Socotra
API ReferenceBilling API

Delinquency API

ActionEndpoint
Update the Delinquency Plan Assigned to a QuotePATCH/policy/{tenantLocator}/quotes/{locator}/delinquencyPlan
Update the Delinquency Plan Assigned to a PolicyPATCH/policy/{tenantLocator}/policies/{locator}/delinquencyPlan
Fetch a DelinquencyGET/billing/{tenantLocator}/delinquencies/{locator}
Fetch Delinquencies for an AccountGET/billing/{tenantLocator}/delinquencies/accounts/{accountLocator}/list
Fetch Delinquencies for an InvoiceGET/billing/{tenantLocator}/delinquencies/invoices/{invoiceLocator}/list
Fetch Delinquencies for a PolicyGET/billing/{tenantLocator}/delinquencies/policies/{policyLocator}/list
Update DelinquencyPATCH/billing/{tenantLocator}/delinquencies/{locator}
Fetch Delinquency EventGET/billing/{tenantLocator}/delinquencies/events/{delinquencyEventLocator}
Fetch Delinquency EventsGET/billing/{tenantLocator}/delinquencies/{delinquencyLocator}/events/list
Update Delinquency EventPATCH/billing/{tenantLocator}/delinquencies/events/{delinquencyEventLocator}

Delinquency Plan Assignment

Update the Delinquency Plan Assigned to a Quote

Update the Delinquency Plan Assigned to a QuoteupdateQuoteDelinquencyPlan
PATCH/policy/{tenantLocator}/quotes/{locator}/delinquencyPlan

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Response:QuoteResponse
Security Group:quotes
Permission:
write

Update the Delinquency Plan Assigned to a Policy

Update the Delinquency Plan Assigned to a PolicyupdatePolicyDelinquencyPlan
PATCH/policy/{tenantLocator}/policies/{locator}/delinquencyPlan

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Security Group:policies
Permission:
write
DelinquencyPlanUpdateRequest

Required properties

PropertyTypeDescription
delinquencyPlanNamestring

Fetch

Fetch a Delinquency

Fetch a DelinquencygetDelinquency
GET/billing/{tenantLocator}/delinquencies/{locator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Security Group:delinquencies
Permission:
read

Fetch Delinquencies for an Account

Fetch Delinquencies for an AccountgetDelinquenciesForAccount
GET/billing/{tenantLocator}/delinquencies/accounts/{accountLocator}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
accountLocatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?No
Security Group:delinquencies
Permissions:
read,list

Fetch Delinquencies for an Invoice

Fetch Delinquencies for an InvoicegetDelinquenciesForInvoice
GET/billing/{tenantLocator}/delinquencies/invoices/{invoiceLocator}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
invoiceLocatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?No
Security Group:delinquencies
Permissions:
read,list

Fetch Delinquencies for a Policy

Fetch Delinquencies for a PolicygetDelinquenciesForPolicy
GET/billing/{tenantLocator}/delinquencies/policies/{policyLocator}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
policyLocatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?No
Security Group:delinquencies
Permissions:
read,list
DelinquencyListResponse

Required properties

PropertyTypeDescription
listCompletedboolean
itemsDelinquencyResponse[]
DelinquencyResponse

Required properties

PropertyTypeDescription
locatorulid
accountLocatorulid
timezonestring
delinquencyStateEnum preGrace | inGrace | lapseTriggered | settled | lapseTransactionCreated
settingsDelinquencySettings
updatedAtdatetime
createdAtdatetime
configuredDelinquencyEventsConfiguredDelinquencyEvent[]

Optional properties

PropertyTypeDescription
graceEndAtdatetime?
graceStartedAtdatetime?
lapseTransactionEffectiveDatedatetime?
referencesDelinquencyReference[]?

The references property will only be populated when fetching an individual delinquency. It will be null when fetching all the delinquencies for an account, policy, etc.

DelinquencyReference

Required properties

PropertyTypeDescription
locatorulid
delinquencyLocatorulid
referenceLocatorulid
referenceTypeEnum policy | invoice

Optional properties

PropertyTypeDescription
transactionLocatorulid?
preemptingLapseTransactionLocatorulid?
DelinquencySettings

Required properties

PropertyTypeDescription
advanceLapseToEnum draft | validated | priced | underwritten | accepted | issued
gracePeriodDaysinteger
lapseTransactionTypestring

Optional properties

PropertyTypeDescription
delinquencyLevelEnum? policy | invoice
ConfiguredDelinquencyEvent

Required properties

PropertyTypeDescription
namestring
offsetBasisEnum gracePeriodStart | gracePeriodEnd
offsetDaysnumber

Delinquency Updates

This endpoint allows changing the trigger dates for an already-active delinquency.

Update Delinquency

Update DelinquencyupdateDelinquency
PATCH/billing/{tenantLocator}/delinquencies/{locator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Security Group:delinquencies
Permission:
write
DelinquencyUpdateRequest

Properties

PropertyTypeDescription
graceEndAtdatetime?

Delinquency Events

Fetch Delinquency Event

Fetch Delinquency EventfetchDelinquencyEvent
GET/billing/{tenantLocator}/delinquencies/events/{delinquencyEventLocator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
delinquencyEventLocatorpathulidYes
Security Group:delinquencies
Permission:
read
DelinquencyEventResponse

Required properties

PropertyTypeDescription
locatorulid
delinquencyLocatorulid
namestring
delinquencyEventStateEnum active | triggered | cancelled
triggerTimedatetime
updatedAtdatetime
updatedByuuid
createdAtdatetime
createdByuuid

Optional properties

PropertyTypeDescription
triggeredAtdatetime?

Fetch Delinquency Events

Fetch Delinquency EventsfetchDelinquencyEvents
GET/billing/{tenantLocator}/delinquencies/{delinquencyLocator}/events/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
delinquencyLocatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
Security Group:delinquencies
Permissions:
read,list
DelinquencyEventsResponse

Required properties

PropertyTypeDescription
accountLocatorulid
delinquencyLocatorulid
listCompletedboolean
itemsDelinquencyEventResponse[]

Update Delinquency Event

Update Delinquency EventupdateDelinquencyEvent
PATCH/billing/{tenantLocator}/delinquencies/events/{delinquencyEventLocator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
delinquencyEventLocatorpathulidYes
Security Group:delinquencies
Permission:
write
DelinquencyEventUpdateRequest

Properties

PropertyTypeDescription
delinquencyEventStateEnum? active | triggered | cancelled
triggerTimedatetime?

See Also

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