| Environments | Production and sandbox origins, one workspace per API key, institution tenant, test-data policy, and network controls. |
| Credit reporting | Authorized access to credit balances, usage, statements and exports. The portal manages card/bank funding, top-up settings and cancellation. Each key belongs to one workspace. Its shared balance has a CAD 200.00 default auto-pay trigger and CAD 500.00 minimum top-up; requests can continue below the trigger while available credits cover the cost; enterprise clients can also use their account manager. |
| API keys | Issuance, expiry, rotation, revocation, scopes, and administrator access. |
| Provider capabilities | Enabled products, resources, markets, account permissions, and field coverage. |
| Limits | Request quotas, burst and concurrency budgets, job limits, and upload limits. |
| Support | Support channel, incident contacts, escalation, and service commitments. |
| Webhooks | Destination, event subscriptions, signing secret, replay retention, and delivery monitoring. |
| Documents | Allowed file types, size and page limits, storage location, and signed-link expiry. |
| Evidence and review | Read frozen input manifests and monitoring baselines through the API. Configure authorized reviewers and assessment workflows during onboarding. |
| Data handling | Retention during active use, residency, month-end workspace deletion, and permitted purposes. |
