generated: '2026-08-14'
method: searched
source: https://docs.herondata.io/miscellaneous/release-notes
docs: https://docs.herondata.io/miscellaneous/release-notes
markdown_source: https://docs.herondata.io/miscellaneous/release-notes.md
description: >-
  Heron maintains a "Release Notes" page in its documentation, stated on the page itself to
  have started in 2025 ("Starting in 2025, Heron Data will maintain an ongoing changelog of
  product updates and new features"). Entries are grouped by calendar MONTH, not by an API
  version number, and describe product and platform changes — new enrichers, dashboard
  features, CRM integrations, API updates — rather than versioned contract changes. No entry
  is labelled breaking, and no dated API version scheme exists: the published OpenAPI carries
  info.version "2021-07-19" and the REST paths are unversioned.
scheme: monthly product release notes (YYYY-MM labels)
versioning_scheme: none published for the API contract
current_version: '2021-07-19'
current_version_source: openapi/heron-openapi.json info.version
breaking_change_policy: none published
entry_count_captured: 7
window: 2024-12 through 2025-08
latest_entry: '2025-08'
entries:
  - version: '2025-08'
    date: '2025-08'
    breaking: false
    additions:
      - Court Search Record enricher (federal + state court data for business and owners)
      - Web Presence Analysis enricher (online footprint, social, adverse media, directories)
      - DataMerch lending history integration
      - Secretary-of-State (SOS) checks across all 50 states
      - Industry restriction lists with NAICS/SIC codes
      - Upgraded debt candidates table with counterparty filtering and weekly frequency
      - Dropbox link handling and zip processing in email document ingestion
      - LendSaas CRM integration — decline reason sync, status updates, file upload
      - Single Sign-On (SSO) support
  - version: '2025-07'
    date: '2025-07'
    breaking: false
    additions:
      - The Nest — automation hub for document-heavy workflows
      - Smart Review with Judge-in-the-Loop validation agent
      - Document parsing visualisation with interactive bounding boxes
      - Dashboard widgets for enriched data
      - New enrichers — Business Summary Generation, Secretary-of-State, HazardHub, Cysmo, DataMerch
  - version: '2025-05'
    date: '2025-05'
    breaking: false
    additions:
      - Customizable end user output — arbitrary policy checks, custom dashboard results, Excel export views, CRM entities
      - CRM integrations including Google Drive and HubSpot
  - version: '2025-03'
    date: '2025-03'
    breaking: false
    additions:
      - Restricted industry and NAICS classification
      - Enhanced debt positions detection
  - version: '2025-02'
    date: '2025-02'
    breaking: false
    additions:
      - End User Entities
      - Configurable policy checks
      - Daily CRM sync report
  - version: '2025-01'
    date: '2025-01'
    breaking: false
    additions:
      - Upload additional files to an existing company profile via email
      - Data integrity and coverage improvements
      - IP whitelisting to restrict access to Heron
      - Marking recurring transactions as MCA debits
      - Policy feature updates
      - Bank statement summary and balance table updates
      - API updates
  - version: '2024-12'
    date: '2024-12'
    breaking: false
    additions:
      - Automatic file renaming
      - Data coverage inspection for bank transactions
      - Improved automatic responses to email submissions
      - Spreadsheet template population
contacts:
  new_customers: hello@herondata.io
  existing_customers: support@herondata.io