Prerequisites
1. Resolve an issuer
Request-Id header. The exact response can contain additional fields.
2. Retrieve one source filing
accessionNumber, filingDate, and filingUrl. A “latest” result changes as the issuer files; use an accession-specific reference when you need an immutable document identity.
3. Inspect a compact response where supported
view=agent is an endpoint-specific projection. It can omit envelope metadata that is present in the default response. Confirm its fields in the operation reference before using it for a citation or audit trail.
4. Explore filing workflows
5. Search filing text
6. Try statements and ownership
Use a different interface
Expected failures
401 and an authentication error. For 429, read Retry-After and wait that interval. For validation and availability errors, keep the response body and Request-Id, then check Troubleshooting.
Production notes
- Run requests from a backend, worker, or local development shell, never from a public frontend.
- Set a client timeout and a bounded retry policy. Do not blindly retry writes.
- Log the endpoint, status,
Request-Id, andSECAPI-Version; do not log the API key or full sensitive payloads.

