Model MatchHelp

Companies

Configurable chart (measure × slice) over company's loans

postapi.modelmatch.com/v1/companies/analytics/chart

Authorization

x-api-keystringrequired

API key or OAuth token. See Authentication.

Body application/json

advancedFiltersone of
Show child attributes
Option 1object
Show child attributes
childrenone of[]required

Array of filter expressions (AND)

Same shape as its parent.

typeenumrequired
Options:and
Option 2object
Show child attributes
childrenone of[]required

Array of filter expressions (OR)

Same shape as its parent.

typeenumrequired
Options:or
Option 3object
Show child attributes
childone ofrequired

Same shape as its parent.

typeenumrequired
Options:not
Option 4object
Show child attributes
fieldstringrequired
openumrequired

Comparison operator. exists means the field has a REAL value: on fields whose source records an unknown as an in-domain value (e.g. beds, squareFeet, lotSquareFeet, where an unrecorded measurement is stored as 0), those docs count as NOT existing. neq keeps docs with no value — it removes only what is known to equal the value, matching the reading of an exclusion.

Options:eqneqgtgteltltebetweeninmatchgeoDistanceexists
typeenumrequired
Options:filter
valuenull

Comparison value

filtersone of
Show child attributes
Option 1object
Show child attributes
childrenone of[]required

Array of filter expressions (AND)

Same shape as its parent.

typeenumrequired
Options:and
Option 2object
Show child attributes
childrenone of[]required

Array of filter expressions (OR)

Same shape as its parent.

typeenumrequired
Options:or
Option 3object
Show child attributes
childone ofrequired

Same shape as its parent.

typeenumrequired
Options:not
Option 4object
Show child attributes
fieldstringrequired
openumrequired

Comparison operator. exists means the field has a REAL value: on fields whose source records an unknown as an in-domain value (e.g. beds, squareFeet, lotSquareFeet, where an unrecorded measurement is stored as 0), those docs count as NOT existing. neq keeps docs with no value — it removes only what is known to equal the value, matching the reading of an exclusion.

Options:eqneqgtgteltltebetweeninmatchgeoDistanceexists
typeenumrequired
Options:filter
valuenull

Comparison value

flatFiltersobject
Show child attributes
borrowerStatusone of | null

ModelMatch-derived loan position: whether the borrower on THIS loan is still the property's current owner. Codes read as [purpose_](C|P)W(N|C)LO — CW = current owner, PW = previous owner; NLO = a different originator than the prior loan, CLO = the same one (the retention signal).

CURRENT OWNER — Current (no newer loan), R_CWCLO/R_CWNLO (refinanced), E_CWCLO/E_CWNLO (took equity). For "past clients still in the home" pass ALL FIVE: "Current" on its own silently drops ~5M loans whose borrower is still there but has since refinanced or tapped equity.

PREVIOUS OWNER — PSALE (home sold), PWCLO/PWNLO (purchase loan), C_PWCLO/C_PWNLO (construction loan).

UNKNOWN — UNK_NOORIG (the property's most recent loan had no originator; ~64% of all populated values), UNK_PWCLO/UNK_PWNLO (most recent loan was not a purchase). REO_CWNLO/REO_CWCLO exist but are vanishingly rare (<300 loans total) and are not classified in the source glossary.

Only ~69% of loans carry any status, so an absent value means unknown — not "not current".

Show child attributes
Option 1enum

One of (case-insensitive): Current, PSALE, PWNLO, PWCLO, C_PWNLO, C_PWCLO, R_CWNLO, R_CWCLO, E_CWNLO, E_CWCLO, REO_CWNLO, REO_CWCLO, UNK_NOORIG, UNK_PWNLO, UNK_PWCLO

Options:CurrentPSALEPWNLOPWCLOC_PWNLOC_PWCLOR_CWNLOR_CWCLOE_CWNLOE_CWCLOREO_CWNLOREO_CWCLOUNK_NOORIGUNK_PWNLOUNK_PWCLO
Option 2enum[]

Match any of these values

Options:CurrentPSALEPWNLOPWCLOC_PWNLOC_PWCLOR_CWNLOR_CWCLOE_CWNLOE_CWCLOREO_CWNLOREO_CWCLOUNK_NOORIGUNK_PWNLOUNK_PWCLO
Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
brokerone of | null

Broker shop NMLS id (digits only). A broker is a company — resolve a broker name to its NMLS id via instantSearch (or listCompanies).

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
buyerEntityTypeboolean | null
cityone of | null
Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
conformingboolean | null
countyone of | null

County name (e.g. "Broward") or 5-digit FIPS code. Names resolve to FIPS server-side; include a state filter to disambiguate.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
currentBalanceone of | null

Estimated remaining principal balance (~19% populated). Approximate current equity as homeValue (AVM) minus this.

Show child attributes
Option 1number
Option 2number[]

Match any value

Option 3object

Numeric range. Excludes null/missing-field docs by default; add includeNulls: true to keep them.

Show child attributes
gtnumber
gtenumber
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires at least one of gte/lte/gt/lt.

ltnumber
ltenumber
employerone of | null

Employer/company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
equityone of | null

Point-in-time equity recorded on the loan (sparse, ~10%). NOT a live current-equity figure. For HELOC/cash-out targeting on up-to-date equity, use properties search (listProperties) instead — its equity is far better populated and current.

Show child attributes
Option 1number
Option 2number[]

Match any value

Option 3object

Numeric range. Excludes null/missing-field docs by default; add includeNulls: true to keep them.

Show child attributes
gtnumber
gtenumber
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires at least one of gte/lte/gt/lt.

ltnumber
ltenumber
excludeBrokerone of | null

Exclude loans brokered by this broker-shop NMLS id (digits only) — the inverse of broker.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
excludeCityone of | null

Exclude loans in this city — the inverse of city.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
excludeLenderone of | null

Exclude loans from this lender ID ("everyone but X") — the inverse of lender, same id contract (resolve via instantSearch/listLenders). Loans with no lender stay in the results.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
excludeLoanCompanyone of | null

Exclude loans funded by this company NMLS id (digits only) — the inverse of loanCompany.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
excludeLoanTypeone of | null

Exclude loans of this loan type — the inverse of loanType, same values (one type or a list; a list drops loans matching ANY of them). E.g. ["he", "heloc"] keeps everything but home-equity loans and HELOCs. Loans with no loan type recorded stay in the results.

Show child attributes
Option 1enum

One of (case-insensitive): conventional, fha, va, usda, he, heloc, building, balloon, commercial, reverse, sba, assumption, stand_alone_refi, stand_alone_second, aggregate, closed_end, negative_amortization, land_contract, modification, trade, other, unknown

Options:conventionalfhavausdahehelocbuildingballooncommercialreversesbaassumptionstand_alone_refistand_alone_secondaggregateclosed_endnegative_amortizationland_contractmodificationtradeotherunknown
Option 2enum[]

Match any of these values

Options:conventionalfhavausdahehelocbuildingballooncommercialreversesbaassumptionstand_alone_refistand_alone_secondaggregateclosed_endnegative_amortizationland_contractmodificationtradeotherunknown
Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
excludeOriginatorone of | null

Exclude loans with this originator NMLS id (digits only) — the inverse of originator. Common for 'everyone but my own shop' lists.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
excludeStateone of | null

Exclude loans in this state (2-letter code, e.g. "CA") — the inverse of state. For "everywhere but this state" lists.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
excludeTransactionTypeone of | null

Exclude loans of this transaction type — the inverse of transactionType, same values (one type or a list; a list drops loans matching ANY of them). E.g. ["equity"] keeps purchase, refinance, construction and REO. Loans with no transaction type recorded stay in the results.

Show child attributes
Option 1enum

One of (case-insensitive): purchase, refinance, construction, equity, reo

Options:purchaserefinanceconstructionequityreo
Option 2enum[]

Match any of these values

Options:purchaserefinanceconstructionequityreo
Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
excludeZipCodeone of | null

Exclude loans in this ZIP code — the inverse of zipCode.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
fipsone of | null

Exact 5-digit county FIPS code (no name resolution) — the code-only escape hatch alongside county.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
geoPointobject | null

Radius search — { lat, lon, radius } (e.g. radius "15mi" or "24km") — around any office on the agent's record; with locationSource office the CURRENT office, production their transactions.

Show child attributes
latnumberrequired
lonnumberrequired
radiusstringrequired
homeValueone of | null

AVM (automated valuation) at the linked property (~26%, -linked). Pair with currentBalance to approximate current equity.

Show child attributes
Option 1number
Option 2number[]

Match any value

Option 3object

Numeric range. Excludes null/missing-field docs by default; add includeNulls: true to keep them.

Show child attributes
gtnumber
gtenumber
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires at least one of gte/lte/gt/lt.

ltnumber
ltenumber
includeUnknownOriginatorboolean

Include loans that have no originator NMLS id. Omitted/false (default): such loans are excluded — the vast majority are pre-2016 public records with no linkable originator. true: include them. Note that the default scopes results to loans with a known originator (~2016+ recordings).

interestRateone of | null
Show child attributes
Option 1number
Option 2number[]

Match any value

Option 3object

Numeric range. Excludes null/missing-field docs by default; add includeNulls: true to keep them.

Show child attributes
gtnumber
gtenumber
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires at least one of gte/lte/gt/lt.

ltnumber
ltenumber
lenderone of | null

Lender ID — the normalized lender-dictionary key, NOT a fuzzy name match. Resolve a lender via instantSearch (or listLenders) and pass the id it returns (e.g. "mortgage_rocket" or "mortgage rocket"). Underscores and letter case are normalized, so either id surface works. A stored normalized lender name (what the slice: "lender" chart buckets emit) is also accepted, so a chart bucket key filters directly. A value that is neither returns 400 rather than silently matching nothing — to search by lender NAME, use lenderName.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
lenderNameone of | null

Lender name as recorded on the loan document — fuzzy, all-terms match (e.g. "Fifth Third"). The name counterpart to the exact-id lender filter; use lender when you have a resolved id, and this when you only have a name.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
loanCompanyone of | null

Funding/loan company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
loanTypeone of | null
Show child attributes
Option 1enum

One of (case-insensitive): conventional, fha, va, usda, he, heloc, building, balloon, commercial, reverse, sba, assumption, stand_alone_refi, stand_alone_second, aggregate, closed_end, negative_amortization, land_contract, modification, trade, other, unknown

Options:conventionalfhavausdahehelocbuildingballooncommercialreversesbaassumptionstand_alone_refistand_alone_secondaggregateclosed_endnegative_amortizationland_contractmodificationtradeotherunknown
Option 2enum[]

Match any of these values

Options:conventionalfhavausdahehelocbuildingballooncommercialreversesbaassumptionstand_alone_refistand_alone_secondaggregateclosed_endnegative_amortizationland_contractmodificationtradeotherunknown
Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
ltvAtOriginationone of | null

Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (80 = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans.

Show child attributes
Option 1number
Option 2number[]

Match any value

Option 3object

Numeric range. Excludes null/missing-field docs by default; add includeNulls: true to keep them.

Show child attributes
gtnumber
gtenumber
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires at least one of gte/lte/gt/lt.

ltnumber
ltenumber
modeenum
Options:andor
mortgageAmountone of | null
Show child attributes
Option 1number
Option 2number[]

Match any value

Option 3object

Numeric range. Excludes null/missing-field docs by default; add includeNulls: true to keep them.

Show child attributes
gtnumber
gtenumber
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires at least one of gte/lte/gt/lt.

ltnumber
ltenumber
mortgageDateone of | null
Show child attributes
Option 1string

Exact date, or a whole period: YYYY-MM-DD (that day), YYYY-MM (the whole month — "2025-06" = 2025-06-01 through 2025-06-30) or YYYY (the whole year). YYYYMMDD, MM/DD/YYYY, an ISO-8601 datetime and epoch milliseconds are also accepted. An unparseable value is a 400.

Option 2object

Date range. Excludes null/missing-field docs by default; add includeNulls: true to keep them. Bounds accept YYYY, YYYY-MM, YYYY-MM-DD, YYYYMMDD, MM/DD/YYYY, a full ISO datetime or epoch milliseconds; an unparseable bound is a 400. A partial bound denotes the whole period and expands to the edge that preserves the operator: gte/lt take the period START, gt/lte take the period END — so {gte: "2024"} means on/after 2024-01-01 and {lte: "2024"} means through 2024-12-31.

Show child attributes
gtstring
gtestring
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires a bound.

ltstring
ltestring
originatorone of | null

Loan originator NMLS id (digits only). To search by name use originatorName, or resolve a name to its id via instantSearch.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
originatorNameone of | null

DEPRECATED — fuzzy name matching is unreliable (same originator can return wildly different counts by name string). Resolve the loan officer via instantSearch and filter by originator (exact NMLS id) instead. Still functional for now.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
propertyIdone of | null

Parcel id — returns every loan recorded against one property. Pass the same string this endpoint returns as mmPropertyId on a loan row, or the mmPropertyId of a property record.

This is the parcel's FULL recorded loan history, which is deliberately wider than the loans embedded on a property record: that embed is a snapshot of what is still owed (up to five currently-active loans), so paid-off mortgages are absent from it and present here.

Multi-unit caveat: loans carry a unit-blind parcel id, so for one unit of a multi-unit building this selects every unit in the building, not that unit alone.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
saleDateone of | null
Show child attributes
Option 1string

Exact date, or a whole period: YYYY-MM-DD (that day), YYYY-MM (the whole month — "2025-06" = 2025-06-01 through 2025-06-30) or YYYY (the whole year). YYYYMMDD, MM/DD/YYYY, an ISO-8601 datetime and epoch milliseconds are also accepted. An unparseable value is a 400.

Option 2object

Date range. Excludes null/missing-field docs by default; add includeNulls: true to keep them. Bounds accept YYYY, YYYY-MM, YYYY-MM-DD, YYYYMMDD, MM/DD/YYYY, a full ISO datetime or epoch milliseconds; an unparseable bound is a 400. A partial bound denotes the whole period and expands to the edge that preserves the operator: gte/lt take the period START, gt/lte take the period END — so {gte: "2024"} means on/after 2024-01-01 and {lte: "2024"} means through 2024-12-31.

Show child attributes
gtstring
gtestring
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires a bound.

ltstring
ltestring
salePriceone of | null
Show child attributes
Option 1number
Option 2number[]

Match any value

Option 3object

Numeric range. Excludes null/missing-field docs by default; add includeNulls: true to keep them.

Show child attributes
gtnumber
gtenumber
includeNullsboolean

Also keep docs where the field is null/missing (a range filter drops them by default). Requires at least one of gte/lte/gt/lt.

ltnumber
ltenumber
stateone of | null
Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
transactionTypeone of | null
Show child attributes
Option 1enum

One of (case-insensitive): purchase, refinance, construction, equity, reo

Options:purchaserefinanceconstructionequityreo
Option 2enum[]

Match any of these values

Options:purchaserefinanceconstructionequityreo
Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
zipone of | null

Alias of zipCode — same ZIP filter, accepted for cross-entity key parity.

Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
zipCodeone of | null
Show child attributes
Option 1string
Option 2string[]

Match any value

Option 3object

Fuzzy text match

Show child attributes
matchstringrequired
measureenumdefault: "units"

Which metric each bar reports, AND what the bars are ranked by — the list is ordered by the measure you ask for, descending. Defaults to units, so an unqualified "top originators" means the busiest; pass volume for the biggest by dollars, or an average to rank by that average. Two things to know about the averages specifically. Buckets built from fewer than 5 documents are dropped from an average chart entirely, because a mean says nothing about how many transactions produced it and a single-transaction bucket would otherwise outrank real ones; no floor is applied to units or volume, where a lone large transaction is a legitimate top bar. And ranking a bucket list by a sub-aggregated average is approximate in the search engine — each shard contributes its own local top-N before they are merged — so treat the ordering of an average chart as indicative near the boundary rather than exact. Every bucket publishes its own count, so the sample size behind a value is never implicit.

Options:volumeunitsavgSalePriceavgListPrice
nmlsIdstring
nmlsIdsstring[]
periodenum

Pre-aggregated period block. Rolling windows (last30Days, last60Days, last90Days, previousMonth, currentMonth) are NOT accepted here and return 400; they are supported on the loans, sales and market endpoints (list, count, breakdowns, analytics summary / time-series / chart) (see DatedPeriod).

Options:2017201820192020202120222023202420252026last3Monthslast6Monthslast12Monthslast14Monthslast16Monthslast18Monthslast24MonthsyearToDateallTime
roleScopeenum

Which of a loan's party roles make it this company's loan. loanCompany (default): the company named on the loan document — one company per loan. all: the company appears in ANY role — loan-document company, the originating LO's employer at time of loan, the LO's organization, broker, or funding lender; a loan matching several roles counts once. employer: the company employed the originating LO when the loan closed. broker: the company brokered the loan. lender: the company funded the loan. tpo: third-party origination — the company is the loan company or lender but did NOT employ the originating LO (the channel dimension's tpo bucket as a population; employer is its inHouse counterpart). Use all for a broker shop's full production — its loans are often recorded under the funding lender's name, so loanCompany undercounts it.

Options:loanCompanyallemployerbrokerlendertpo
segmentenum

Dimension to group by. Most are the loan's own field (loanType, transactionType, state, …). lender groups on the normalized lender (label = display name, id = filter key). propertyType is the recorder's land-use code of the collateral (SFR single-family, PUD planned unit development, CND condo, RES residential-other, MFD multi-family dwelling, 2ND second home, MFG manufactured, TWN townhouse, LAN land, COM commercial, …); loans with no code are not grouped (≈20% of recent loans). conforming splits on the conforming-loan-limit flag: conforming vs nonConforming (above the county conforming limit — i.e. jumbo, not Non-QM), raw true/false on id. channel (companies only) splits the company's loans into inHouse — the company employed the originating loan officer — and tpo — the company is the loan company or funding lender but did NOT employ the LO (third-party origination). The two never overlap; under roleScope: "all" they need not sum to the total (broker-only and LO-organization-only matches are in neither). Both buckets are always returned.

Options:transactionTypeloanTypecitycountystateziplenderpropertyTypeconformingbrokeroriginatorchannel
sliceenumrequired

Dimension to group by. Most are the loan's own field (loanType, transactionType, state, …). lender groups on the normalized lender (label = display name, id = filter key). propertyType is the recorder's land-use code of the collateral (SFR single-family, PUD planned unit development, CND condo, RES residential-other, MFD multi-family dwelling, 2ND second home, MFG manufactured, TWN townhouse, LAN land, COM commercial, …); loans with no code are not grouped (≈20% of recent loans). conforming splits on the conforming-loan-limit flag: conforming vs nonConforming (above the county conforming limit — i.e. jumbo, not Non-QM), raw true/false on id. channel (companies only) splits the company's loans into inHouse — the company employed the originating loan officer — and tpo — the company is the loan company or funding lender but did NOT employ the LO (third-party origination). The two never overlap; under roleScope: "all" they need not sum to the total (broker-only and LO-organization-only matches are in neither). Both buckets are always returned.

Options:transactionTypeloanTypecitycountystateziplenderpropertyTypeconformingbrokeroriginatorchannel

Responses

200objectChart data. Money measures (`volume`, `avgSalePrice`, `avgListPrice`) are sentinel-guarded. Excludes values outside 0–100,000,000 — the source encodes unknown values as an out-of-range fill, and averaging them raw is wrong by orders of magnitude. The bound is applied before the metric and is not part of the public filter surface, so an equivalent range filter will not reproduce this figure exactly.
Show attributes
completenessobject

Data-completeness watermark for this response. Present only when it could be measured; absence means it was not measured, NOT that the data is complete.

Show child attributes
throughdaterequired

The last calendar date (YYYY-MM-DD) this query's matching records actually reach. Records arrive after the events they describe, so a period ending today is normally backed by data ending days or weeks earlier, and any bucket extending past this date is built from a partial period. Measured from THIS query's own matched set, not a global figure: the delay varies by geography and moves over time, so two requests with different filters can legitimately report different dates.

dataobject[]required
Show child attributes
countnumberrequired

How many documents this bucket was built from — the denominator behind value, published whatever the measure. It is the sample size of an average, the transaction count behind a volume sum, and (for measure: "units") value itself. Present on every bucket. Distinct from excluded, which reports how many of these documents a guarded measure's sentinel filter then dropped: a bucket can look well-populated here and still average over far fewer.

excludednumber

How many of this bucket's documents the measure's sentinel guard excluded — documents that carry the field but whose value is an out-of-range fill. Additive and optional: absent when the measure is unguarded (a document count, or a field with no fill values). Present per BUCKET because exclusion is not uniform — one period or slice can be almost entirely fill values while its neighbors are clean, and a single response-level total would hide exactly that.

idstring

Machine value behind label when the bucket key is not itself the label. lender: label is the dictionary display name and id the normalized lender key — pass id, not label, back as a lender filter value. conforming: label is conforming / nonConforming and id the raw true / false flag. titleCompany (time-series segment): label is the most-used spelling and id the normalized name every spelling was merged under — match segments across buckets on id. Absent on slices whose label is already the machine value.

labelstringrequired
segmentsobject[]

Present only when the request named a segment: this bucket broken down by that second dimension, ranked by the same measure and capped at 25 per bucket (the rest is counted in segmentsOmittedCount). Documents with no value for the segment are not grouped and appear nowhere here, so segment counts sum to at most the bucket's count.

Show child attributes
countnumberrequired

Documents in this segment of the parent bucket — the denominator behind value, whatever the measure.

idstring

Machine value behind label when the bucket key is not itself the label. lender: label is the dictionary display name and id the normalized lender key — pass id, not label, back as a lender filter value. conforming: label is conforming / nonConforming and id the raw true / false flag. titleCompany (time-series segment): label is the most-used spelling and id the normalized name every spelling was merged under — match segments across buckets on id. Absent on slices whose label is already the machine value.

labelstringrequired
valuenumberrequired

The requested measure over the documents in BOTH this segment and its parent bucket.

segmentsOmittedCountnumber

Present only with segments: documents in this bucket whose segment value fell past the 25-per-bucket cap. A document COUNT, never a dollar figure. 0 means segments is the complete breakdown of every document that carries a segment value.

unattributedenum

Present and true on at most one bucket, which is NOT a real category: it collects the documents this breakdown could not attribute to any value of the slice, and its label ("(unknown)") is prose, not an identifier. Filter on THIS field, never on the label — a consumer plotting a map or joining the label to a real code must drop this row. It is always the LAST element of data, appended after ranking rather than placed by value, so it is the one bucket that does not obey the ordering measure describes. It exists so the bars account for the same population the summary reports: a document whose slice field holds no indexed term is absent from a terms breakdown entirely rather than forming a small bucket, so without it a chart silently omits part of its own corpus. That reconciliation is exact for units; on an average it is not, because buckets under the five-document floor are dropped and a slice with more than 200 distinct values still truncates — neither loss is collected in this row (the truncated tail is reported response-wide as omittedCount; the floor is reported nowhere). Absent when there is nothing unattributed, never false and never a zero-valued row.

Options:true
valuenumberrequired
measurestringrequired
nextCursorstring

Paged party slices only (a chart request that passed size or after with slice originator / broker / loanCompany). Opaque cursor for the next page of the ranking — send it back as after with the same body. Absent on the last page.

omittedCountnumber

How many documents fell outside the bars — the size of the dropped tail, not its value. A chart groups by a capped number of distinct values, so a slice with more of them than the cap returns its largest groups and drops the rest; zip, city, lender and originator are the ones that reach it. It is the documents in the groups past the size cap, and only those: documents excluded from the slice by its empty-value filter, or carrying no value for it at all, are never grouped and are not counted here either. Where the response carries an unattributed row that row collects them; elsewhere a small residual against /analytics/summary can remain on city, lender, originator and similar, so bars plus this count reconcile with the summary's population exactly only on a slice with no such documents. 0 means the bars ARE the complete set, and the field is absent only where the grouping cannot truncate at all — so 0 and missing are different claims. Unlike a breakdown there is no next page to fetch: narrow the filters or pick a coarser slice. It is a DOCUMENT count and never a dollar or an average — the aggregation reports how many rows it left out, not what they were worth, so a truncated volume chart cannot be completed from this figure. One exception it does not cover: the average measures drop buckets thinner than a minimum sample size, and those are not counted here — compare against the summary when a mean matters.

segmentstring | nullrequired

The second dimension echoed from the request, or null for a one-dimensional chart (then no bucket carries segments).

slicestringrequired
totalinteger

Paged party slices only. Distinct bucket keys (e.g. originators) in the filtered population — what a consumer paginates against. A cardinality ESTIMATE (see totalApproximate): near-exact below 40,000, approximate above. On an average measure it can exceed the ranked buckets, which drop keys under the 5-document floor. Use nextCursor, not total, to decide whether another page exists.

totalApproximateboolean

Present (always true) alongside total: the total is a cardinality estimate, not an exact count.

400objectValidation error
401objectUnauthorized
403objectForbidden (authenticated, but missing required context — e.g. no active organization)
404objectNot found
413objectResponse payload too large — detail endpoint capped to fit Lambda response limits
503objectSearch timed out or the cluster is overloaded — retry after `Retry-After` seconds.