REFERENCE  ·  CONSUMERS AND REQUIREMENT SETS

POST /v1/consumers/{consumer_ref}/requirement-sets

Create a version. Under one of the consumer's requirement sets, named by key (0015; default default). JSON body with rules, or an SOP to parse into a draft with per-rule parse_confidence: source_text (JSON or multipart) or a multipart source_document (PDF/DOCX). Optional publish: true with applies_to to publish immediately (rules only; a parsed draft is published after review).

NAMETYPEREQUIREDDESCRIPTION
consumer_ref string yes
Idempotency-Key string no Optional, and the preferred way to make a retry safe. Send one on every POST and PUT; a replay returns the original response with idempotent_replay true and creates nothing new. POST /documents also accepts an idempotency_key form field as an alias; the header wins when both are sent
key string no Optional; the requirement set (lineage) to add this version to. Lowercase letters, digits, - or _, up to 64 characters. Default default; a key not seen before starts a new requirement set for this consumer
rules object[] no
source_text string no The SOP or requirements as plain text (up to 200,000 characters). Parsed into a draft with per-rule parse_confidence and an ambiguities list. Cannot be combined with rules or publish.
review_states string[] no 4.5.1; default ["OH","ND","WA","WY"]
applies_to enum no Used only when publish is true
publish boolean no true to publish immediately (JSON only); requires applies_to
FIELDTYPEDESCRIPTION
consumer_ref string
key string The requirement set (lineage) this version belongs to. Default default. At most one version per key may be published at a time
version integer
status enum draft, published, superseded.
applies_to enum new (engagements opened from now on) or all_active (every active engagement for the consumer) One of: new, all_active.
effective_on string
reverification_cadence enum Set-level default; overridable per rule (Rule.reverification_cadence) and per engagement
expiry_lead_days integer Set-level default; overridable per rule (Rule.expiry_lead_days) and per engagement
review_states string[] 4.5.1: an alternative satisfied by occupational accident for an insured in one of these states still passes, flagged state_review_required
rules object[] Compiled rules, included when fetching one version

Errors: 400, 401, 403, 404, 409, 415, 422, 429, 500. Every error body carries error.code, error.message, and error.request_id.