@model-match/api 3.14.0 → 3.16.0

package/openapi.json

@@ -1144,13 +1144,13 @@
       "AgentCountyFilterValue": {
         "anyOf": [
           {
-            "pattern": "^\\d{5}$/u",
+            "pattern": "^\\d{5}$",
             "type": "string"
           },
           {
             "description": "Match any of several counties",
             "items": {
-              "pattern": "^\\d{5}$/u",
+              "pattern": "^\\d{5}$",
               "type": "string"
             },
             "type": "array"
@@ -1969,13 +1969,13 @@
           "from": {
             "description": "Inclusive lower bound on the transaction date.",
             "example": "2024-01-01",
-            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$/u",
+            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$",
             "type": "string"
           },
           "to": {
             "description": "Inclusive upper bound on the transaction date.",
             "example": "2025-12-31",
-            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$/u",
+            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$",
             "type": "string"
           }
         },
@@ -3102,7 +3102,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -4518,7 +4518,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -4827,7 +4827,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -5189,7 +5189,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -5269,7 +5269,7 @@
             "$ref": "#/components/schemas/Pagination"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "sort": {
             "$ref": "#/components/schemas/BreakdownSort"
@@ -5644,6 +5644,10 @@
           "measure": {
             "type": "string"
           },
+          "nextCursor": {
+            "description": "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.",
+            "type": "string"
+          },
           "omittedCount": {
             "description": "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.",
             "type": "number"
@@ -5654,6 +5658,14 @@
           },
           "slice": {
             "type": "string"
+          },
+          "total": {
+            "description": "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.",
+            "type": "integer"
+          },
+          "totalApproximate": {
+            "description": "Present (always `true`) alongside `total`: the total is a cardinality estimate, not an exact count.",
+            "type": "boolean"
           }
         },
         "required": [
@@ -6028,7 +6040,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -6411,7 +6423,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -8412,7 +8424,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -9118,7 +9130,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -9815,7 +9827,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -10201,7 +10213,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -10380,6 +10392,98 @@
         ],
         "type": "object"
       },
+      "CreateSavedFilterRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "kind": {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "enum": [
+              "filter",
+              "view"
+            ],
+            "type": "string"
+          },
+          "name": {
+            "maxLength": 100,
+            "minLength": 1,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "The target list operation's request body WITHOUT `pagination` (e.g. `{ flatFilters, filters, sort, period }` for listOriginators). Validated against that operation's schema; unknown filter fields are rejected. Null/omitted for a UI-only filter.",
+            "nullable": true,
+            "type": "object"
+          },
+          "target": {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "enum": [
+              "originators",
+              "agents",
+              "companies",
+              "branches",
+              "offices",
+              "loans",
+              "properties",
+              "sales",
+              "crm_people",
+              "crm_companies"
+            ],
+            "type": "string"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "Opaque client UI state used to restore a filter panel (≤16KB). Not interpreted by the API.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "minimum": 1,
+            "type": "integer"
+          },
+          "unmapped": {
+            "description": "UI filter keys the client could not express in `query` (set with `fidelity: partial`).",
+            "items": {
+              "maxLength": 200,
+              "minLength": 1,
+              "type": "string"
+            },
+            "maxItems": 100,
+            "type": "array"
+          }
+        },
+        "required": [
+          "name",
+          "target"
+        ],
+        "type": "object"
+      },
+      "CreateSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "CrmActiveCall": {
         "nullable": true,
         "properties": {
@@ -16075,6 +16179,58 @@
           }
         ]
       },
+      "DatedPeriod": {
+        "description": "Date window for loans / sales / market endpoints. Accepts every `Period` value plus rolling windows: `last30Days` / `last60Days` / `last90Days` (today minus 30 / 60 / 90 days through today), `previousMonth` (the last complete calendar month) and `currentMonth` (the 1st of this month through today). All windows are resolved in UTC with inclusive calendar-date bounds. Rolling windows are only accepted by the loans, sales and market endpoints (list, count, breakdowns, analytics summary / time-series / chart); originators / companies / branches / agents / offices endpoints return 400 for them.",
+        "enum": [
+          "2017",
+          "2018",
+          "2019",
+          "2020",
+          "2021",
+          "2022",
+          "2023",
+          "2024",
+          "2025",
+          "2026",
+          "last3Months",
+          "last6Months",
+          "last12Months",
+          "last14Months",
+          "last16Months",
+          "last18Months",
+          "last24Months",
+          "yearToDate",
+          "allTime",
+          "last30Days",
+          "last60Days",
+          "last90Days",
+          "previousMonth",
+          "currentMonth"
+        ],
+        "type": "string"
+      },
+      "DeleteSavedFilterResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "deleted": {
+                "enum": [
+                  true
+                ],
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "deleted"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "EarlyExitCounterparty": {
         "properties": {
           "name": {
@@ -16854,14 +17010,130 @@
         ],
         "type": "object"
       },
+      "EnrichmentCacheStats": {
+        "properties": {
+          "computedAt": {
+            "description": "ISO 8601 timestamp",
+            "type": "string"
+          },
+          "costUsd": {
+            "description": "`total × unitCostUsd` — upstream spend behind the live table.",
+            "minimum": 0,
+            "type": "number"
+          },
+          "empty": {
+            "description": "Unexpired rows where the provider returned no persons.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "expired": {
+            "minimum": 0,
+            "type": "integer"
+          },
+          "healthy": {
+            "description": "Unexpired rows with at least one person.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "memberRows": {
+            "description": "Member entitlement rows across every workspace.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "partial": {
+            "description": "True when the scan hit its page/time budget; counts are a lower bound.",
+            "type": "boolean"
+          },
+          "savedLookups": {
+            "description": "Member entitlements served from the internal cache rather than a fresh BatchData call (every member beyond the first per property).",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "savingsUsd": {
+            "description": "`savedLookups × unitCostUsd`.",
+            "minimum": 0,
+            "type": "number"
+          },
+          "total": {
+            "description": "Internal property cache rows — one per enriched property.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "unitCostUsd": {
+            "minimum": 0,
+            "type": "number"
+          }
+        },
+        "required": [
+          "total",
+          "expired",
+          "empty",
+          "healthy",
+          "memberRows",
+          "savedLookups",
+          "costUsd",
+          "savingsUsd",
+          "unitCostUsd",
+          "partial",
+          "computedAt"
+        ],
+        "type": "object"
+      },
+      "EnrichmentCharge": {
+        "properties": {
+          "at": {
+            "description": "ISO 8601 time of the debit",
+            "type": "string"
+          },
+          "credits": {
+            "type": "number"
+          },
+          "refresh": {
+            "description": "True when this charge came from a forced re-run",
+            "type": "boolean"
+          }
+        },
+        "required": [
+          "at",
+          "credits",
+          "refresh"
+        ],
+        "type": "object"
+      },
       "EnrichmentListItem": {
         "properties": {
+          "charged": {
+            "description": "Whether the call that produced the current result debited credits. `null` for results stored before charges were recorded.",
+            "nullable": true,
+            "type": "boolean"
+          },
+          "charges": {
+            "description": "Every recorded debit for this property, oldest first. More than one means it was paid for more than once (a `refresh` re-run). `null` when not recorded.",
+            "items": {
+              "$ref": "#/components/schemas/EnrichmentCharge"
+            },
+            "nullable": true,
+            "type": "array"
+          },
+          "creditsCharged": {
+            "description": "Total credits debited for this property across every recorded run, including forced re-runs. `null` when not recorded.",
+            "nullable": true,
+            "type": "number"
+          },
+          "emailCount": {
+            "description": "Email addresses found across every matched person.",
+            "type": "number"
+          },
           "enrichedAt": {
             "type": "string"
           },
           "personCount": {
             "type": "number"
           },
+          "phoneCount": {
+            "description": "Phone numbers found across every matched person. A matched person can have none.",
+            "type": "number"
+          },
           "propertyId": {
             "type": "string"
           },
@@ -16873,7 +17145,12 @@
           "propertyId",
           "enrichedAt",
           "source",
-          "personCount"
+          "personCount",
+          "phoneCount",
+          "emailCount",
+          "charged",
+          "creditsCharged",
+          "charges"
         ],
         "type": "object"
       },
@@ -17700,6 +17977,17 @@
         ],
         "type": "object"
       },
+      "GetSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "HeadcountPoint": {
         "properties": {
           "active": {
@@ -18377,6 +18665,11 @@
           "advancedFilters": {
             "$ref": "#/components/schemas/FilterNode"
           },
+          "after": {
+            "description": "PARTY slices only. Opaque cursor from a previous page's `nextCursor`; send the same body otherwise. A cursor is bound to the `slice` and `measure` it was issued for (400 if they change). It is an offset into the ranking, so a rolling `period` re-resolved on a later UTC day ranks a shifted window.",
+            "minLength": 1,
+            "type": "string"
+          },
           "filters": {
             "$ref": "#/components/schemas/FilterNode"
           },
@@ -18590,7 +18883,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -18670,7 +18963,13 @@
             "$ref": "#/components/schemas/ChartMeasure"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
+          },
+          "size": {
+            "description": "PARTY slices only (`originator`, `broker`, `loanCompany`; 400 on any other slice). Page size for the ranking, 1–1000. Passing `size` (or `after`) turns on paging: the response gains `total` / `totalApproximate` and, when more buckets remain, `nextCursor`, and drops `omittedCount`. Buckets stay ranked by `measure` descending (ties broken by key), and bucket labels stay NMLS ids. Default when only `after` is sent: 200, the fixed chart's bucket count. Paging reaches the top 10,000 ranked buckets.",
+            "maximum": 1000,
+            "minimum": 1,
+            "type": "integer"
           },
           "slice": {
             "$ref": "#/components/schemas/LoanSlice"
@@ -18988,7 +19287,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -19068,7 +19367,7 @@
             "$ref": "#/components/schemas/Pagination"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "sort": {
             "items": {
@@ -19534,7 +19833,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -19611,7 +19910,7 @@
             "type": "object"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           }
         },
         "type": "object"
@@ -19835,7 +20134,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -19918,7 +20217,7 @@
             "$ref": "#/components/schemas/Measure"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "segment": {
             "$ref": "#/components/schemas/LoanSlice"
@@ -20221,7 +20520,7 @@
             "$ref": "#/components/schemas/MarketChartMeasure"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "slice": {
             "$ref": "#/components/schemas/MarketSliceDimension"
@@ -20413,7 +20712,7 @@
             "type": "integer"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "slice": {
             "description": "Break the mix down by a market dimension — `metro` for the metro (CBSA) grain, `state` / `county` / `zip` for geography, or any product dimension. Each bucket reports its OWN denominators, so bucket shares are comparable to each other and to the overall mix. Omit for the overall mix only.",
@@ -20839,7 +21138,7 @@
             "$ref": "#/components/schemas/Pagination"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "sort": {
             "items": {
@@ -21198,7 +21497,7 @@
             "$ref": "#/components/schemas/MarketFlatFilters"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           }
         },
         "type": "object"
@@ -21291,7 +21590,7 @@
             "$ref": "#/components/schemas/MarketMeasure"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "segment": {
             "$ref": "#/components/schemas/MarketSliceDimension"
@@ -23426,7 +23725,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -25497,11 +25796,11 @@
             "description": "Custom window. A period is a fixed pre-aggregated window and cannot be re-cut, so any bound here switches the response to live transaction data.",
             "properties": {
               "from": {
-                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$/u",
+                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$",
                 "type": "string"
               },
               "to": {
-                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$/u",
+                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$",
                 "type": "string"
               }
             },
@@ -26376,7 +26675,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -26686,7 +26985,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "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."
                   }
                 ]
               },
@@ -26867,6 +27166,7 @@
         "type": "object"
       },
       "Period": {
+        "description": "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`).",
         "enum": [
           "2017",
           "2018",
@@ -29711,7 +30011,7 @@
         "properties": {
           "asOf": {
             "description": "The subscribe day (yyyy-MM-dd). Step 0 replays the backfill window a real subscribe would deliver on this date.",
-            "pattern": "^\\d{4}-\\d{2}-\\d{2}/u",
+            "pattern": "^\\d{4}-\\d{2}-\\d{2}",
             "type": "string"
           },
           "backfillDays": {
@@ -29741,7 +30041,7 @@
           "steps": {
             "description": "Later dates (yyyy-MM-dd) to advance to. Each shows only what is NEW since the previous date — the forward delta the cron would have delivered. Sorted + de-duplicated; capped at 12 dates total.",
             "items": {
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}",
               "type": "string"
             },
             "type": "array"
@@ -29986,7 +30286,7 @@
             "$ref": "#/components/schemas/ChartMeasure"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "slice": {
             "$ref": "#/components/schemas/SaleChartSlice"
@@ -30186,7 +30486,7 @@
             "$ref": "#/components/schemas/Pagination"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "sort": {
             "items": {
@@ -30440,7 +30740,7 @@
             "$ref": "#/components/schemas/SaleFlatFilters"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           }
         },
         "type": "object"
@@ -30464,7 +30764,7 @@
             "$ref": "#/components/schemas/Measure"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
+            "$ref": "#/components/schemas/DatedPeriod"
           },
           "segment": {
             "$ref": "#/components/schemas/SegmentDimension"
@@ -30547,6 +30847,260 @@
         ],
         "type": "object"
       },
+      "SavedFilter": {
+        "properties": {
+          "createdAt": {
+            "format": "date-time",
+            "type": "string"
+          },
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "id": {
+            "type": "string"
+          },
+          "kind": {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "enum": [
+              "filter",
+              "view"
+            ],
+            "type": "string"
+          },
+          "name": {
+            "type": "string"
+          },
+          "operationId": {
+            "description": "The operation to run `query` against (e.g. `listOriginators`); null for UI-only targets.",
+            "nullable": true,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "nullable": true,
+            "type": "object"
+          },
+          "queryVersion": {
+            "type": "integer"
+          },
+          "stale": {
+            "description": "True when the stored `query` no longer validates against the operation (its contract changed). Re-save or adjust before running.",
+            "type": "boolean"
+          },
+          "staleIssues": {
+            "items": {
+              "properties": {
+                "message": {
+                  "type": "string"
+                },
+                "path": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "path",
+                "message"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "target": {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "enum": [
+              "originators",
+              "agents",
+              "companies",
+              "branches",
+              "offices",
+              "loans",
+              "properties",
+              "sales",
+              "crm_people",
+              "crm_companies"
+            ],
+            "type": "string"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "type": "integer"
+          },
+          "unmapped": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "updatedAt": {
+            "format": "date-time",
+            "type": "string"
+          },
+          "visibility": {
+            "description": "Always `private` in v1.",
+            "enum": [
+              "private",
+              "organization",
+              "shared"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "name",
+          "target",
+          "kind",
+          "icon",
+          "query",
+          "queryVersion",
+          "uiState",
+          "uiStateVersion",
+          "fidelity",
+          "unmapped",
+          "visibility",
+          "operationId",
+          "stale",
+          "staleIssues",
+          "createdAt",
+          "updatedAt"
+        ],
+        "type": "object"
+      },
+      "SavedFilterError": {
+        "properties": {
+          "code": {
+            "description": "`QUOTA_EXCEEDED` (409, 25 per target + kind).",
+            "type": "string"
+          },
+          "error": {
+            "type": "string"
+          },
+          "issues": {
+            "items": {
+              "properties": {
+                "message": {
+                  "type": "string"
+                },
+                "path": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "path",
+                "message"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "error"
+        ],
+        "type": "object"
+      },
+      "SavedFilterIcon": {
+        "description": "Optional marker: a color dot, a tinted icon, or an emoji.",
+        "oneOf": [
+          {
+            "properties": {
+              "color": {
+                "pattern": "^#[0-9a-fA-F]{6}$",
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "color"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "color"
+            ],
+            "type": "object"
+          },
+          {
+            "properties": {
+              "color": {
+                "pattern": "^#[0-9a-fA-F]{6}$",
+                "type": "string"
+              },
+              "icon": {
+                "pattern": "^[A-Za-z][A-Za-z0-9]{0,63}$",
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "icon"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "icon",
+              "color"
+            ],
+            "type": "object"
+          },
+          {
+            "properties": {
+              "emoji": {
+                "maxLength": 16,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "emoji"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "emoji"
+            ],
+            "type": "object"
+          },
+          {
+            "nullable": true
+          }
+        ]
+      },
+      "SavedFilterList": {
+        "properties": {
+          "data": {
+            "items": {
+              "$ref": "#/components/schemas/SavedFilter"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "ScoredBreakdownRequest": {
         "properties": {
           "period": {
@@ -31441,6 +31995,70 @@
         },
         "type": "object"
       },
+      "UpdateSavedFilterRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "name": {
+            "maxLength": 100,
+            "minLength": 1,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "The target list operation's request body WITHOUT `pagination` (e.g. `{ flatFilters, filters, sort, period }` for listOriginators). Validated against that operation's schema; unknown filter fields are rejected. Null/omitted for a UI-only filter.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "Opaque client UI state used to restore a filter panel (≤16KB). Not interpreted by the API.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "minimum": 1,
+            "type": "integer"
+          },
+          "unmapped": {
+            "description": "UI filter keys the client could not express in `query` (set with `fidelity: partial`).",
+            "items": {
+              "maxLength": 200,
+              "minLength": 1,
+              "type": "string"
+            },
+            "maxItems": 100,
+            "type": "array"
+          }
+        },
+        "type": "object"
+      },
+      "UpdateSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "WatchedAgent": {
         "properties": {
           "addedAt": {
@@ -31692,7 +32310,7 @@
   "info": {
     "description": "ModelMatch API — mortgage and real-estate market data.\n\n## Bulk delivery limits\n\nThe `POST /{entity}/bulk-delivery` endpoints export a full result set to\nS3 as NDJSON, JSON, CSV, or Parquet.\n\n- **Up to 1,000 rows per delivery: no entitlement required.** Available to\n  every authenticated caller.\n- **Above 1,000 rows: requires the entity's `bulk-delivery.{entity}`\n  entitlement** (e.g. `bulk-delivery.loans`). The grant's scope sets your\n  row ceiling and may also restrict which rows and fields you receive.\n\nA delivery that would exceed the limit available to you is rejected with\n`403 entitlement_missing`, reporting the matched row count and the ceiling\nthat applied. To stay under the limit, pass `limit` — the job then delivers\n(and bills for) only the first `limit` rows of a broader query.\n\n**Need a higher limit?** Email support@modelmatch.com to request the\nentitlement. Limits are raised per organization and per entity.\n\nBulk delivery is billed at 1 credit per delivered row whether or not\nan entitlement is held.",
     "title": "ModelMatch API",
-    "version": "3.58.0"
+    "version": "3.62.0"
   },
   "openapi": "3.1.0",
   "paths": {
@@ -35393,7 +36011,7 @@
             "schema": {
               "description": "Individual NMLS id.",
               "example": "3352",
-              "pattern": "^\\d+$/u",
+              "pattern": "^\\d+$",
               "type": "string"
             }
           }
@@ -35531,7 +36149,7 @@
             "schema": {
               "description": "ECS task id returned by the launch route.",
               "example": "0123456789abcdef0123456789abcdef",
-              "pattern": "^[a-f0-9]{32}$/u",
+              "pattern": "^[a-f0-9]{32}$",
               "type": "string"
             }
           }
@@ -42205,7 +42823,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42216,7 +42834,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42227,7 +42845,7 @@
             "required": false,
             "schema": {
               "description": "Drill into one hire cohort (`YYYY-MM`): `data` then lists its early departures and recent starts.",
-              "pattern": "^\\d{4}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42349,7 +42967,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42360,7 +42978,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           }
@@ -42487,7 +43105,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42498,7 +43116,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42509,7 +43127,7 @@
             "required": false,
             "schema": {
               "description": "Roster AS OF this date (YYYY-MM-DD): loan officers with a record covering it. Replaces the window; `status` must be `active` or omitted.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42685,7 +43303,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42696,7 +43314,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -43096,7 +43714,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -43107,7 +43725,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -55909,6 +56527,7 @@
     },
     "/v1/loans/analytics/chart": {
       "post": {
+        "description": "Buckets the filtered loans by `slice` and ranks them by `measure`, descending. Party slices (`originator`, `broker`, `loanCompany`) are pageable: send `size` (1–1000) and follow `nextCursor` via `after` to walk the whole ranking, with `total` giving the (approximate) number of distinct parties. Other slices return their fixed top-N. `period` accepts rolling windows (`last30Days`, `last60Days`, `last90Days`, `previousMonth`, `currentMonth`) resolved in UTC; `/loans/analytics/summary` with the same filters and period returns the matching population totals.",
         "operationId": "loansAnalyticsChart",
         "requestBody": {
           "content": {
@@ -57257,7 +57876,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57269,7 +57888,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57281,7 +57900,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57400,7 +58019,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57412,7 +58031,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57424,7 +58043,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57448,7 +58067,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57567,7 +58186,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57579,7 +58198,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57591,7 +58210,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57615,7 +58234,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57737,7 +58356,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57749,7 +58368,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57761,7 +58380,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57785,7 +58404,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57918,7 +58537,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57930,7 +58549,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57942,7 +58561,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57966,7 +58585,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -58099,7 +58718,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58111,7 +58730,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58123,7 +58742,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58147,7 +58766,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -58327,7 +58946,7 @@
             "required": false,
             "schema": {
               "description": "Calendar year to rank (default: last year).",
-              "pattern": "^\\d{4}$/u",
+              "pattern": "^\\d{4}$",
               "type": "string"
             }
           },
@@ -58456,7 +59075,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58468,7 +59087,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58480,7 +59099,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58504,7 +59123,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           }
@@ -58611,7 +59230,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58623,7 +59242,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58635,7 +59254,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58659,7 +59278,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -58958,7 +59577,7 @@
             "required": false,
             "schema": {
               "description": "Usage window start (YYYY-MM-DD, inclusive)",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -58969,7 +59588,7 @@
             "required": false,
             "schema": {
               "description": "Usage window end (YYYY-MM-DD, inclusive)",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           }
@@ -62411,6 +63030,17 @@
               "description": "Pagination cursor from a previous response",
               "type": "string"
             }
+          },
+          {
+            "description": "Return only this property's enrichment (zero or one item). The id is the one in the credit ledger's `enrich:<propertyId>` reason.",
+            "in": "query",
+            "name": "propertyId",
+            "required": false,
+            "schema": {
+              "description": "Return only this property's enrichment (zero or one item). The id is the one in the credit ledger's `enrich:<propertyId>` reason.",
+              "minLength": 1,
+              "type": "string"
+            }
           }
         ],
         "responses": {
@@ -63037,34 +63667,440 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Search sales with filters",
+        "summary": "Search sales with filters",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/analytics/chart": {
+      "post": {
+        "operationId": "salesAnalyticsChart",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/SaleChartRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ChartResponse"
+                }
+              }
+            },
+            "description": "Chart data"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Configurable chart (measure × slice) over the market",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/analytics/summary": {
+      "post": {
+        "operationId": "salesAnalyticsSummary",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/SaleSummaryRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SidedSummaryResponse"
+                }
+              }
+            },
+            "description": "Sided market summary with previous-period comparison"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Market summary with buyer/seller/dual split + previous period",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/analytics/time-series": {
+      "post": {
+        "operationId": "salesAnalyticsTimeSeries",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/SaleTimeSeriesRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SalesTimeSeriesResponse"
+                }
+              }
+            },
+            "description": "Time-series with side splits + previous period. Every side carries `volume`, `units`, and `measureValue` for the requested `measure`."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Volume/units over time with buyer/seller/dual split",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/count": {
+      "post": {
+        "description": "Return the exact number of sales matching the given filters. Accepts the same request body as `listSales` (pagination and sort are ignored). Use this when you only need a total; to get the matching sales themselves, send the same request body to `listSales`.",
+        "operationId": "countSales",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/SaleListRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CountResponse"
+                }
+              }
+            },
+            "description": "Exact count of matching sales"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Count sales matching filters",
         "tags": [
           "Sales"
-        ]
+        ],
+        "x-mm-records-via": "listSales"
       }
     },
-    "/v1/sales/analytics/chart": {
-      "post": {
-        "operationId": "salesAnalyticsChart",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/SaleChartRequest"
-              }
+    "/v1/sales/{id}": {
+      "get": {
+        "operationId": "getSale",
+        "parameters": [
+          {
+            "description": "Sale document ID",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Sale document ID",
+              "type": "string"
             }
           }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SaleDetailResponse"
+                }
+              }
+            },
+            "description": "Sale detail"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Sale not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large"
+          }
         },
+        "summary": "Get sale by ID",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/{id}/related": {
+      "get": {
+        "description": "Return the ids of records of another type that are linked to this record. Links resolve by identifier, strongest identifier first, and equally-trusted identifiers are combined — a company's linked loans cover every role it holds on a loan, not just the first one found. The response reports which strength was used: `primary` is the canonical identifier for that pair, `secondary` is a real but weaker alternate used only when the record carries nothing better. This is a lightweight index: it returns ids and a count, not full records. For filtering, sorting, pagination and full detail, use the named endpoint for the pair (for example the originator loans endpoint) and fetch records by id.",
+        "operationId": "saleRelated",
+        "parameters": [
+          {
+            "description": "Sale id",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Sale id",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Type of record to link to",
+            "in": "query",
+            "name": "to",
+            "required": true,
+            "schema": {
+              "description": "Type of record to link to",
+              "enum": [
+                "agents",
+                "loans",
+                "properties"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "Maximum ids to return (default 25, max 200)",
+            "in": "query",
+            "name": "limit",
+            "required": false,
+            "schema": {
+              "description": "Maximum ids to return (default 25, max 200)",
+              "maximum": 200,
+              "minimum": 1,
+              "type": "integer"
+            }
+          }
+        ],
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ChartResponse"
+                  "$ref": "#/components/schemas/RelatedResponse"
                 }
               }
             },
-            "description": "Chart data"
+            "description": "Linked record ids"
           },
           "400": {
             "content": {
@@ -63104,7 +64140,7 @@
                 }
               }
             },
-            "description": "Not found"
+            "description": "Record not found"
           },
           "413": {
             "content": {
@@ -63117,34 +64153,64 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Configurable chart (measure × slice) over the market",
+        "summary": "Records linked to this one",
         "tags": [
-          "Sales"
+          "Related"
         ]
       }
     },
-    "/v1/sales/analytics/summary": {
-      "post": {
-        "operationId": "salesAnalyticsSummary",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/SaleSummaryRequest"
-              }
+    "/v1/saved-filters": {
+      "get": {
+        "description": "The caller's saved filters (and saved CRM views) in the active organization, oldest first, optionally narrowed by target and kind.",
+        "operationId": "listSavedFilters",
+        "parameters": [
+          {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "in": "query",
+            "name": "target",
+            "required": false,
+            "schema": {
+              "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+              "enum": [
+                "originators",
+                "agents",
+                "companies",
+                "branches",
+                "offices",
+                "loans",
+                "properties",
+                "sales",
+                "crm_people",
+                "crm_companies"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "in": "query",
+            "name": "kind",
+            "required": false,
+            "schema": {
+              "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+              "enum": [
+                "filter",
+                "view"
+              ],
+              "type": "string"
             }
           }
-        },
+        ],
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SidedSummaryResponse"
+                  "$ref": "#/components/schemas/SavedFilterList"
                 }
               }
             },
-            "description": "Sided market summary with previous-period comparison"
+            "description": "Saved filters."
           },
           "400": {
             "content": {
@@ -63197,44 +64263,43 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Market summary with buyer/seller/dual split + previous period",
+        "summary": "List your saved filters",
         "tags": [
-          "Sales"
+          "Saved Filters"
         ]
-      }
-    },
-    "/v1/sales/analytics/time-series": {
+      },
       "post": {
-        "operationId": "salesAnalyticsTimeSeries",
+        "description": "Save a named filter for a list target. For a market target, `query` is the target operation's request body without `pagination` (e.g. the body you would send to listOriginators) and is validated against it. Limit: 25 per target.",
+        "operationId": "createSavedFilter",
         "requestBody": {
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/SaleTimeSeriesRequest"
+                "$ref": "#/components/schemas/CreateSavedFilterRequest"
               }
             }
           }
         },
         "responses": {
-          "200": {
+          "201": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SalesTimeSeriesResponse"
+                  "$ref": "#/components/schemas/CreateSavedFilterResult"
                 }
               }
             },
-            "description": "Time-series with side splits + previous period. Every side carries `volume`, `units`, and `measureValue` for the requested `measure`."
+            "description": "The saved filter."
           },
           "400": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Validation error"
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
           },
           "401": {
             "content": {
@@ -63266,6 +64331,16 @@
             },
             "description": "Not found"
           },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "`QUOTA_EXCEEDED` — 25 saved filters for this target already; update or delete one."
+          },
           "413": {
             "content": {
               "application/json": {
@@ -63277,35 +64352,41 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Volume/units over time with buyer/seller/dual split",
+        "summary": "Save a filter",
         "tags": [
-          "Sales"
+          "Saved Filters"
         ]
       }
     },
-    "/v1/sales/count": {
-      "post": {
-        "description": "Return the exact number of sales matching the given filters. Accepts the same request body as `listSales` (pagination and sort are ignored). Use this when you only need a total; to get the matching sales themselves, send the same request body to `listSales`.",
-        "operationId": "countSales",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/SaleListRequest"
-              }
+    "/v1/saved-filters/{id}": {
+      "delete": {
+        "operationId": "deleteSavedFilter",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
             }
           }
-        },
+        ],
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CountResponse"
+                  "$ref": "#/components/schemas/DeleteSavedFilterResult"
                 }
               }
             },
-            "description": "Exact count of matching sales"
+            "description": "Deleted."
           },
           "400": {
             "content": {
@@ -63341,11 +64422,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Not found"
+            "description": "No saved filter with that id belongs to the caller."
           },
           "413": {
             "content": {
@@ -63358,24 +64439,26 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Count sales matching filters",
+        "summary": "Delete a saved filter",
         "tags": [
-          "Sales"
-        ],
-        "x-mm-records-via": "listSales"
-      }
-    },
-    "/v1/sales/{id}": {
+          "Saved Filters"
+        ]
+      },
       "get": {
-        "operationId": "getSale",
+        "description": "Returns the saved `query` and the `operationId` to run it with. Check `fidelity` (`partial` → `unmapped` lists what the query omits; `ui_only` → nothing to run) and `stale` (the query no longer validates) before running.",
+        "operationId": "getSavedFilter",
         "parameters": [
           {
-            "description": "Sale document ID",
+            "description": "Saved-filter id (nanoid).",
             "in": "path",
             "name": "id",
             "required": true,
             "schema": {
-              "description": "Sale document ID",
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
               "type": "string"
             }
           }
@@ -63385,13 +64468,13 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SaleDetailResponse"
+                  "$ref": "#/components/schemas/GetSavedFilterResult"
                 }
               }
             },
-            "description": "Sale detail"
+            "description": "The saved filter."
           },
-          "404": {
+          "400": {
             "content": {
               "application/json": {
                 "schema": {
@@ -63399,7 +64482,37 @@
                 }
               }
             },
-            "description": "Sale not found"
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "No saved filter with that id belongs to the caller."
           },
           "413": {
             "content": {
@@ -63409,78 +64522,62 @@
                 }
               }
             },
-            "description": "Response payload too large"
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Get sale by ID",
+        "summary": "Get a saved filter (with the operation to run it)",
         "tags": [
-          "Sales"
+          "Saved Filters"
         ]
-      }
-    },
-    "/v1/sales/{id}/related": {
-      "get": {
-        "description": "Return the ids of records of another type that are linked to this record. Links resolve by identifier, strongest identifier first, and equally-trusted identifiers are combined — a company's linked loans cover every role it holds on a loan, not just the first one found. The response reports which strength was used: `primary` is the canonical identifier for that pair, `secondary` is a real but weaker alternate used only when the record carries nothing better. This is a lightweight index: it returns ids and a count, not full records. For filtering, sorting, pagination and full detail, use the named endpoint for the pair (for example the originator loans endpoint) and fetch records by id.",
-        "operationId": "saleRelated",
+      },
+      "patch": {
+        "description": "Rename, re-icon, or replace the query / UI state. The target is fixed. A new `query` is validated like on create.",
+        "operationId": "updateSavedFilter",
         "parameters": [
           {
-            "description": "Sale id",
+            "description": "Saved-filter id (nanoid).",
             "in": "path",
             "name": "id",
             "required": true,
             "schema": {
-              "description": "Sale id",
-              "type": "string"
-            }
-          },
-          {
-            "description": "Type of record to link to",
-            "in": "query",
-            "name": "to",
-            "required": true,
-            "schema": {
-              "description": "Type of record to link to",
-              "enum": [
-                "agents",
-                "loans",
-                "properties"
-              ],
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
               "type": "string"
             }
-          },
-          {
-            "description": "Maximum ids to return (default 25, max 200)",
-            "in": "query",
-            "name": "limit",
-            "required": false,
-            "schema": {
-              "description": "Maximum ids to return (default 25, max 200)",
-              "maximum": 200,
-              "minimum": 1,
-              "type": "integer"
-            }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/UpdateSavedFilterRequest"
+              }
+            }
+          }
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/RelatedResponse"
+                  "$ref": "#/components/schemas/UpdateSavedFilterResult"
                 }
               }
             },
-            "description": "Linked record ids"
+            "description": "The updated filter."
           },
           "400": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Validation error"
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
           },
           "401": {
             "content": {
@@ -63506,11 +64603,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Record not found"
+            "description": "No saved filter with that id belongs to the caller."
           },
           "413": {
             "content": {
@@ -63523,9 +64620,9 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Records linked to this one",
+        "summary": "Update a saved filter",
         "tags": [
-          "Related"
+          "Saved Filters"
         ]
       }
     },
@@ -63689,6 +64786,10 @@
       "description": "Real-estate sales transactions",
       "name": "Sales"
     },
+    {
+      "description": "Your saved list filters — store a query once, re-run it against its list operation",
+      "name": "Saved Filters"
+    },
     {
       "description": "Instant multi-entity search",
       "name": "Search"