Exporting Your Case Data from Agent Hub

Last updated: April 2, 2026

As part of our platform evolution, Agent Hub will be shutting down on April 30th, 2026. To ensure you retain all your valuable case data, we've provided multiple ways to export your information before this date.

Important Dates

MilestoneDate

Export feature available

Now

Last day to export data

April 30th, 2026

Agent Hub shutdown

April 30th, 2026

What Data Can Be Exported?

  • Case records - All case metadata including case IDs, creation dates, and status

  • Verification results - Complete verification check results and recommendations

  • Documents - Uploaded documents associated with each case

  • Audit logs - Full audit trail of actions taken on each case

  • Agent configurations - Your custom agent configurations and settings

Export Methods

Method 1: Bulk Export via UI

  1. Navigate to Cases Overview in the left sidebar

  2. Click the Export button in the top-right corner

  3. Select the date range for cases you wish to export

  4. Choose your preferred export format:

    • CSV - Best for spreadsheet analysis

    • JSON - Best for programmatic access or migration

  5. Click Generate Export

  6. Once processing is complete, click Download to save the file

Method 2: API Export

BASH# Authenticate and get your API token
curl -X POST https://api.parcha.ai/auth/token \
  -H "Content-Type: application/json" \
  -d '{"api_key": "YOUR_API_KEY"}'

# Export cases
curl -X GET "https://api.parcha.ai/v1/cases/export" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "start_date": "2024-01-01",
    "end_date": "2026-04-30",
    "format": "json",
    "include_documents": true,
    "include_audit_logs": true
  }'

API Parameters

ParameterTypeDescription

start_date

string

Start date for export range (YYYY-MM-DD)

end_date

string

End date for export range (YYYY-MM-DD)

format

string

Export format: csv or json

include_documents

boolean

Include document URLs in export

include_audit_logs

boolean

Include audit log entries

agent_key

string

(Optional) Filter by specific agent

Method 3: Individual Case Export

  1. Open the case you wish to export

  2. Click the Actions menu (three dots) in the top-right

  3. Select Export Case Data

  4. Choose your format and click Download

Method 4: Export Agent Configuration

Your agent configurations contain all the settings, check steps, and parameters that define how your verification workflows operate. Exporting these is essential for migrating to Grep Expert.

From the Cases Overview:

  1. Navigate to any agent's Cases Overview page

  2. Click the Actions dropdown button in the top-right

  3. Select Export Agent Config

  4. A JSON file will download containing your complete agent configuration

From the Agents List:

  1. Navigate to the Agents page in the left sidebar

  2. Find the agent you wish to export

  3. Click the three-dot menu (...) on the agent card

  4. Select Export Config

  5. A JSON file will download containing your complete agent configuration

Agent Config Export Format

JSON{
  "agent_key": "your-agent-key",
  "agent_name": "Your Agent Name",
  "agent_type": "KYB",
  "exported_at": "2026-03-30T10:00:00Z",
  "config": {
    "steps": [
      {
        "command_id": "kyb.business_verification",
        "step_name": "Business Verification",
        "tool_args": {...},
        "data_loader_args": {...}
      }
    ],
    "category_config": {...},
    "enable_job_batching": false
  }
}

This export includes:

  • All verification check steps and their order

  • Tool arguments and thresholds for each check

  • Data loader configurations

  • Category and recommendation settings

  • Batching and workflow settings

Export Format Details

CSV Format

case_id, created_at, updated_at, status, recommendation, entity_name,
entity_type, check_results, documents, audit_log_summary

JSON Format

JSON{
  "export_metadata": {
    "exported_at": "2026-03-30T10:00:00Z",
    "total_cases": 1250,
    "date_range": {
      "start": "2024-01-01",
      "end": "2026-04-30"
    }
  },
  "cases": [
    {
      "case_id": "case_abc123",
      "created_at": "2024-06-15T14:30:00Z",
      "status": "complete",
      "recommendation": "approve",
      "entity": {
        "name": "Acme Corporation",
        "type": "business"
      },
      "check_results": [...],
      "documents": [...],
      "audit_log": [...]
    }
  ]
}

Document Downloads

Documents are not included directly in CSV/JSON exports due to file size. Instead, the export includes secure download URLs that remain valid for 7 days after export.

PYTHONimport requests
import json

# Load your export file
with open('cases_export.json') as f:
    export_data = json.load(f)

# Download each document
for case in export_data['cases']:
    for doc in case.get('documents', []):
        response = requests.get(doc['download_url'])
        with open(f"documents/{doc['filename']}", 'wb') as f:
            f.write(response.content)

Migrating to Grep Expert

We recommend migrating to Grep Expert, our next-generation compliance platform. Grep Expert offers:

  • Enhanced AI-powered verification

  • Real-time monitoring capabilities

  • Advanced workflow automation

  • Improved API performance

For migration assistance, please contact our team (support@parcha.ai) or schedule a migration consultation here: https://calendly.com/d/cxrf-syt-6dm/parcha-to-grep-migration

Data Retention After Shutdown

After April 30th, 2026:

  • All Agent Hub data will be permanently deleted

  • Exported data remains yours to keep

  • API access will be terminated

  • Document download URLs will expire

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