

Get a CASS/NCOA Enhancement

get_cass_ncoa_runs(id, run_id)

Check status of a run

get_civis_data_match(id)

Get a Civis Data Match Enhancement

get_civis_data_match_runs(id, run_id)

Check status of a run

get_geocode(id)

Get a Geocode Enhancement

get_geocode_runs(id, run_id)

Check status of a run

get_identity_resolution(id, *[, is_legacy_id])

Get an Identity Resolution Enhancement

get_identity_resolution_runs(id, run_id)

Check status of a run

list(*[, type, author, status, archived, ...])

List Enhancements

list_cass_ncoa_dependencies(id, *[, user_id])

List dependent objects for this object

list_cass_ncoa_projects(id, *[, hidden])

List the projects a CASS/NCOA Enhancement belongs to

list_cass_ncoa_runs(id, *[, limit, ...])

List runs for the given CASS NCOA job

list_cass_ncoa_runs_logs(id, run_id, *[, ...])

Get the logs for a run

list_cass_ncoa_runs_outputs(id, run_id, *[, ...])

List the outputs for a run

list_cass_ncoa_shares(id)

List users and groups permissioned on this object

list_civis_data_match_dependencies(id, *[, ...])

List dependent objects for this object

list_civis_data_match_projects(id, *[, hidden])

List the projects a Civis Data Match Enhancement belongs to

list_civis_data_match_runs(id, *[, limit, ...])

List runs for the given Civis Data Match job

list_civis_data_match_runs_logs(id, run_id, *)

Get the logs for a run

list_civis_data_match_runs_outputs(id, run_id, *)

List the outputs for a run

list_civis_data_match_shares(id)

List users and groups permissioned on this object

list_field_mapping()

List the fields in a field mapping for Civis Data Match, Data Unification, and Table Deduplication jobs

list_geocode_dependencies(id, *[, user_id])

List dependent objects for this object

list_geocode_projects(id, *[, hidden])

List the projects a Geocode Enhancement belongs to

list_geocode_runs(id, *[, limit, page_num, ...])

List runs for the given Geocode job

list_geocode_runs_logs(id, run_id, *[, ...])

Get the logs for a run

list_geocode_runs_outputs(id, run_id, *[, ...])

List the outputs for a run

list_geocode_shares(id)

List users and groups permissioned on this object

list_identity_resolution(*[, archived, ...])

List Identity Resolution Enhancements

list_identity_resolution_dependencies(id, *)

List dependent objects for this object

list_identity_resolution_projects(id, *[, ...])

List the projects an Identity Resolution Enhancement belongs to

list_identity_resolution_runs(id, *[, ...])

List runs for the given Identity Resolution job

list_identity_resolution_runs_logs(id, run_id, *)

Get the logs for a run

list_identity_resolution_shares(id)

List users and groups permissioned on this object

list_types()

List available enhancement types

patch_cass_ncoa(id, *[, name, schedule, ...])

Update some attributes of this CASS/NCOA Enhancement

patch_civis_data_match(id, *[, name, ...])

Update some attributes of this Civis Data Match Enhancement

patch_geocode(id, *[, name, schedule, ...])

Update some attributes of this Geocode Enhancement

patch_identity_resolution(id, *[, name, ...])

Update some attributes of this Identity Resolution Enhancement

post_cass_ncoa(name, source, *[, schedule, ...])

Create a CASS/NCOA Enhancement

post_cass_ncoa_cancel(id)

Cancel a run

post_cass_ncoa_runs(id)

Start a run

post_civis_data_match(name, ...[, schedule, ...])

Create a Civis Data Match Enhancement

post_civis_data_match_cancel(id)

Cancel a run

post_civis_data_match_clone(id, *[, ...])

Clone this Civis Data Match Enhancement

post_civis_data_match_runs(id)

Start a run

post_geocode(name, remote_host_id, ...[, ...])

Create a Geocode Enhancement

post_geocode_cancel(id)

Cancel a run

post_geocode_runs(id)

Start a run

post_identity_resolution(name, sources, *[, ...])

Create an Identity Resolution Enhancement

post_identity_resolution_cancel(id)

Cancel a run

post_identity_resolution_clone(id, *[, ...])

Clone this Identity Resolution Enhancement

post_identity_resolution_runs(id)

Start a run

put_cass_ncoa(id, name, source, *[, ...])

Replace all attributes of this CASS/NCOA Enhancement

put_cass_ncoa_archive(id, status)

Update the archive status of this object

put_cass_ncoa_projects(id, project_id)

Add a CASS/NCOA Enhancement to a project

put_cass_ncoa_shares_groups(id, group_ids, ...)

Set the permissions groups has on this object

put_cass_ncoa_shares_users(id, user_ids, ...)

Set the permissions users have on this object

put_cass_ncoa_transfer(id, user_id, ...[, ...])

Transfer ownership of this object to another user

put_civis_data_match(id, name, ...[, ...])

Replace all attributes of this Civis Data Match Enhancement

put_civis_data_match_archive(id, status)

Update the archive status of this object

put_civis_data_match_projects(id, project_id)

Add a Civis Data Match Enhancement to a project

put_civis_data_match_shares_groups(id, ...)

Set the permissions groups has on this object

put_civis_data_match_shares_users(id, ...[, ...])

Set the permissions users have on this object

put_civis_data_match_transfer(id, user_id, ...)

Transfer ownership of this object to another user

put_geocode(id, name, remote_host_id, ...[, ...])

Replace all attributes of this Geocode Enhancement

put_geocode_archive(id, status)

Update the archive status of this object

put_geocode_projects(id, project_id)

Add a Geocode Enhancement to a project

put_geocode_shares_groups(id, group_ids, ...)

Set the permissions groups has on this object

put_geocode_shares_users(id, user_ids, ...)

Set the permissions users have on this object

put_geocode_transfer(id, user_id, ...[, ...])

Transfer ownership of this object to another user

put_identity_resolution(id, name, sources, *)

Replace all attributes of this Identity Resolution Enhancement

put_identity_resolution_archive(id, status)

Update the archive status of this object

put_identity_resolution_projects(id, project_id)

Add an Identity Resolution Enhancement to a project

put_identity_resolution_shares_groups(id, ...)

Set the permissions groups has on this object

put_identity_resolution_shares_users(id, ...)

Set the permissions users have on this object

put_identity_resolution_transfer(id, ...[, ...])

Transfer ownership of this object to another user

Examples

>>> import civis
>>> client = civis.APIClient()
>>> client.enhancements.post_civis_data_match(...)
delete_cass_ncoa_projects(id: int, project_id: int) Response

Remove a CASS/NCOA Enhancement from a project

Parameters:
idint

The ID of the CASS/NCOA Enhancement.

project_idint

The ID of the project.

Returns:
None

Response code 204: success

delete_cass_ncoa_runs(id: int, run_id: int) Response

Cancel a run

Parameters:
idint

The ID of the CASS NCOA job.

run_idint

The ID of the run.

Returns:
None

Response code 202: success

delete_cass_ncoa_shares_groups(id: int, group_id: int) Response

Revoke the permissions a group has on this object

Parameters:
idint

The ID of the resource that is shared.

group_idint

The ID of the group.

Returns:
None

Response code 204: success

delete_cass_ncoa_shares_users(id: int, user_id: int) Response

Revoke the permissions a user has on this object

Parameters:
idint

The ID of the resource that is shared.

user_idint

The ID of the user.

Returns:
None

Response code 204: success

delete_civis_data_match_projects(id: int, project_id: int) Response

Remove a Civis Data Match Enhancement from a project

Parameters:
idint

The ID of the Civis Data Match Enhancement.

project_idint

The ID of the project.

Returns:
None

Response code 204: success

delete_civis_data_match_runs(id: int, run_id: int) Response

Cancel a run

Parameters:
idint

The ID of the Civis Data Match job.

run_idint

The ID of the run.

Returns:
None

Response code 202: success

delete_civis_data_match_shares_groups(id: int, group_id: int) Response

Revoke the permissions a group has on this object

Parameters:
idint

The ID of the resource that is shared.

group_idint

The ID of the group.

Returns:
None

Response code 204: success

delete_civis_data_match_shares_users(id: int, user_id: int) Response

Revoke the permissions a user has on this object

Parameters:
idint

The ID of the resource that is shared.

user_idint

The ID of the user.

Returns:
None

Response code 204: success

delete_geocode_projects(id: int, project_id: int) Response

Remove a Geocode Enhancement from a project

Parameters:
idint

The ID of the Geocode Enhancement.

project_idint

The ID of the project.

Returns:
None

Response code 204: success

delete_geocode_runs(id: int, run_id: int) Response

Cancel a run

Parameters:
idint

The ID of the Geocode job.

run_idint

The ID of the run.

Returns:
None

Response code 202: success

delete_geocode_shares_groups(id: int, group_id: int) Response

Revoke the permissions a group has on this object

Parameters:
idint

The ID of the resource that is shared.

group_idint

The ID of the group.

Returns:
None

Response code 204: success

delete_geocode_shares_users(id: int, user_id: int) Response

Revoke the permissions a user has on this object

Parameters:
idint

The ID of the resource that is shared.

user_idint

The ID of the user.

Returns:
None

Response code 204: success

delete_identity_resolution_projects(id: int, project_id: int) Response

Remove an Identity Resolution Enhancement from a project

Parameters:
idint

The ID of the Identity Resolution Enhancement.

project_idint

The ID of the project.

Returns:
None

Response code 204: success

delete_identity_resolution_runs(id: int, run_id: int) Response

Cancel a run

Parameters:
idint

The ID of the Identity Resolution job.

run_idint

The ID of the run.

Returns:
None

Response code 202: success

delete_identity_resolution_shares_groups(id: int, group_id: int) Response

Revoke the permissions a group has on this object

Parameters:
idint

The ID of the resource that is shared.

group_idint

The ID of the group.

Returns:
None

Response code 204: success

delete_identity_resolution_shares_users(id: int, user_id: int) Response

Revoke the permissions a user has on this object

Parameters:
idint

The ID of the resource that is shared.

user_idint

The ID of the user.

Returns:
None

Response code 204: success

get_cass_ncoa(id: int) Response

Get a CASS/NCOA Enhancement

Parameters:
idint
Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • sourcecivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name of the source table.

      • tablestr

        The name of the source table.

      • remote_host_idint

        The ID of the database host for the table.

      • credential_idint

        The id of the credentials to be used when performing the enhancement.

      • multipart_keyList[str]

        The source table primary key.

  • destinationcivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name for the output data.

      • tablestr

        The table name for the output data.

  • column_mappingcivis.Response
    • address1str

      The first address line.

    • address2str

      The second address line.

    • citystr

      The city of an address.

    • statestr

      The state of an address.

    • zipstr

      The zip code of an address.

    • namestr

      The full name of the resident at this address. If needed, separate multiple columns with +, e.g. first_name+last_name

    • companystr

      The name of the company located at this address.

  • use_default_column_mappingbool

    Defaults to true, where the existing column mapping on the input table will be used. If false, a custom column mapping must be provided.

  • perform_ncoabool

    Whether to update addresses for records matching the National Change of Address (NCOA) database.

  • ncoa_credential_idint

    Credential to use when performing NCOA updates. Required if ‘performNcoa’ is true.

  • output_levelstr

    The set of fields persisted by a CASS or NCOA enhancement.For CASS enhancements, one of ‘cass’ or ‘all.’For NCOA enhancements, one of ‘cass’, ‘ncoa’ , ‘coalesced’ or ‘all’.By default, all fields will be returned.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • batch_sizeint

    The maximum number of records processed at a time. Note that this parameter is not available to all users.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

get_cass_ncoa_runs(id: int, run_id: int) Response

Check status of a run

Parameters:
idint

The ID of the CASS NCOA job.

run_idint

The ID of the run.

Returns:
civis.Response
  • idint

    The ID of the run.

  • cass_ncoa_idint

    The ID of the CASS NCOA job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

get_civis_data_match(id: int) Response

Get a Civis Data Match Enhancement

Parameters:
idint
Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • input_field_mappingcivis.Response

    The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

  • input_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • match_target_idint

    The ID of the Civis Data match target. See /match_targets for IDs.

  • output_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • max_matchesint

    The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

  • thresholdfloat (float)

    The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

  • archivedbool

    Whether the Civis Data Match Job has been archived.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

  • parent_idint

    Parent ID that triggers this enhancement.

get_civis_data_match_runs(id: int, run_id: int) Response

Check status of a run

Parameters:
idint

The ID of the Civis Data Match job.

run_idint

The ID of the run.

Returns:
civis.Response
  • idint

    The ID of the run.

  • civis_data_match_idint

    The ID of the Civis Data Match job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

get_geocode(id: int) Response

Get a Geocode Enhancement

Parameters:
idint
Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • remote_host_idint

    The ID of the remote host.

  • credential_idint

    The ID of the remote host credential.

  • source_schema_and_tablestr

    The source database schema and table.

  • multipart_keyList[str]

    The source table primary key.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • target_schemastr

    The output table schema.

  • target_tablestr

    The output table name.

  • countrystr

    The country of the addresses to be geocoded; either ‘us’ or ‘ca’.

  • providerstr

    The geocoding provider; one of postgis and geocoder_ca.

  • output_addressbool

    Whether to output the parsed address. Only guaranteed for the ‘postgis’ provider.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

get_geocode_runs(id: int, run_id: int) Response

Check status of a run

Parameters:
idint

The ID of the Geocode job.

run_idint

The ID of the run.

Returns:
civis.Response
  • idint

    The ID of the run.

  • geocode_idint

    The ID of the Geocode job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

get_identity_resolution(id: int, *, is_legacy_id: bool = None) Response

Get an Identity Resolution Enhancement

Parameters:
idint

The ID for the enhancement.

is_legacy_idbool, optional

Whether the given ID is for the Identity Resolution job in the legacy service app.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • archivedstr

    The archival status of the requested item(s).

  • thresholdfloat (float)

    A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

  • sourcesList[civis.Response]

    The source(s) to resolve via a run of this job.

    • namestr

      A user-specified name for the source.

    • descriptionstr

      A description of the source.

    • database_namestr

      The name of the source database.

    • schema_namestr

      The name of the source schema.

    • table_namestr

      The name of the source table.

    • field_mappingcivis.Response

      A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

  • match_target_idint

    The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

  • enforced_linksList[civis.Response]

    A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

    • source1str

      Name of the first source. Must be defined in Sources list.

    • source1_join_colstr

      Column from the first source to join on.

    • source2str

      Name of the second source. Must be defined in Sources list

    • source2_join_colstr

      Column from the second source to join on.

  • customer_graphcivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • golden_tablecivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

    • fieldsList[civis.Response]
      • field_namestr

        The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

      • rule_typestr

        One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

      • source_preferencesList[civis.Response]

        Rank order for sources, when rule_type is “preferred_source”.

        • source_namestr

          The name of the source.

        • rankingint

          How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

  • link_scorescivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • legacy_idint

    ID of this pipeline in the legacy IDR service application.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

    • configstr

      How the Identity Resolution job was configured for this run.

    • sample_records_querystr

      A SQL query to produce a sample of records to inspect.

    • expand_cluster_querystr

      A customizable query to view PII associated with resolved ids.

    • run_metricscivis.Response
      • num_recordsint

        The number of input records for this run.

      • unique_idsint

        The number of distinct unique IDs in the input records for this run.

      • unique_deduplicated_idsint

        The number of resolved IDs associated with more than one unique ID in the input.

      • max_cluster_sizeint

        The number of records in the largest cluster of resolved IDs.

      • avg_cluster_sizefloat (float)

        The average number of records with the same resolved ID.

      • cluster_size_frequenciescivis.Response

        A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

    • error_sectionstr

      If there was a failure, this will denote which section of the Identity Resolution job failed. One of: data_preparation, compute_setup or data_processing.

get_identity_resolution_runs(id: int, run_id: int) Response

Check status of a run

Parameters:
idint

The ID of the Identity Resolution job.

run_idint

The ID of the run.

Returns:
civis.Response
  • idint

    The ID of the run.

  • identity_resolution_idint

    The ID of the Identity Resolution job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

  • configstr

    How the Identity Resolution job was configured for this run.

  • sample_records_querystr

    A SQL query to produce a sample of records to inspect.

  • expand_cluster_querystr

    A customizable query to view PII associated with resolved ids.

  • run_metricscivis.Response
    • num_recordsint

      The number of input records for this run.

    • unique_idsint

      The number of distinct unique IDs in the input records for this run.

    • unique_deduplicated_idsint

      The number of resolved IDs associated with more than one unique ID in the input.

    • max_cluster_sizeint

      The number of records in the largest cluster of resolved IDs.

    • avg_cluster_sizefloat (float)

      The average number of records with the same resolved ID.

    • cluster_size_frequenciescivis.Response

      A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

  • error_sectionstr

    If there was a failure, this will denote which section of the Identity Resolution job failed. One of: data_preparation, compute_setup or data_processing.

list(*, type: str = None, author: str = None, status: str = None, archived: str = None, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List Enhancements

Parameters:
typestr, optional

If specified, return items of these types.

authorstr, optional

If specified, return items from any of these authors. It accepts a comma- separated list of user IDs.

statusstr, optional

If specified, returns items with one of these statuses. It accepts a comma- separated list, possible values are ‘running’, ‘failed’, ‘succeeded’, ‘idle’, ‘scheduled’.

archivedstr, optional

The archival status of the requested item(s).

limitint, optional

Number of results to return. Defaults to 20. Maximum allowed is 50.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to updated_at. Must be one of: updated_at, name, created_at, last_run.updated_at.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • archivedstr

    The archival status of the requested item(s).

list_cass_ncoa_dependencies(id: int, *, user_id: int = None) Response

List dependent objects for this object

Parameters:
idint

The ID of the resource that is shared.

user_idint, optional

ID of target user

Returns:
civis.Response
  • object_typestr

    Dependent object type

  • fco_typestr

    Human readable dependent object type

  • idint

    Dependent object ID

  • namestr

    Dependent object name, or nil if the requesting user cannot read this object

  • permission_levelstr

    Permission level of target user (not user’s groups) for dependent object. Null if no target user or not shareable (e.g. a database table).

  • descriptionstr

    Additional information about the dependency, if relevant

  • shareablebool

    Whether or not the requesting user can share this object.

list_cass_ncoa_projects(id: int, *, hidden: bool = None) Response

List the projects a CASS/NCOA Enhancement belongs to

Parameters:
idint

The ID of the CASS/NCOA Enhancement.

hiddenbool, optional

If specified to be true, returns hidden items. Defaults to false, returning non-hidden items.

Returns:
civis.Response
  • idint

    The ID for this project.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • namestr

    The name of this project.

  • descriptionstr

    A description of the project.

  • usersList[civis.Response]

    Users who can see the project.

    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • auto_share : bool

  • created_at : str (time)

  • updated_at : str (time)

  • archivedstr

    The archival status of the requested item(s).

list_cass_ncoa_runs(id: int, *, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List runs for the given CASS NCOA job

Parameters:
idint

The ID of the CASS NCOA job.

limitint, optional

Number of results to return. Defaults to 20. Maximum allowed is 100.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to id. Must be one of: id.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • idint

    The ID of the run.

  • cass_ncoa_idint

    The ID of the CASS NCOA job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

list_cass_ncoa_runs_logs(id: int, run_id: int, *, last_id: int = None, limit: int = None) Response

Get the logs for a run

Parameters:
idint

The ID of the CASS NCOA job.

run_idint

The ID of the run.

last_idint, optional

The ID of the last log message received. Log entries with this ID value or lower will be omitted.Logs are sorted by ID if this value is provided, and are otherwise sorted by createdAt.

limitint, optional

The maximum number of log messages to return. Default of 10000.

Returns:
civis.Response
  • idint

    The ID of the log.

  • created_atstr (date-time)

    The time the log was created.

  • messagestr

    The log message.

  • levelstr

    The level of the log. One of unknown,fatal,error,warn,info,debug.

list_cass_ncoa_runs_outputs(id: int, run_id: int, *, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List the outputs for a run

Parameters:
idint

The ID of the job.

run_idint

The ID of the run.

limitint, optional

Number of results to return. Defaults to its maximum of 50.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to created_at. Must be one of: created_at, id.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • object_typestr

    The type of the output. Valid values are File, Table, Report, Project, Credential, or JSONValue

  • object_idint

    The ID of the output.

  • namestr

    The name of the output.

  • linkstr

    The hypermedia link to the output.

  • value : object

list_cass_ncoa_shares(id: int) Response

List users and groups permissioned on this object

Parameters:
idint

The ID of the resource that is shared.

Returns:
civis.Response
list_civis_data_match_dependencies(id: int, *, user_id: int = None) Response

List dependent objects for this object

Parameters:
idint

The ID of the resource that is shared.

user_idint, optional

ID of target user

Returns:
civis.Response
  • object_typestr

    Dependent object type

  • fco_typestr

    Human readable dependent object type

  • idint

    Dependent object ID

  • namestr

    Dependent object name, or nil if the requesting user cannot read this object

  • permission_levelstr

    Permission level of target user (not user’s groups) for dependent object. Null if no target user or not shareable (e.g. a database table).

  • descriptionstr

    Additional information about the dependency, if relevant

  • shareablebool

    Whether or not the requesting user can share this object.

list_civis_data_match_projects(id: int, *, hidden: bool = None) Response

List the projects a Civis Data Match Enhancement belongs to

Parameters:
idint

The ID of the Civis Data Match Enhancement.

hiddenbool, optional

If specified to be true, returns hidden items. Defaults to false, returning non-hidden items.

Returns:
civis.Response
  • idint

    The ID for this project.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • namestr

    The name of this project.

  • descriptionstr

    A description of the project.

  • usersList[civis.Response]

    Users who can see the project.

    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • auto_share : bool

  • created_at : str (time)

  • updated_at : str (time)

  • archivedstr

    The archival status of the requested item(s).

list_civis_data_match_runs(id: int, *, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List runs for the given Civis Data Match job

Parameters:
idint

The ID of the Civis Data Match job.

limitint, optional

Number of results to return. Defaults to 20. Maximum allowed is 100.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to id. Must be one of: id.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • idint

    The ID of the run.

  • civis_data_match_idint

    The ID of the Civis Data Match job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

list_civis_data_match_runs_logs(id: int, run_id: int, *, last_id: int = None, limit: int = None) Response

Get the logs for a run

Parameters:
idint

The ID of the Civis Data Match job.

run_idint

The ID of the run.

last_idint, optional

The ID of the last log message received. Log entries with this ID value or lower will be omitted.Logs are sorted by ID if this value is provided, and are otherwise sorted by createdAt.

limitint, optional

The maximum number of log messages to return. Default of 10000.

Returns:
civis.Response
  • idint

    The ID of the log.

  • created_atstr (date-time)

    The time the log was created.

  • messagestr

    The log message.

  • levelstr

    The level of the log. One of unknown,fatal,error,warn,info,debug.

list_civis_data_match_runs_outputs(id: int, run_id: int, *, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List the outputs for a run

Parameters:
idint

The ID of the job.

run_idint

The ID of the run.

limitint, optional

Number of results to return. Defaults to its maximum of 50.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to created_at. Must be one of: created_at, id.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • object_typestr

    The type of the output. Valid values are File, Table, Report, Project, Credential, or JSONValue

  • object_idint

    The ID of the output.

  • namestr

    The name of the output.

  • linkstr

    The hypermedia link to the output.

  • value : object

list_civis_data_match_shares(id: int) Response

List users and groups permissioned on this object

Parameters:
idint

The ID of the resource that is shared.

Returns:
civis.Response
list_field_mapping() Response

List the fields in a field mapping for Civis Data Match, Data Unification, and Table Deduplication jobs

Returns:
civis.Response
  • fieldstr

    The name of the field.

  • descriptionstr

    The description of the field.

list_geocode_dependencies(id: int, *, user_id: int = None) Response

List dependent objects for this object

Parameters:
idint

The ID of the resource that is shared.

user_idint, optional

ID of target user

Returns:
civis.Response
  • object_typestr

    Dependent object type

  • fco_typestr

    Human readable dependent object type

  • idint

    Dependent object ID

  • namestr

    Dependent object name, or nil if the requesting user cannot read this object

  • permission_levelstr

    Permission level of target user (not user’s groups) for dependent object. Null if no target user or not shareable (e.g. a database table).

  • descriptionstr

    Additional information about the dependency, if relevant

  • shareablebool

    Whether or not the requesting user can share this object.

list_geocode_projects(id: int, *, hidden: bool = None) Response

List the projects a Geocode Enhancement belongs to

Parameters:
idint

The ID of the Geocode Enhancement.

hiddenbool, optional

If specified to be true, returns hidden items. Defaults to false, returning non-hidden items.

Returns:
civis.Response
  • idint

    The ID for this project.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • namestr

    The name of this project.

  • descriptionstr

    A description of the project.

  • usersList[civis.Response]

    Users who can see the project.

    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • auto_share : bool

  • created_at : str (time)

  • updated_at : str (time)

  • archivedstr

    The archival status of the requested item(s).

list_geocode_runs(id: int, *, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List runs for the given Geocode job

Parameters:
idint

The ID of the Geocode job.

limitint, optional

Number of results to return. Defaults to 20. Maximum allowed is 100.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to id. Must be one of: id.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • idint

    The ID of the run.

  • geocode_idint

    The ID of the Geocode job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

list_geocode_runs_logs(id: int, run_id: int, *, last_id: int = None, limit: int = None) Response

Get the logs for a run

Parameters:
idint

The ID of the Geocode job.

run_idint

The ID of the run.

last_idint, optional

The ID of the last log message received. Log entries with this ID value or lower will be omitted.Logs are sorted by ID if this value is provided, and are otherwise sorted by createdAt.

limitint, optional

The maximum number of log messages to return. Default of 10000.

Returns:
civis.Response
  • idint

    The ID of the log.

  • created_atstr (date-time)

    The time the log was created.

  • messagestr

    The log message.

  • levelstr

    The level of the log. One of unknown,fatal,error,warn,info,debug.

list_geocode_runs_outputs(id: int, run_id: int, *, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List the outputs for a run

Parameters:
idint

The ID of the job.

run_idint

The ID of the run.

limitint, optional

Number of results to return. Defaults to its maximum of 50.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to created_at. Must be one of: created_at, id.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • object_typestr

    The type of the output. Valid values are File, Table, Report, Project, Credential, or JSONValue

  • object_idint

    The ID of the output.

  • namestr

    The name of the output.

  • linkstr

    The hypermedia link to the output.

  • value : object

list_geocode_shares(id: int) Response

List users and groups permissioned on this object

Parameters:
idint

The ID of the resource that is shared.

Returns:
civis.Response
list_identity_resolution(*, archived: str = None, status: str = None, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List Identity Resolution Enhancements

Parameters:
archivedstr, optional

The archival status of the requested item(s).

statusstr, optional

If specified, returns items with one of these statuses. It accepts a comma- separated list, possible values are ‘running’, ‘failed’, ‘succeeded’, ‘idle’, ‘scheduled’.

limitint, optional

Number of results to return. Defaults to 50. Maximum allowed is 100.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to updated_at. Must be one of: updated_at, created_at, last_run_updated_at.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • archivedstr

    The archival status of the requested item(s).

  • sourcesList[civis.Response]

    The source(s) to resolve via a run of this job.

    • namestr

      A user-specified name for the source.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

    • sample_records_querystr

      A SQL query to produce a sample of records to inspect.

    • expand_cluster_querystr

      A customizable query to view PII associated with resolved ids.

    • run_metricscivis.Response
      • num_recordsint

        The number of input records for this run.

      • unique_idsint

        The number of distinct unique IDs in the input records for this run.

      • unique_deduplicated_idsint

        The number of resolved IDs associated with more than one unique ID in the input.

      • max_cluster_sizeint

        The number of records in the largest cluster of resolved IDs.

      • avg_cluster_sizefloat (float)

        The average number of records with the same resolved ID.

      • cluster_size_frequenciescivis.Response

        A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

list_identity_resolution_dependencies(id: int, *, user_id: int = None) Response

List dependent objects for this object

Parameters:
idint

The ID of the resource that is shared.

user_idint, optional

ID of target user

Returns:
civis.Response
  • object_typestr

    Dependent object type

  • fco_typestr

    Human readable dependent object type

  • idint

    Dependent object ID

  • namestr

    Dependent object name, or nil if the requesting user cannot read this object

  • permission_levelstr

    Permission level of target user (not user’s groups) for dependent object. Null if no target user or not shareable (e.g. a database table).

  • descriptionstr

    Additional information about the dependency, if relevant

  • shareablebool

    Whether or not the requesting user can share this object.

list_identity_resolution_projects(id: int, *, hidden: bool = None) Response

List the projects an Identity Resolution Enhancement belongs to

Parameters:
idint

The ID of the Identity Resolution Enhancement.

hiddenbool, optional

If specified to be true, returns hidden items. Defaults to false, returning non-hidden items.

Returns:
civis.Response
  • idint

    The ID for this project.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • namestr

    The name of this project.

  • descriptionstr

    A description of the project.

  • usersList[civis.Response]

    Users who can see the project.

    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • auto_share : bool

  • created_at : str (time)

  • updated_at : str (time)

  • archivedstr

    The archival status of the requested item(s).

list_identity_resolution_runs(id: int, *, limit: int = None, page_num: int = None, order: str = None, order_dir: str = None, iterator: bool = None) list[Response] | PaginatedResponse

List runs for the given Identity Resolution job

Parameters:
idint

The ID of the Identity Resolution job.

limitint, optional

Number of results to return. Defaults to 20. Maximum allowed is 100.

page_numint, optional

Page number of the results to return. Defaults to the first page, 1.

orderstr, optional

The field on which to order the result set. Defaults to id. Must be one of: id.

order_dirstr, optional

Direction in which to sort, either asc (ascending) or desc (descending) defaulting to desc.

iteratorbool, optional

If True, return a generator (specifically, a civis.PaginatedResponse object) to iterate over all responses. Use it when more results than the maximum allowed by ‘limit’ are needed. When True, ‘page_num’ is ignored. If False, return a list of civis.Response objects, whose size is determined by ‘limit’. Defaults to False.

Returns:
civis.PaginatedResponse
  • idint

    The ID of the run.

  • identity_resolution_idint

    The ID of the Identity Resolution job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

  • sample_records_querystr

    A SQL query to produce a sample of records to inspect.

  • expand_cluster_querystr

    A customizable query to view PII associated with resolved ids.

  • run_metricscivis.Response
    • num_recordsint

      The number of input records for this run.

    • unique_idsint

      The number of distinct unique IDs in the input records for this run.

    • unique_deduplicated_idsint

      The number of resolved IDs associated with more than one unique ID in the input.

    • max_cluster_sizeint

      The number of records in the largest cluster of resolved IDs.

    • avg_cluster_sizefloat (float)

      The average number of records with the same resolved ID.

    • cluster_size_frequenciescivis.Response

      A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

list_identity_resolution_runs_logs(id: int, run_id: int, *, last_id: int = None, limit: int = None) Response

Get the logs for a run

Parameters:
idint

The ID of the Identity Resolution job.

run_idint

The ID of the run.

last_idint, optional

The ID of the last log message received. Log entries with this ID value or lower will be omitted.Logs are sorted by ID if this value is provided, and are otherwise sorted by createdAt.

limitint, optional

The maximum number of log messages to return. Default of 10000.

Returns:
civis.Response
  • idint

    The ID of the log.

  • created_atstr (date-time)

    The time the log was created.

  • messagestr

    The log message.

  • levelstr

    The level of the log. One of unknown,fatal,error,warn,info,debug.

list_identity_resolution_shares(id: int) Response

List users and groups permissioned on this object

Parameters:
idint

The ID of the resource that is shared.

Returns:
civis.Response
list_types() Response

List available enhancement types

Returns:
civis.Response
  • namestr

    The name of the type.

patch_cass_ncoa(id: int, *, name: str = None, schedule: dict = None, notifications: dict = None, source: dict = None, destination: dict = None, column_mapping: dict = None, use_default_column_mapping: bool = None, perform_ncoa: bool = None, ncoa_credential_id: int = None, output_level: str = None, limiting_sql: str = None, batch_size: int = None, parent_id: int = None) Response

Update some attributes of this CASS/NCOA Enhancement

Parameters:
idint

The ID for the enhancement.

namestr, optional

The name of the enhancement job.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

sourcedict, optional
  • database_tabledict
    • schemastr

      The schema name of the source table.

    • tablestr

      The name of the source table.

    • remote_host_idint

      The ID of the database host for the table.

    • credential_idint

      The id of the credentials to be used when performing the enhancement.

    • multipart_keyList[str]

      The source table primary key.

destinationdict, optional
  • database_tabledict
    • schemastr

      The schema name for the output data.

    • tablestr

      The table name for the output data.

column_mappingdict, optional
  • address1str

    The first address line.

  • address2str

    The second address line.

  • citystr

    The city of an address.

  • statestr

    The state of an address.

  • zipstr

    The zip code of an address.

  • namestr

    The full name of the resident at this address. If needed, separate multiple columns with +, e.g. first_name+last_name

  • companystr

    The name of the company located at this address.

use_default_column_mappingbool, optional

Defaults to true, where the existing column mapping on the input table will be used. If false, a custom column mapping must be provided.

perform_ncoabool, optional

Whether to update addresses for records matching the National Change of Address (NCOA) database.

ncoa_credential_idint, optional

Credential to use when performing NCOA updates. Required if ‘performNcoa’ is true.

output_levelstr, optional

The set of fields persisted by a CASS or NCOA enhancement.For CASS enhancements, one of ‘cass’ or ‘all.’For NCOA enhancements, one of ‘cass’, ‘ncoa’ , ‘coalesced’ or ‘all’.By default, all fields will be returned.

limiting_sqlstr, optional

The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

batch_sizeint, optional

The maximum number of records processed at a time. Note that this parameter is not available to all users.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • sourcecivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name of the source table.

      • tablestr

        The name of the source table.

      • remote_host_idint

        The ID of the database host for the table.

      • credential_idint

        The id of the credentials to be used when performing the enhancement.

      • multipart_keyList[str]

        The source table primary key.

  • destinationcivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name for the output data.

      • tablestr

        The table name for the output data.

  • column_mappingcivis.Response
    • address1str

      The first address line.

    • address2str

      The second address line.

    • citystr

      The city of an address.

    • statestr

      The state of an address.

    • zipstr

      The zip code of an address.

    • namestr

      The full name of the resident at this address. If needed, separate multiple columns with +, e.g. first_name+last_name

    • companystr

      The name of the company located at this address.

  • use_default_column_mappingbool

    Defaults to true, where the existing column mapping on the input table will be used. If false, a custom column mapping must be provided.

  • perform_ncoabool

    Whether to update addresses for records matching the National Change of Address (NCOA) database.

  • ncoa_credential_idint

    Credential to use when performing NCOA updates. Required if ‘performNcoa’ is true.

  • output_levelstr

    The set of fields persisted by a CASS or NCOA enhancement.For CASS enhancements, one of ‘cass’ or ‘all.’For NCOA enhancements, one of ‘cass’, ‘ncoa’ , ‘coalesced’ or ‘all’.By default, all fields will be returned.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • batch_sizeint

    The maximum number of records processed at a time. Note that this parameter is not available to all users.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

patch_civis_data_match(id: int, *, name: str = None, schedule: dict = None, notifications: dict = None, input_field_mapping: dict = None, input_table: dict = None, match_target_id: int = None, output_table: dict = None, max_matches: int = None, threshold: float = None, archived: bool = None, parent_id: int = None) Response

Update some attributes of this Civis Data Match Enhancement

Parameters:
idint

The ID for the enhancement.

namestr, optional

The name of the enhancement job.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

input_field_mappingdict, optional

The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

input_tabledict, optional
  • database_namestr

    The Redshift database name for the table.

  • schemastr

    The schema name for the table.

  • tablestr

    The table name.

match_target_idint, optional

The ID of the Civis Data match target. See /match_targets for IDs.

output_tabledict, optional
  • database_namestr

    The Redshift database name for the table.

  • schemastr

    The schema name for the table.

  • tablestr

    The table name.

max_matchesint, optional

The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

thresholdfloat (float), optional

The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

archivedbool, optional

Whether the Civis Data Match Job has been archived.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • input_field_mappingcivis.Response

    The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

  • input_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • match_target_idint

    The ID of the Civis Data match target. See /match_targets for IDs.

  • output_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • max_matchesint

    The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

  • thresholdfloat (float)

    The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

  • archivedbool

    Whether the Civis Data Match Job has been archived.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

  • parent_idint

    Parent ID that triggers this enhancement.

patch_geocode(id: int, *, name: str = None, schedule: dict = None, notifications: dict = None, remote_host_id: int = None, credential_id: int = None, source_schema_and_table: str = None, multipart_key: List[str] = None, limiting_sql: str = None, target_schema: str = None, target_table: str = None, country: str = None, provider: str = None, output_address: bool = None, parent_id: int = None) Response

Update some attributes of this Geocode Enhancement

Parameters:
idint

The ID for the enhancement.

namestr, optional

The name of the enhancement job.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

remote_host_idint, optional

The ID of the remote host.

credential_idint, optional

The ID of the remote host credential.

source_schema_and_tablestr, optional

The source database schema and table.

multipart_keyList[str], optional

The source table primary key.

limiting_sqlstr, optional

The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

target_schemastr, optional

The output table schema.

target_tablestr, optional

The output table name.

countrystr, optional

The country of the addresses to be geocoded; either ‘us’ or ‘ca’.

providerstr, optional

The geocoding provider; one of postgis and geocoder_ca.

output_addressbool, optional

Whether to output the parsed address. Only guaranteed for the ‘postgis’ provider.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • remote_host_idint

    The ID of the remote host.

  • credential_idint

    The ID of the remote host credential.

  • source_schema_and_tablestr

    The source database schema and table.

  • multipart_keyList[str]

    The source table primary key.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • target_schemastr

    The output table schema.

  • target_tablestr

    The output table name.

  • countrystr

    The country of the addresses to be geocoded; either ‘us’ or ‘ca’.

  • providerstr

    The geocoding provider; one of postgis and geocoder_ca.

  • output_addressbool

    Whether to output the parsed address. Only guaranteed for the ‘postgis’ provider.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

patch_identity_resolution(id: int, *, name: str = None, schedule: dict = None, notifications: dict = None, threshold: float = None, sources: List[dict] = None, match_target_id: int = None, enforced_links: List[dict] = None, customer_graph: dict = None, golden_table: dict = None, link_scores: dict = None) Response

Update some attributes of this Identity Resolution Enhancement

Parameters:
idint

The ID for the enhancement.

namestr, optional

The name of the enhancement job.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

thresholdfloat (float), optional

A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

sourcesList[dict], optional

The source(s) to resolve via a run of this job.

  • namestr

    A user-specified name for the source.

  • descriptionstr

    A description of the source.

  • database_namestr

    The name of the source database.

  • schema_namestr

    The name of the source schema.

  • table_namestr

    The name of the source table.

  • field_mappingdict

    A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

match_target_idint, optional

The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

enforced_linksList[dict], optional

A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

  • source1str

    Name of the first source. Must be defined in Sources list.

  • source1_join_colstr

    Column from the first source to join on.

  • source2str

    Name of the second source. Must be defined in Sources list

  • source2_join_colstr

    Column from the second source to join on.

customer_graphdict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

golden_tabledict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

  • fieldsList[dict]
    • field_namestr

      The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

    • rule_typestr

      One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

    • source_preferencesList[dict]

      Rank order for sources, when rule_type is “preferred_source”.

      • source_namestr

        The name of the source.

      • rankingint

        How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

link_scoresdict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • archivedstr

    The archival status of the requested item(s).

  • thresholdfloat (float)

    A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

  • sourcesList[civis.Response]

    The source(s) to resolve via a run of this job.

    • namestr

      A user-specified name for the source.

    • descriptionstr

      A description of the source.

    • database_namestr

      The name of the source database.

    • schema_namestr

      The name of the source schema.

    • table_namestr

      The name of the source table.

    • field_mappingcivis.Response

      A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

  • match_target_idint

    The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

  • enforced_linksList[civis.Response]

    A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

    • source1str

      Name of the first source. Must be defined in Sources list.

    • source1_join_colstr

      Column from the first source to join on.

    • source2str

      Name of the second source. Must be defined in Sources list

    • source2_join_colstr

      Column from the second source to join on.

  • customer_graphcivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • golden_tablecivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

    • fieldsList[civis.Response]
      • field_namestr

        The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

      • rule_typestr

        One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

      • source_preferencesList[civis.Response]

        Rank order for sources, when rule_type is “preferred_source”.

        • source_namestr

          The name of the source.

        • rankingint

          How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

  • link_scorescivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • legacy_idint

    ID of this pipeline in the legacy IDR service application.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

    • configstr

      How the Identity Resolution job was configured for this run.

    • sample_records_querystr

      A SQL query to produce a sample of records to inspect.

    • expand_cluster_querystr

      A customizable query to view PII associated with resolved ids.

    • run_metricscivis.Response
      • num_recordsint

        The number of input records for this run.

      • unique_idsint

        The number of distinct unique IDs in the input records for this run.

      • unique_deduplicated_idsint

        The number of resolved IDs associated with more than one unique ID in the input.

      • max_cluster_sizeint

        The number of records in the largest cluster of resolved IDs.

      • avg_cluster_sizefloat (float)

        The average number of records with the same resolved ID.

      • cluster_size_frequenciescivis.Response

        A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

    • error_sectionstr

      If there was a failure, this will denote which section of the Identity Resolution job failed. One of: data_preparation, compute_setup or data_processing.

post_cass_ncoa(name: str, source: dict, *, schedule: dict = None, notifications: dict = None, destination: dict = None, column_mapping: dict = None, use_default_column_mapping: bool = None, perform_ncoa: bool = None, ncoa_credential_id: int = None, output_level: str = None, limiting_sql: str = None, batch_size: int = None, parent_id: int = None) Response

Create a CASS/NCOA Enhancement

Parameters:
namestr

The name of the enhancement job.

sourcedict
  • database_tabledict
    • schemastr

      The schema name of the source table.

    • tablestr

      The name of the source table.

    • remote_host_idint

      The ID of the database host for the table.

    • credential_idint

      The id of the credentials to be used when performing the enhancement.

    • multipart_keyList[str]

      The source table primary key.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

destinationdict, optional
  • database_tabledict
    • schemastr

      The schema name for the output data.

    • tablestr

      The table name for the output data.

column_mappingdict, optional
  • address1str

    The first address line.

  • address2str

    The second address line.

  • citystr

    The city of an address.

  • statestr

    The state of an address.

  • zipstr

    The zip code of an address.

  • namestr

    The full name of the resident at this address. If needed, separate multiple columns with +, e.g. first_name+last_name

  • companystr

    The name of the company located at this address.

use_default_column_mappingbool, optional

Defaults to true, where the existing column mapping on the input table will be used. If false, a custom column mapping must be provided.

perform_ncoabool, optional

Whether to update addresses for records matching the National Change of Address (NCOA) database.

ncoa_credential_idint, optional

Credential to use when performing NCOA updates. Required if ‘performNcoa’ is true.

output_levelstr, optional

The set of fields persisted by a CASS or NCOA enhancement.For CASS enhancements, one of ‘cass’ or ‘all.’For NCOA enhancements, one of ‘cass’, ‘ncoa’ , ‘coalesced’ or ‘all’.By default, all fields will be returned.

limiting_sqlstr, optional

The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

batch_sizeint, optional

The maximum number of records processed at a time. Note that this parameter is not available to all users.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • sourcecivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name of the source table.

      • tablestr

        The name of the source table.

      • remote_host_idint

        The ID of the database host for the table.

      • credential_idint

        The id of the credentials to be used when performing the enhancement.

      • multipart_keyList[str]

        The source table primary key.

  • destinationcivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name for the output data.

      • tablestr

        The table name for the output data.

  • column_mappingcivis.Response
    • address1str

      The first address line.

    • address2str

      The second address line.

    • citystr

      The city of an address.

    • statestr

      The state of an address.

    • zipstr

      The zip code of an address.

    • namestr

      The full name of the resident at this address. If needed, separate multiple columns with +, e.g. first_name+last_name

    • companystr

      The name of the company located at this address.

  • use_default_column_mappingbool

    Defaults to true, where the existing column mapping on the input table will be used. If false, a custom column mapping must be provided.

  • perform_ncoabool

    Whether to update addresses for records matching the National Change of Address (NCOA) database.

  • ncoa_credential_idint

    Credential to use when performing NCOA updates. Required if ‘performNcoa’ is true.

  • output_levelstr

    The set of fields persisted by a CASS or NCOA enhancement.For CASS enhancements, one of ‘cass’ or ‘all.’For NCOA enhancements, one of ‘cass’, ‘ncoa’ , ‘coalesced’ or ‘all’.By default, all fields will be returned.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • batch_sizeint

    The maximum number of records processed at a time. Note that this parameter is not available to all users.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

post_cass_ncoa_cancel(id: int) Response

Cancel a run

Parameters:
idint

The ID of the job.

Returns:
civis.Response
  • idint

    The ID of the run.

  • statestr

    The state of the run, one of ‘queued’, ‘running’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

post_cass_ncoa_runs(id: int) Response

Start a run

Parameters:
idint

The ID of the CASS NCOA job.

Returns:
civis.Response
  • idint

    The ID of the run.

  • cass_ncoa_idint

    The ID of the CASS NCOA job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

post_civis_data_match(name: str, input_field_mapping: dict, input_table: dict, match_target_id: int, output_table: dict, *, schedule: dict = None, notifications: dict = None, max_matches: int = None, threshold: float = None, archived: bool = None, parent_id: int = None) Response

Create a Civis Data Match Enhancement

Parameters:
namestr

The name of the enhancement job.

input_field_mappingdict

The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

input_tabledict
  • database_namestr

    The Redshift database name for the table.

  • schemastr

    The schema name for the table.

  • tablestr

    The table name.

match_target_idint

The ID of the Civis Data match target. See /match_targets for IDs.

output_tabledict
  • database_namestr

    The Redshift database name for the table.

  • schemastr

    The schema name for the table.

  • tablestr

    The table name.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

max_matchesint, optional

The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

thresholdfloat (float), optional

The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

archivedbool, optional

Whether the Civis Data Match Job has been archived.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • input_field_mappingcivis.Response

    The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

  • input_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • match_target_idint

    The ID of the Civis Data match target. See /match_targets for IDs.

  • output_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • max_matchesint

    The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

  • thresholdfloat (float)

    The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

  • archivedbool

    Whether the Civis Data Match Job has been archived.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

  • parent_idint

    Parent ID that triggers this enhancement.

post_civis_data_match_cancel(id: int) Response

Cancel a run

Parameters:
idint

The ID of the job.

Returns:
civis.Response
  • idint

    The ID of the run.

  • statestr

    The state of the run, one of ‘queued’, ‘running’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

post_civis_data_match_clone(id: int, *, clone_schedule: bool = None, clone_triggers: bool = None, clone_notifications: bool = None) Response

Clone this Civis Data Match Enhancement

Parameters:
idint

The ID for the enhancement.

clone_schedulebool, optional

If true, also copy the schedule to the new enhancement.

clone_triggersbool, optional

If true, also copy the triggers to the new enhancement.

clone_notificationsbool, optional

If true, also copy the notifications to the new enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • input_field_mappingcivis.Response

    The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

  • input_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • match_target_idint

    The ID of the Civis Data match target. See /match_targets for IDs.

  • output_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • max_matchesint

    The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

  • thresholdfloat (float)

    The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

  • archivedbool

    Whether the Civis Data Match Job has been archived.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

  • parent_idint

    Parent ID that triggers this enhancement.

post_civis_data_match_runs(id: int) Response

Start a run

Parameters:
idint

The ID of the Civis Data Match job.

Returns:
civis.Response
  • idint

    The ID of the run.

  • civis_data_match_idint

    The ID of the Civis Data Match job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

post_geocode(name: str, remote_host_id: int, credential_id: int, source_schema_and_table: str, *, schedule: dict = None, notifications: dict = None, multipart_key: List[str] = None, limiting_sql: str = None, target_schema: str = None, target_table: str = None, country: str = None, provider: str = None, output_address: bool = None, parent_id: int = None) Response

Create a Geocode Enhancement

Parameters:
namestr

The name of the enhancement job.

remote_host_idint

The ID of the remote host.

credential_idint

The ID of the remote host credential.

source_schema_and_tablestr

The source database schema and table.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

multipart_keyList[str], optional

The source table primary key.

limiting_sqlstr, optional

The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

target_schemastr, optional

The output table schema.

target_tablestr, optional

The output table name.

countrystr, optional

The country of the addresses to be geocoded; either ‘us’ or ‘ca’.

providerstr, optional

The geocoding provider; one of postgis and geocoder_ca.

output_addressbool, optional

Whether to output the parsed address. Only guaranteed for the ‘postgis’ provider.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • remote_host_idint

    The ID of the remote host.

  • credential_idint

    The ID of the remote host credential.

  • source_schema_and_tablestr

    The source database schema and table.

  • multipart_keyList[str]

    The source table primary key.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • target_schemastr

    The output table schema.

  • target_tablestr

    The output table name.

  • countrystr

    The country of the addresses to be geocoded; either ‘us’ or ‘ca’.

  • providerstr

    The geocoding provider; one of postgis and geocoder_ca.

  • output_addressbool

    Whether to output the parsed address. Only guaranteed for the ‘postgis’ provider.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

post_geocode_cancel(id: int) Response

Cancel a run

Parameters:
idint

The ID of the job.

Returns:
civis.Response
  • idint

    The ID of the run.

  • statestr

    The state of the run, one of ‘queued’, ‘running’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

post_geocode_runs(id: int) Response

Start a run

Parameters:
idint

The ID of the Geocode job.

Returns:
civis.Response
  • idint

    The ID of the run.

  • geocode_idint

    The ID of the Geocode job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

post_identity_resolution(name: str, sources: List[dict], *, schedule: dict = None, notifications: dict = None, threshold: float = None, match_target_id: int = None, enforced_links: List[dict] = None, customer_graph: dict = None, golden_table: dict = None, link_scores: dict = None, legacy_id: int = None) Response

Create an Identity Resolution Enhancement

Parameters:
namestr

The name of the enhancement job.

sourcesList[dict]

The source(s) to resolve via a run of this job.

  • namestr

    A user-specified name for the source.

  • descriptionstr

    A description of the source.

  • database_namestr

    The name of the source database.

  • schema_namestr

    The name of the source schema.

  • table_namestr

    The name of the source table.

  • field_mappingdict

    A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

thresholdfloat (float), optional

A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

match_target_idint, optional

The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

enforced_linksList[dict], optional

A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

  • source1str

    Name of the first source. Must be defined in Sources list.

  • source1_join_colstr

    Column from the first source to join on.

  • source2str

    Name of the second source. Must be defined in Sources list

  • source2_join_colstr

    Column from the second source to join on.

customer_graphdict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

golden_tabledict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

  • fieldsList[dict]
    • field_namestr

      The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

    • rule_typestr

      One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

    • source_preferencesList[dict]

      Rank order for sources, when rule_type is “preferred_source”.

      • source_namestr

        The name of the source.

      • rankingint

        How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

link_scoresdict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

legacy_idint, optional

ID of this pipeline in the legacy IDR service application.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • archivedstr

    The archival status of the requested item(s).

  • thresholdfloat (float)

    A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

  • sourcesList[civis.Response]

    The source(s) to resolve via a run of this job.

    • namestr

      A user-specified name for the source.

    • descriptionstr

      A description of the source.

    • database_namestr

      The name of the source database.

    • schema_namestr

      The name of the source schema.

    • table_namestr

      The name of the source table.

    • field_mappingcivis.Response

      A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

  • match_target_idint

    The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

  • enforced_linksList[civis.Response]

    A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

    • source1str

      Name of the first source. Must be defined in Sources list.

    • source1_join_colstr

      Column from the first source to join on.

    • source2str

      Name of the second source. Must be defined in Sources list

    • source2_join_colstr

      Column from the second source to join on.

  • customer_graphcivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • golden_tablecivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

    • fieldsList[civis.Response]
      • field_namestr

        The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

      • rule_typestr

        One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

      • source_preferencesList[civis.Response]

        Rank order for sources, when rule_type is “preferred_source”.

        • source_namestr

          The name of the source.

        • rankingint

          How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

  • link_scorescivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • legacy_idint

    ID of this pipeline in the legacy IDR service application.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

    • configstr

      How the Identity Resolution job was configured for this run.

    • sample_records_querystr

      A SQL query to produce a sample of records to inspect.

    • expand_cluster_querystr

      A customizable query to view PII associated with resolved ids.

    • run_metricscivis.Response
      • num_recordsint

        The number of input records for this run.

      • unique_idsint

        The number of distinct unique IDs in the input records for this run.

      • unique_deduplicated_idsint

        The number of resolved IDs associated with more than one unique ID in the input.

      • max_cluster_sizeint

        The number of records in the largest cluster of resolved IDs.

      • avg_cluster_sizefloat (float)

        The average number of records with the same resolved ID.

      • cluster_size_frequenciescivis.Response

        A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

    • error_sectionstr

      If there was a failure, this will denote which section of the Identity Resolution job failed. One of: data_preparation, compute_setup or data_processing.

post_identity_resolution_cancel(id: int) Response

Cancel a run

Parameters:
idint

The ID of the job.

Returns:
civis.Response
  • idint

    The ID of the run.

  • statestr

    The state of the run, one of ‘queued’, ‘running’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

post_identity_resolution_clone(id: int, *, clone_schedule: bool = None, clone_triggers: bool = None, clone_notifications: bool = None) Response

Clone this Identity Resolution Enhancement

Parameters:
idint

The ID for the enhancement.

clone_schedulebool, optional

If true, also copy the schedule to the new enhancement.

clone_triggersbool, optional

If true, also copy the triggers to the new enhancement.

clone_notificationsbool, optional

If true, also copy the notifications to the new enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • archivedstr

    The archival status of the requested item(s).

  • thresholdfloat (float)

    A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

  • sourcesList[civis.Response]

    The source(s) to resolve via a run of this job.

    • namestr

      A user-specified name for the source.

    • descriptionstr

      A description of the source.

    • database_namestr

      The name of the source database.

    • schema_namestr

      The name of the source schema.

    • table_namestr

      The name of the source table.

    • field_mappingcivis.Response

      A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

  • match_target_idint

    The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

  • enforced_linksList[civis.Response]

    A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

    • source1str

      Name of the first source. Must be defined in Sources list.

    • source1_join_colstr

      Column from the first source to join on.

    • source2str

      Name of the second source. Must be defined in Sources list

    • source2_join_colstr

      Column from the second source to join on.

  • customer_graphcivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • golden_tablecivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

    • fieldsList[civis.Response]
      • field_namestr

        The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

      • rule_typestr

        One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

      • source_preferencesList[civis.Response]

        Rank order for sources, when rule_type is “preferred_source”.

        • source_namestr

          The name of the source.

        • rankingint

          How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

  • link_scorescivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • legacy_idint

    ID of this pipeline in the legacy IDR service application.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

    • configstr

      How the Identity Resolution job was configured for this run.

    • sample_records_querystr

      A SQL query to produce a sample of records to inspect.

    • expand_cluster_querystr

      A customizable query to view PII associated with resolved ids.

    • run_metricscivis.Response
      • num_recordsint

        The number of input records for this run.

      • unique_idsint

        The number of distinct unique IDs in the input records for this run.

      • unique_deduplicated_idsint

        The number of resolved IDs associated with more than one unique ID in the input.

      • max_cluster_sizeint

        The number of records in the largest cluster of resolved IDs.

      • avg_cluster_sizefloat (float)

        The average number of records with the same resolved ID.

      • cluster_size_frequenciescivis.Response

        A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

    • error_sectionstr

      If there was a failure, this will denote which section of the Identity Resolution job failed. One of: data_preparation, compute_setup or data_processing.

post_identity_resolution_runs(id: int) Response

Start a run

Parameters:
idint

The ID of the Identity Resolution job.

Returns:
civis.Response
  • idint

    The ID of the run.

  • identity_resolution_idint

    The ID of the Identity Resolution job.

  • statestr

    The state of the run, one of ‘queued’ ‘running’ ‘succeeded’ ‘failed’ or ‘cancelled’.

  • is_cancel_requestedbool

    True if run cancel requested, else false.

  • created_atstr (time)

    The time the run was created.

  • started_atstr (time)

    The time the run started at.

  • finished_atstr (time)

    The time the run completed.

  • errorstr

    The error, if any, returned by the run.

  • configstr

    How the Identity Resolution job was configured for this run.

  • sample_records_querystr

    A SQL query to produce a sample of records to inspect.

  • expand_cluster_querystr

    A customizable query to view PII associated with resolved ids.

  • run_metricscivis.Response
    • num_recordsint

      The number of input records for this run.

    • unique_idsint

      The number of distinct unique IDs in the input records for this run.

    • unique_deduplicated_idsint

      The number of resolved IDs associated with more than one unique ID in the input.

    • max_cluster_sizeint

      The number of records in the largest cluster of resolved IDs.

    • avg_cluster_sizefloat (float)

      The average number of records with the same resolved ID.

    • cluster_size_frequenciescivis.Response

      A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

  • error_sectionstr

    If there was a failure, this will denote which section of the Identity Resolution job failed. One of: data_preparation, compute_setup or data_processing.

put_cass_ncoa(id: int, name: str, source: dict, *, schedule: dict = None, notifications: dict = None, destination: dict = None, column_mapping: dict = None, use_default_column_mapping: bool = None, perform_ncoa: bool = None, ncoa_credential_id: int = None, output_level: str = None, limiting_sql: str = None, batch_size: int = None, parent_id: int = None) Response

Replace all attributes of this CASS/NCOA Enhancement

Parameters:
idint

The ID for the enhancement.

namestr

The name of the enhancement job.

sourcedict
  • database_tabledict
    • schemastr

      The schema name of the source table.

    • tablestr

      The name of the source table.

    • remote_host_idint

      The ID of the database host for the table.

    • credential_idint

      The id of the credentials to be used when performing the enhancement.

    • multipart_keyList[str]

      The source table primary key.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

destinationdict, optional
  • database_tabledict
    • schemastr

      The schema name for the output data.

    • tablestr

      The table name for the output data.

column_mappingdict, optional
  • address1str

    The first address line.

  • address2str

    The second address line.

  • citystr

    The city of an address.

  • statestr

    The state of an address.

  • zipstr

    The zip code of an address.

  • namestr

    The full name of the resident at this address. If needed, separate multiple columns with +, e.g. first_name+last_name

  • companystr

    The name of the company located at this address.

use_default_column_mappingbool, optional

Defaults to true, where the existing column mapping on the input table will be used. If false, a custom column mapping must be provided.

perform_ncoabool, optional

Whether to update addresses for records matching the National Change of Address (NCOA) database.

ncoa_credential_idint, optional

Credential to use when performing NCOA updates. Required if ‘performNcoa’ is true.

output_levelstr, optional

The set of fields persisted by a CASS or NCOA enhancement.For CASS enhancements, one of ‘cass’ or ‘all.’For NCOA enhancements, one of ‘cass’, ‘ncoa’ , ‘coalesced’ or ‘all’.By default, all fields will be returned.

limiting_sqlstr, optional

The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

batch_sizeint, optional

The maximum number of records processed at a time. Note that this parameter is not available to all users.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • sourcecivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name of the source table.

      • tablestr

        The name of the source table.

      • remote_host_idint

        The ID of the database host for the table.

      • credential_idint

        The id of the credentials to be used when performing the enhancement.

      • multipart_keyList[str]

        The source table primary key.

  • destinationcivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name for the output data.

      • tablestr

        The table name for the output data.

  • column_mappingcivis.Response
    • address1str

      The first address line.

    • address2str

      The second address line.

    • citystr

      The city of an address.

    • statestr

      The state of an address.

    • zipstr

      The zip code of an address.

    • namestr

      The full name of the resident at this address. If needed, separate multiple columns with +, e.g. first_name+last_name

    • companystr

      The name of the company located at this address.

  • use_default_column_mappingbool

    Defaults to true, where the existing column mapping on the input table will be used. If false, a custom column mapping must be provided.

  • perform_ncoabool

    Whether to update addresses for records matching the National Change of Address (NCOA) database.

  • ncoa_credential_idint

    Credential to use when performing NCOA updates. Required if ‘performNcoa’ is true.

  • output_levelstr

    The set of fields persisted by a CASS or NCOA enhancement.For CASS enhancements, one of ‘cass’ or ‘all.’For NCOA enhancements, one of ‘cass’, ‘ncoa’ , ‘coalesced’ or ‘all’.By default, all fields will be returned.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • batch_sizeint

    The maximum number of records processed at a time. Note that this parameter is not available to all users.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

put_cass_ncoa_archive(id: int, status: bool) Response

Update the archive status of this object

Parameters:
idint

The ID of the object.

statusbool

The desired archived status of the object.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • sourcecivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name of the source table.

      • tablestr

        The name of the source table.

      • remote_host_idint

        The ID of the database host for the table.

      • credential_idint

        The id of the credentials to be used when performing the enhancement.

      • multipart_keyList[str]

        The source table primary key.

  • destinationcivis.Response
    • database_tablecivis.Response
      • schemastr

        The schema name for the output data.

      • tablestr

        The table name for the output data.

  • column_mappingcivis.Response
    • address1str

      The first address line.

    • address2str

      The second address line.

    • citystr

      The city of an address.

    • statestr

      The state of an address.

    • zipstr

      The zip code of an address.

    • namestr

      The full name of the resident at this address. If needed, separate multiple columns with +, e.g. first_name+last_name

    • companystr

      The name of the company located at this address.

  • use_default_column_mappingbool

    Defaults to true, where the existing column mapping on the input table will be used. If false, a custom column mapping must be provided.

  • perform_ncoabool

    Whether to update addresses for records matching the National Change of Address (NCOA) database.

  • ncoa_credential_idint

    Credential to use when performing NCOA updates. Required if ‘performNcoa’ is true.

  • output_levelstr

    The set of fields persisted by a CASS or NCOA enhancement.For CASS enhancements, one of ‘cass’ or ‘all.’For NCOA enhancements, one of ‘cass’, ‘ncoa’ , ‘coalesced’ or ‘all’.By default, all fields will be returned.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • batch_sizeint

    The maximum number of records processed at a time. Note that this parameter is not available to all users.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

put_cass_ncoa_projects(id: int, project_id: int) Response

Add a CASS/NCOA Enhancement to a project

Parameters:
idint

The ID of the CASS/NCOA Enhancement.

project_idint

The ID of the project.

Returns:
None

Response code 204: success

put_cass_ncoa_shares_groups(id: int, group_ids: List[int], permission_level: str, *, share_email_body: str = None, send_shared_email: bool = None) Response

Set the permissions groups has on this object

Parameters:
idint

The ID of the resource that is shared.

group_idsList[int]

An array of one or more group IDs.

permission_levelstr

Options are: “read”, “write”, or “manage”.

share_email_bodystr, optional

Custom body text for e-mail sent on a share.

send_shared_emailbool, optional

Send email to the recipients of a share.

Returns:
civis.Response
put_cass_ncoa_shares_users(id: int, user_ids: List[int], permission_level: str, *, share_email_body: str = None, send_shared_email: bool = None) Response

Set the permissions users have on this object

Parameters:
idint

The ID of the resource that is shared.

user_idsList[int]

An array of one or more user IDs.

permission_levelstr

Options are: “read”, “write”, or “manage”.

share_email_bodystr, optional

Custom body text for e-mail sent on a share.

send_shared_emailbool, optional

Send email to the recipients of a share.

Returns:
civis.Response
put_cass_ncoa_transfer(id: int, user_id: int, include_dependencies: bool, *, email_body: str = None, send_email: bool = None) Response

Transfer ownership of this object to another user

Parameters:
idint

The ID of the resource that is shared.

user_idint

ID of target user

include_dependenciesbool

Whether or not to give manage permissions on all dependencies

email_bodystr, optional

Custom body text for e-mail sent on transfer.

send_emailbool, optional

Send email to the target user of the transfer?

Returns:
civis.Response
  • dependenciesList[civis.Response]

    Dependent objects for this object

    • object_typestr

      Dependent object type

    • fco_typestr

      Human readable dependent object type

    • idint

      Dependent object ID

    • namestr

      Dependent object name, or nil if the requesting user cannot read this object

    • permission_levelstr

      Permission level of target user (not user’s groups) for dependent object. Null if no target user or not shareable (e.g. a database table).

    • descriptionstr

      Additional information about the dependency, if relevant

    • sharedbool

      Whether dependent object was successfully shared with target user

put_civis_data_match(id: int, name: str, input_field_mapping: dict, input_table: dict, match_target_id: int, output_table: dict, *, schedule: dict = None, notifications: dict = None, max_matches: int = None, threshold: float = None, archived: bool = None, parent_id: int = None) Response

Replace all attributes of this Civis Data Match Enhancement

Parameters:
idint

The ID for the enhancement.

namestr

The name of the enhancement job.

input_field_mappingdict

The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

input_tabledict
  • database_namestr

    The Redshift database name for the table.

  • schemastr

    The schema name for the table.

  • tablestr

    The table name.

match_target_idint

The ID of the Civis Data match target. See /match_targets for IDs.

output_tabledict
  • database_namestr

    The Redshift database name for the table.

  • schemastr

    The schema name for the table.

  • tablestr

    The table name.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

max_matchesint, optional

The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

thresholdfloat (float), optional

The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

archivedbool, optional

Whether the Civis Data Match Job has been archived.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • input_field_mappingcivis.Response

    The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

  • input_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • match_target_idint

    The ID of the Civis Data match target. See /match_targets for IDs.

  • output_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • max_matchesint

    The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

  • thresholdfloat (float)

    The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

  • archivedbool

    Whether the Civis Data Match Job has been archived.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

  • parent_idint

    Parent ID that triggers this enhancement.

put_civis_data_match_archive(id: int, status: bool) Response

Update the archive status of this object

Parameters:
idint

The ID of the object.

statusbool

The desired archived status of the object.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • input_field_mappingcivis.Response

    The field (i.e., column) mapping for the input table. See https://api.civisanalytics.com/enhancements/field-mapping for a list of valid field types and descriptions. Each field type should be mapped to a string specifying a column name in the input table. For field types that support multiple values (e.g., the “phone” field), a list of column names can be provided (e.g., {“phone”: [“home_phone”, “mobile_phone”], …}).

  • input_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • match_target_idint

    The ID of the Civis Data match target. See /match_targets for IDs.

  • output_tablecivis.Response
    • database_namestr

      The Redshift database name for the table.

    • schemastr

      The schema name for the table.

    • tablestr

      The table name.

  • max_matchesint

    The maximum number of matches per record in the input table to return. Must be between 0 and 10. 0 returns all matches.

  • thresholdfloat (float)

    The score threshold (between 0 and 1). Matches below this threshold will not be returned. The default value is 0.5.

  • archivedbool

    Whether the Civis Data Match Job has been archived.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

  • parent_idint

    Parent ID that triggers this enhancement.

put_civis_data_match_projects(id: int, project_id: int) Response

Add a Civis Data Match Enhancement to a project

Parameters:
idint

The ID of the Civis Data Match Enhancement.

project_idint

The ID of the project.

Returns:
None

Response code 204: success

put_civis_data_match_shares_groups(id: int, group_ids: List[int], permission_level: str, *, share_email_body: str = None, send_shared_email: bool = None) Response

Set the permissions groups has on this object

Parameters:
idint

The ID of the resource that is shared.

group_idsList[int]

An array of one or more group IDs.

permission_levelstr

Options are: “read”, “write”, or “manage”.

share_email_bodystr, optional

Custom body text for e-mail sent on a share.

send_shared_emailbool, optional

Send email to the recipients of a share.

Returns:
civis.Response
put_civis_data_match_shares_users(id: int, user_ids: List[int], permission_level: str, *, share_email_body: str = None, send_shared_email: bool = None) Response

Set the permissions users have on this object

Parameters:
idint

The ID of the resource that is shared.

user_idsList[int]

An array of one or more user IDs.

permission_levelstr

Options are: “read”, “write”, or “manage”.

share_email_bodystr, optional

Custom body text for e-mail sent on a share.

send_shared_emailbool, optional

Send email to the recipients of a share.

Returns:
civis.Response
put_civis_data_match_transfer(id: int, user_id: int, include_dependencies: bool, *, email_body: str = None, send_email: bool = None) Response

Transfer ownership of this object to another user

Parameters:
idint

The ID of the resource that is shared.

user_idint

ID of target user

include_dependenciesbool

Whether or not to give manage permissions on all dependencies

email_bodystr, optional

Custom body text for e-mail sent on transfer.

send_emailbool, optional

Send email to the target user of the transfer?

Returns:
civis.Response
  • dependenciesList[civis.Response]

    Dependent objects for this object

    • object_typestr

      Dependent object type

    • fco_typestr

      Human readable dependent object type

    • idint

      Dependent object ID

    • namestr

      Dependent object name, or nil if the requesting user cannot read this object

    • permission_levelstr

      Permission level of target user (not user’s groups) for dependent object. Null if no target user or not shareable (e.g. a database table).

    • descriptionstr

      Additional information about the dependency, if relevant

    • sharedbool

      Whether dependent object was successfully shared with target user

put_geocode(id: int, name: str, remote_host_id: int, credential_id: int, source_schema_and_table: str, *, schedule: dict = None, notifications: dict = None, multipart_key: List[str] = None, limiting_sql: str = None, target_schema: str = None, target_table: str = None, country: str = None, provider: str = None, output_address: bool = None, parent_id: int = None) Response

Replace all attributes of this Geocode Enhancement

Parameters:
idint

The ID for the enhancement.

namestr

The name of the enhancement job.

remote_host_idint

The ID of the remote host.

credential_idint

The ID of the remote host credential.

source_schema_and_tablestr

The source database schema and table.

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

multipart_keyList[str], optional

The source table primary key.

limiting_sqlstr, optional

The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

target_schemastr, optional

The output table schema.

target_tablestr, optional

The output table name.

countrystr, optional

The country of the addresses to be geocoded; either ‘us’ or ‘ca’.

providerstr, optional

The geocoding provider; one of postgis and geocoder_ca.

output_addressbool, optional

Whether to output the parsed address. Only guaranteed for the ‘postgis’ provider.

parent_idint, optional

Parent ID that triggers this enhancement.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • remote_host_idint

    The ID of the remote host.

  • credential_idint

    The ID of the remote host credential.

  • source_schema_and_tablestr

    The source database schema and table.

  • multipart_keyList[str]

    The source table primary key.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • target_schemastr

    The output table schema.

  • target_tablestr

    The output table name.

  • countrystr

    The country of the addresses to be geocoded; either ‘us’ or ‘ca’.

  • providerstr

    The geocoding provider; one of postgis and geocoder_ca.

  • output_addressbool

    Whether to output the parsed address. Only guaranteed for the ‘postgis’ provider.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

put_geocode_archive(id: int, status: bool) Response

Update the archive status of this object

Parameters:
idint

The ID of the object.

statusbool

The desired archived status of the object.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • remote_host_idint

    The ID of the remote host.

  • credential_idint

    The ID of the remote host credential.

  • source_schema_and_tablestr

    The source database schema and table.

  • multipart_keyList[str]

    The source table primary key.

  • limiting_sqlstr

    The limiting SQL for the source table. “WHERE” should be omitted (e.g. state=’IL’).

  • target_schemastr

    The output table schema.

  • target_tablestr

    The output table name.

  • countrystr

    The country of the addresses to be geocoded; either ‘us’ or ‘ca’.

  • providerstr

    The geocoding provider; one of postgis and geocoder_ca.

  • output_addressbool

    Whether to output the parsed address. Only guaranteed for the ‘postgis’ provider.

  • archivedstr

    The archival status of the requested item(s).

  • parent_idint

    Parent ID that triggers this enhancement.

put_geocode_projects(id: int, project_id: int) Response

Add a Geocode Enhancement to a project

Parameters:
idint

The ID of the Geocode Enhancement.

project_idint

The ID of the project.

Returns:
None

Response code 204: success

put_geocode_shares_groups(id: int, group_ids: List[int], permission_level: str, *, share_email_body: str = None, send_shared_email: bool = None) Response

Set the permissions groups has on this object

Parameters:
idint

The ID of the resource that is shared.

group_idsList[int]

An array of one or more group IDs.

permission_levelstr

Options are: “read”, “write”, or “manage”.

share_email_bodystr, optional

Custom body text for e-mail sent on a share.

send_shared_emailbool, optional

Send email to the recipients of a share.

Returns:
civis.Response
put_geocode_shares_users(id: int, user_ids: List[int], permission_level: str, *, share_email_body: str = None, send_shared_email: bool = None) Response

Set the permissions users have on this object

Parameters:
idint

The ID of the resource that is shared.

user_idsList[int]

An array of one or more user IDs.

permission_levelstr

Options are: “read”, “write”, or “manage”.

share_email_bodystr, optional

Custom body text for e-mail sent on a share.

send_shared_emailbool, optional

Send email to the recipients of a share.

Returns:
civis.Response
put_geocode_transfer(id: int, user_id: int, include_dependencies: bool, *, email_body: str = None, send_email: bool = None) Response

Transfer ownership of this object to another user

Parameters:
idint

The ID of the resource that is shared.

user_idint

ID of target user

include_dependenciesbool

Whether or not to give manage permissions on all dependencies

email_bodystr, optional

Custom body text for e-mail sent on transfer.

send_emailbool, optional

Send email to the target user of the transfer?

Returns:
civis.Response
  • dependenciesList[civis.Response]

    Dependent objects for this object

    • object_typestr

      Dependent object type

    • fco_typestr

      Human readable dependent object type

    • idint

      Dependent object ID

    • namestr

      Dependent object name, or nil if the requesting user cannot read this object

    • permission_levelstr

      Permission level of target user (not user’s groups) for dependent object. Null if no target user or not shareable (e.g. a database table).

    • descriptionstr

      Additional information about the dependency, if relevant

    • sharedbool

      Whether dependent object was successfully shared with target user

put_identity_resolution(id: int, name: str, sources: List[dict], *, schedule: dict = None, notifications: dict = None, threshold: float = None, match_target_id: int = None, enforced_links: List[dict] = None, customer_graph: dict = None, golden_table: dict = None, link_scores: dict = None) Response

Replace all attributes of this Identity Resolution Enhancement

Parameters:
idint

The ID for the enhancement.

namestr

The name of the enhancement job.

sourcesList[dict]

The source(s) to resolve via a run of this job.

  • namestr

    A user-specified name for the source.

  • descriptionstr

    A description of the source.

  • database_namestr

    The name of the source database.

  • schema_namestr

    The name of the source schema.

  • table_namestr

    The name of the source table.

  • field_mappingdict

    A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

scheduledict, optional
  • scheduledbool

    If the item is scheduled.

  • scheduled_daysList[int]

    Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

  • scheduled_hoursList[int]

    Hours of the day it is scheduled on.

  • scheduled_minutesList[int]

    Minutes of the day it is scheduled on.

  • scheduled_runs_per_hourint

    Deprecated in favor of scheduled minutes.

  • scheduled_days_of_monthList[int]

    Days of the month it is scheduled on, mutually exclusive with scheduledDays.

notificationsdict, optional
  • urlsList[str]

    URLs to receive a POST request at job completion

  • success_email_subjectstr

    Custom subject line for success e-mail.

  • success_email_bodystr

    Custom body text for success e-mail, written in Markdown.

  • success_email_addressesList[str]

    Addresses to notify by e-mail when the job completes successfully.

  • success_email_from_namestr

    Name from which success emails are sent; defaults to “Civis.”

  • success_email_reply_tostr

    Address for replies to success emails; defaults to the author of the job.

  • failure_email_addressesList[str]

    Addresses to notify by e-mail when the job fails.

  • stall_warning_minutesint

    Stall warning emails will be sent after this amount of minutes.

  • success_onbool

    If success email notifications are on. Defaults to user’s preferences.

  • failure_onbool

    If failure email notifications are on. Defaults to user’s preferences.

thresholdfloat (float), optional

A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

match_target_idint, optional

The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

enforced_linksList[dict], optional

A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

  • source1str

    Name of the first source. Must be defined in Sources list.

  • source1_join_colstr

    Column from the first source to join on.

  • source2str

    Name of the second source. Must be defined in Sources list

  • source2_join_colstr

    Column from the second source to join on.

customer_graphdict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

golden_tabledict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

  • fieldsList[dict]
    • field_namestr

      The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

    • rule_typestr

      One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

    • source_preferencesList[dict]

      Rank order for sources, when rule_type is “preferred_source”.

      • source_namestr

        The name of the source.

      • rankingint

        How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

link_scoresdict, optional
  • database_namestr

    The name of the destination database.

  • schema_namestr

    The name of the destination schema.

  • table_namestr

    The name of the destination table.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • archivedstr

    The archival status of the requested item(s).

  • thresholdfloat (float)

    A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

  • sourcesList[civis.Response]

    The source(s) to resolve via a run of this job.

    • namestr

      A user-specified name for the source.

    • descriptionstr

      A description of the source.

    • database_namestr

      The name of the source database.

    • schema_namestr

      The name of the source schema.

    • table_namestr

      The name of the source table.

    • field_mappingcivis.Response

      A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

  • match_target_idint

    The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

  • enforced_linksList[civis.Response]

    A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

    • source1str

      Name of the first source. Must be defined in Sources list.

    • source1_join_colstr

      Column from the first source to join on.

    • source2str

      Name of the second source. Must be defined in Sources list

    • source2_join_colstr

      Column from the second source to join on.

  • customer_graphcivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • golden_tablecivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

    • fieldsList[civis.Response]
      • field_namestr

        The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

      • rule_typestr

        One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

      • source_preferencesList[civis.Response]

        Rank order for sources, when rule_type is “preferred_source”.

        • source_namestr

          The name of the source.

        • rankingint

          How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

  • link_scorescivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • legacy_idint

    ID of this pipeline in the legacy IDR service application.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

    • configstr

      How the Identity Resolution job was configured for this run.

    • sample_records_querystr

      A SQL query to produce a sample of records to inspect.

    • expand_cluster_querystr

      A customizable query to view PII associated with resolved ids.

    • run_metricscivis.Response
      • num_recordsint

        The number of input records for this run.

      • unique_idsint

        The number of distinct unique IDs in the input records for this run.

      • unique_deduplicated_idsint

        The number of resolved IDs associated with more than one unique ID in the input.

      • max_cluster_sizeint

        The number of records in the largest cluster of resolved IDs.

      • avg_cluster_sizefloat (float)

        The average number of records with the same resolved ID.

      • cluster_size_frequenciescivis.Response

        A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

    • error_sectionstr

      If there was a failure, this will denote which section of the Identity Resolution job failed. One of: data_preparation, compute_setup or data_processing.

put_identity_resolution_archive(id: int, status: bool) Response

Update the archive status of this object

Parameters:
idint

The ID of the object.

statusbool

The desired archived status of the object.

Returns:
civis.Response
  • idint

    The ID for the enhancement.

  • namestr

    The name of the enhancement job.

  • typestr

    The type of the enhancement (e.g CASS-NCOA)

  • created_atstr (time)

    The time this enhancement was created.

  • updated_atstr (time)

    The time the enhancement was last updated.

  • authorcivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • statestr

    The status of the enhancement’s last run

  • schedulecivis.Response
    • scheduledbool

      If the item is scheduled.

    • scheduled_daysList[int]

      Days of the week, based on numeric value starting at 0 for Sunday. Mutually exclusive with scheduledDaysOfMonth

    • scheduled_hoursList[int]

      Hours of the day it is scheduled on.

    • scheduled_minutesList[int]

      Minutes of the day it is scheduled on.

    • scheduled_runs_per_hourint

      Deprecated in favor of scheduled minutes.

    • scheduled_days_of_monthList[int]

      Days of the month it is scheduled on, mutually exclusive with scheduledDays.

  • notificationscivis.Response
    • urlsList[str]

      URLs to receive a POST request at job completion

    • success_email_subjectstr

      Custom subject line for success e-mail.

    • success_email_bodystr

      Custom body text for success e-mail, written in Markdown.

    • success_email_addressesList[str]

      Addresses to notify by e-mail when the job completes successfully.

    • success_email_from_namestr

      Name from which success emails are sent; defaults to “Civis.”

    • success_email_reply_tostr

      Address for replies to success emails; defaults to the author of the job.

    • failure_email_addressesList[str]

      Addresses to notify by e-mail when the job fails.

    • stall_warning_minutesint

      Stall warning emails will be sent after this amount of minutes.

    • success_onbool

      If success email notifications are on. Defaults to user’s preferences.

    • failure_onbool

      If failure email notifications are on. Defaults to user’s preferences.

  • running_ascivis.Response
    • idint

      The ID of this user.

    • namestr

      This user’s name.

    • usernamestr

      This user’s username.

    • initialsstr

      This user’s initials.

    • onlinebool

      Whether this user is online.

  • my_permission_levelstr

    Your permission level on the object. One of “read”, “write”, or “manage”.

  • archivedstr

    The archival status of the requested item(s).

  • thresholdfloat (float)

    A value that determines the extent to which similar records get assigned the same resolved ID. Must be within 0.5 and 1, inclusive. Defaults to 0.8 if unspecified.Higher values may result in fewer cases where records about different individuals erroneously receive the same resolved ID, but also more more cases where records about the same individual receive different resolved IDs.

  • sourcesList[civis.Response]

    The source(s) to resolve via a run of this job.

    • namestr

      A user-specified name for the source.

    • descriptionstr

      A description of the source.

    • database_namestr

      The name of the source database.

    • schema_namestr

      The name of the source schema.

    • table_namestr

      The name of the source table.

    • field_mappingcivis.Response

      A mapping of PII fields to columns in this table. Valid keys are primary_key, first_name, middle_name, last_name, gender, phone, email, birth_date, birth_year, birth_month, birth_day, house_number, street, unit, full_address, city, state, state_code, zip, lat, lon, and name_suffix

  • match_target_idint

    The ID of the Civis Data (Custom) match target. See /match_targets for IDs.

  • enforced_linksList[civis.Response]

    A specification of related columns in different sources. The IDR tool will ensure that records with the same values in the specified columns receive the same Resolved ID.

    • source1str

      Name of the first source. Must be defined in Sources list.

    • source1_join_colstr

      Column from the first source to join on.

    • source2str

      Name of the second source. Must be defined in Sources list

    • source2_join_colstr

      Column from the second source to join on.

  • customer_graphcivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • golden_tablecivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

    • fieldsList[civis.Response]
      • field_namestr

        The name of the field. Must be one of: first_name, middle_name, last_name, name_suffix, email, phone, birth_month, birth_day, birth_year, gender, address, house_number, street, unit, city, state_code, and zip.

      • rule_typestr

        One of [“automatic”, “preferred_source”]. Determines how the system will choose the value for a record. “automatic” will use the most frequent well-formatted value. “preferred_source” allows the user to prioritize values from particular sources over others.

      • source_preferencesList[civis.Response]

        Rank order for sources, when rule_type is “preferred_source”.

        • source_namestr

          The name of the source.

        • rankingint

          How preferred this source is for the given field. Rankings are zero-indexed and lower rank values are preferred to higher ones.

  • link_scorescivis.Response
    • database_namestr

      The name of the destination database.

    • schema_namestr

      The name of the destination schema.

    • table_namestr

      The name of the destination table.

  • legacy_idint

    ID of this pipeline in the legacy IDR service application.

  • last_runcivis.Response
    • id : int

    • state : str

    • created_atstr (time)

      The time that the run was queued.

    • started_atstr (time)

      The time that the run started.

    • finished_atstr (time)

      The time that the run completed.

    • errorstr

      The error message for this run, if present.

    • configstr

      How the Identity Resolution job was configured for this run.

    • sample_records_querystr

      A SQL query to produce a sample of records to inspect.

    • expand_cluster_querystr

      A customizable query to view PII associated with resolved ids.

    • run_metricscivis.Response
      • num_recordsint

        The number of input records for this run.

      • unique_idsint

        The number of distinct unique IDs in the input records for this run.

      • unique_deduplicated_idsint

        The number of resolved IDs associated with more than one unique ID in the input.

      • max_cluster_sizeint

        The number of records in the largest cluster of resolved IDs.

      • avg_cluster_sizefloat (float)

        The average number of records with the same resolved ID.

      • cluster_size_frequenciescivis.Response

        A mapping from numbers of records with the same resolved ID (i.e., sizes of clusters) to numbers of such clusters. For example, if there were 10 clusters with 2 records each, 2 would be a key in the mapping, and 10 would be its value.

    • error_sectionstr

      If there was a failure, this will denote which section of the Identity Resolution job failed. One of: data_preparation, compute_setup or data_processing.

put_identity_resolution_projects(id: int, project_id: int) Response

Add an Identity Resolution Enhancement to a project

Parameters:
idint

The ID of the Identity Resolution Enhancement.

project_idint

The ID of the project.

Returns:
None

Response code 204: success

put_identity_resolution_shares_groups(id: int, group_ids: List[int], permission_level: str, *, share_email_body: str = None, send_shared_email: bool = None) Response

Set the permissions groups has on this object

Parameters:
idint

The ID of the resource that is shared.

group_idsList[int]

An array of one or more group IDs.

permission_levelstr

Options are: “read”, “write”, or “manage”.

share_email_bodystr, optional

Custom body text for e-mail sent on a share.

send_shared_emailbool, optional

Send email to the recipients of a share.

Returns:
civis.Response
put_identity_resolution_shares_users(id: int, user_ids: List[int], permission_level: str, *, share_email_body: str = None, send_shared_email: bool = None) Response

Set the permissions users have on this object

Parameters:
idint

The ID of the resource that is shared.

user_idsList[int]

An array of one or more user IDs.

permission_levelstr

Options are: “read”, “write”, or “manage”.

share_email_bodystr, optional

Custom body text for e-mail sent on a share.

send_shared_emailbool, optional

Send email to the recipients of a share.

Returns:
civis.Response
put_identity_resolution_transfer(id: int, user_id: int, include_dependencies: bool, *, email_body: str = None, send_email: bool = None) Response

Transfer ownership of this object to another user

Parameters:
idint

The ID of the resource that is shared.

user_idint

ID of target user

include_dependenciesbool

Whether or not to give manage permissions on all dependencies

email_bodystr, optional

Custom body text for e-mail sent on transfer.

send_emailbool, optional

Send email to the target user of the transfer?

Returns:
civis.Response
  • dependenciesList[civis.Response]

    Dependent objects for this object

    • object_typestr

      Dependent object type

    • fco_typestr

      Human readable dependent object type

    • idint

      Dependent object ID

    • namestr

      Dependent object name, or nil if the requesting user cannot read this object

    • permission_levelstr

      Permission level of target user (not user’s groups) for dependent object. Null if no target user or not shareable (e.g. a database table).

    • descriptionstr

      Additional information about the dependency, if relevant

    • sharedbool

      Whether dependent object was successfully shared with target user