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Evaluation converts a credential’s academic records into standardized equivalents. You receive a qualification equivalency, evaluated course grades and credits, and weighted and unweighted GPA where available. Document processing and evaluation have separate workflows. After extraction, an operator reviews and completes evaluation in the TruEnroll UI. The Partner API lets you retrieve results and reports; it does not start evaluation. Do not include evaluation in an upload’s features array.

How evaluation works

1

Extract and review the credential

TruEnroll extracts candidate, institution, qualification, and course information from the submitted documents. An operator reviews the extracted data before finalizing evaluation.
2

Apply grade and credit scales

The operator selects or reviews the grading scale and credit conversion scale. Evaluation maps source grades or marks to equivalent grades and grade points, and converts course credits. Course exclusions and retaken courses can affect the results.
3

Review the equivalency and complete evaluation

The operator reviews the qualification equivalency, GPA, credits, and course output. The equivalency summary can be edited. Completed evaluations become available through the Partner API with any evaluator report note.
4

Retrieve results and download reports

Read the evaluation JSON to check progress and select the evaluation you need. Download a credential report as PDF or XLSX once that evaluation is completed. Combined reports have a separate readiness check.
For the UI steps, see Evaluation in TruEnroll.

Credentials and targets

A case can contain several credentials, and each credential can have several evaluations. The general evaluation has targetInstitute: null. When target institutes are configured, additional evaluations identify their institute by id and name. Select evaluations by their target or evaluationId. Array order does not identify the general evaluation. Before evaluation is initiated, a credential can have no evaluation rows.

Evaluated output

The evaluation JSON is self-contained. It includes candidate, institution, and qualification details alongside each credential’s evaluations. Evaluated course values can differ from the transcript’s original values. Use extraction results when you need the source grades, marks, and credits. Evaluation JSON does not include grading scales or accreditation findings. Combined equivalency, where the case’s credentials are evaluated together against one target rather than each on its own, has its own endpoint. It returns the combined statements with the credentials they were derived from, and omits courses.

Progress and completion

Unfinished evaluation rows contain identifiers, status, target, and completedAt: null. They omit equivalency, courses, and note. If an operator reopens an evaluation or edits a document, completed output can return to processing until evaluation is completed again. The evaluation response aggregates the credentials that can be evaluated (past extraction and not uncategorized), the same ones case.evaluation.completed waits for. It is queued while none of them has been evaluated, completed once every one has a completed evaluation, and processing otherwise. A credential with no evaluation rows counts as still waiting, so a case never reads completed while a credential on it is unevaluated. Check the rows you need before requesting a report. Case and upload status describe document processing. A completed upload does not mean evaluation is complete. There is no evaluation failed status or case.evaluation.failed event; an evaluation that cannot be completed remains in progress.

Completion notifications and downloads

case.evaluation.completed is a case-level notification emitted when all required evaluations are completed. It carries credential and evaluation IDs, with no uploadId. It can fire again when the case is completed after an edit or reopened evaluation. This notification is best-effort. Use it as a prompt to fetch current results, and poll GET /partner/v1/cases/{id}/evaluation as a fallback. Deduplicate notifications by event name, case ID, and completion timestamp. A completed credential evaluation does not guarantee combined readiness. The two are tracked separately, so every credential can be completed while combined equivalency for a target is still processing. Combined equivalency can also be failed; downloading the combined report retries it. Poll GET /cases/{id}/evaluation/combined to find out when it is ready. It answers 200 with a status instead of the 409 the report endpoints return, and reading it has no side effects. Downloading a combined PDF does: each download generates a fresh report ID and QR verification link.

Evaluation API guide

Endpoint paths, query selectors, response fields, and download examples.

Combined equivalency

The case’s credentials evaluated together, as JSON.

Completion webhooks

Evaluation event payload, repeat completions, and delivery behavior.