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Design partner support packet

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What the partner should receive

• docs root: https://docs.secapi.ai
• status: https://docs.secapi.ai/status
• changelog: https://docs.secapi.ai/changelog
• onboarding: https://secapi.ai/onboarding
• auth and pricing: https://docs.secapi.ai/auth-and-pricing
• first-request flows: https://docs.secapi.ai/first-request-flows

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Minimum partner checklist

1. Confirm API health and OAuth discovery
2. Confirm the org has a live scoped API key
3. Run one issuer lookup
4. Run one narrative workflow and one structured workflow
5. Confirm billing and limits visibility
6. Confirm the partner can capture Request-Id

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Recommended starter workflows

• equity research:
  • entities.resolve
  • filings.latest
  • sections.get
  • facts.get
• portfolio monitoring:
  • owners.get_13f
  • owners.compare_13f
  • insiders.list
• compensation review:
  • comp.list
  • comp.compare

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Support escalation package

• org name
• primary interface used
• exact ticker, CIK, form, or tool name
• Request-Id
• timestamp in UTC
• whether the issue is blocking onboarding or post-onboarding production use

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Success criteria

• the partner completes one real workflow in their preferred interface
• the partner has a named operator contact on both sides
• the partner has the docs and escalation links above
• the partner can state their next production workflow clearly