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The Compliance Workbook offers a REST API for integration with third party systems. The API enables you to submit PDF documents for processing, view the details of submitted documents, as well as browse a list of the properties on your account. You can view the Swagger page for the API at https://api.thecomplianceworkbook.com/swagger/ui/index#/.

Integrating With The API

To get started with the API, you must have a valid Username and API Key, as well as having your IP address on our white list. If you do not have one or either of these, or your IP address has not been white listed, please raise a support desk ticket.

API Architecture

The API is divided into two key areas:

  • Documents
    • API routes with a URL of /documents provide interactions with documents on your account.
    • The API is capable of webhook integration to provide information when document has been processed.
  • Properties - API routes with a URL of /properties provide interactions with properties on your account.

Typical User Interactions

To assist with the below use cases, we have created a Postman collection. Please set your Username, API Key and Document Id variables in the collection to use the sample requests.


Document Submission

The typical user journey for document submission is as follows:

  1. PDF document submitted to the API. Documents can be submitted for processing by issuing a HTTP POST request to https://api.thecomplianceworkbook.com/api/documents. Please refer to Document Creation Postman request for full details of the parameters.
  2. A Document Id is returned from this HTTP request.
  3. The status of this document is received via a callback.
  4. A HTTP GET request to https://api.thecomplianceworkbook.com/api/documents/{documentId} can then provide the summary details of the document. Please refer to the Document Details Postman request for full details of the parameters.

Document Details

A summary of all the documents on your account can be accessed by a HTTP GET request to /api/documents-v2. Please refer to the Documents Summary Postman request for a working example.

The Document Id returned from the HTTP POST to /api/documents can be used to retrieve various data sets extracted from your PDF

  • Summary of the document.
  • Compliance and associated compliance calculations.
  • Data fields extracted from the PDF.
  • Tags attached to the document, for example the name of the engineer who carried out the work.

Document Webhook

The API is capable of webhook integration to an endpoint provided by the consuming client. The webhook is triggered in response to a document being processed within TCW. This processing maybe the result of the initial import into the system, as well as user driven modifications; for example through the creation of a remedial action after the document has been assessed. The webhook issues a POST request to an endpoint with the following JSON payload:

"{ 
    Document: \{

        DocumentId: Number

    \}

}

Please refer to the Document Webhook Postman request for a working example.

To get started with webhook integration, please raise a support desk ticket to provide your endpoint and secure API key.

Properties

Data about properties on your account can be accessed by HTTP GET requests to /api/properties/{propertyId}. Please refer to the Properties Summary Postman request for a working example.


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