For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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OverviewInquiriesTransactionsAPI ReferenceChangelog
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      • GETList all Transactions
      • POSTCreate a Transaction
      • GETRetrieve a Transaction
      • DELRedact a Transaction
      • PATCHUpdate a Transaction
      • POSTAdd tag to Transaction
      • POSTCreate a Transaction label
      • POSTRemove tag from a Transaction
      • POSTSets tags on a Transaction
      • POSTRedact Transaction biometrics
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Transactions

Transactions represent significant interactions or events (e.g. user onboarding, loan application journey, etc). They enable flexible modeling via custom field schemas and custom statuses and sit alongside Accounts as foundational objects within Persona. Whereas the Account represents a user or entity, the Transaction captures some event associated with that user/entity.

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