--- schema_version: "1" id: 093e9911ab3694bbf04f4093e3415a34cb169ec76165009d97682a1d79369f56 title: Flexible Hierarchies collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/fsc_flexible_hierarchy_business_apis.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/fsc_flexible_hierarchy_business_apis.htm source_site: developer.salesforce.com content_type: documentation content_hash: d4a5ecdd7ff93fe49283d9b99f50e992ec60750a50d3a1f0e68b3517dfee407d description: Use the Flexible Hierarchy APIs to get the root records that match a relationship graph definition, create or update hierarchies by applying rules, monitor rule-based generation jobs, check whether hierarchies are in sync, get hierarchy snapshots, and validate multiple hierarchies asynchronously. --- # Flexible Hierarchies Use the Flexible Hierarchy APIs to get the root records that match a relationship graph definition, create or update hierarchies by applying rules, monitor rule-based generation jobs, check whether hierarchies are in sync, get hierarchy snapshots, and validate multiple hierarchies asynchronously. - **[Flexible Hierarchy Bulk Validation (POST)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_bulk_validate.htm)** Validate multiple flexible hierarchies asynchronously by providing a list of IDs, applying filter criteria, or selecting all draft hierarchies. - **[Flexible Hierarchy Records (GET)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_records.htm)** Search the org for records of a specified object type whose name matches your search text, scoped to the configuration of a relationship graph definition. Use this API to find any record that you can add as a node to a flexible hierarchy. Unlike the node search, this API searches all records of the specified object and works in orgs that have probabilistic encryption enabled on the name field. - **[Flexible Hierarchy Root Records (GET)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_root_records.htm)** Get the records that match the root filter defined in a relationship graph definition. Use this API to preview the records that are eligible for rule-based hierarchy creation before starting a hierarchy generation job. - **[Flexible Hierarchy Apply Rules (POST)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_apply_rules.htm)** Create new flexible hierarchies or update existing hierarchies asynchronously by applying the rules defined in a relationship graph definition. Use the operationMode parameter to create hierarchies for matching root records or to re-apply the rules so that existing hierarchies stay in sync with the source data. This API runs asynchronously and returns an ID to track the request. - **[Flexible Hierarchy Job Runs (GET)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_job_runs.htm)** Get a paginated list of job runs for the org's rule-based hierarchy generation jobs. - **[Flexible Hierarchy Job Run by ID (GET, DELETE)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_job_run.htm)** Get the details of a rule-based hierarchy generation job run or delete a job run by job run ID. - **[Flexible Hierarchy Job Run Items (GET)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_job_run_items.htm)** Get a paginated list of job run items that are associated with a job run. Use this API to review which root records succeeded or failed and to inspect error messages for failures. - **[Flexible Hierarchy Job Run Item by ID (GET)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_job_run_item.htm)** Get the details of a job run item by item ID. - **[Flexible Hierarchy Check Synchronization (POST)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_check_sync.htm)** Evaluate whether one or more rule-based flexible hierarchies are synchronized with their source data. This API runs asynchronously and returns a request ID that you can use to track the evaluation through the job run and job run item resources. - **[Flexible Hierarchy Snapshots (GET)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_snapshots.htm)** Get a paginated list of snapshots for a specific flexible hierarchy. Each snapshot represents the hierarchy's structure as it existed when it was captured, and includes metadata such as the captured date, version number, and node count. - **[Flexible Hierarchy Snapshot by Version (GET)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_snapshot.htm)** Get a single snapshot version of a flexible hierarchy, including its captured nodes and relationships. Use this API to load the full tree for a specific version selected from the snapshot history. - **[Flexible Hierarchy Snapshot Search (GET)](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_flexible_hierarchy_snapshot_search.htm)** Search the nodes in a specific flexible hierarchy snapshot version to find the nodes by display name, optionally filtered by object type.