Socotra
API ReferenceConfiguration and Development API

Jobs API

ActionEndpoint
Fetch Documents Job For TransactionGET/document/{tenantLocator}/documents/transaction/{locator}/jobs/{jobLocator}
Fetch Multiple Documents Jobs For TransactionGET/document/{tenantLocator}/documents/transaction/{locator}/jobs/list
Fetch Documents Job For SegmentGET/document/{tenantLocator}/documents/segment/{locator}/jobs/{jobLocator}
Fetch Multiple Documents Jobs For SegmentGET/document/{tenantLocator}/documents/segment/{locator}/jobs/list
Fetch Documents Job For QuoteGET/document/{tenantLocator}/documents/quote/{locator}/jobs/{jobLocator}
Fetch Multiple Documents Jobs For QuoteGET/document/{tenantLocator}/documents/quote/{locator}/jobs/list
Trigger Timed Out Documents Job For TransactionPOST/document/{tenantLocator}/documents/transaction/{locator}/trigger
Trigger Timed Out Documents Job For SegmentPOST/document/{tenantLocator}/documents/segment/{locator}/trigger
Trigger Timed Out Documents Job For QuotePOST/document/{tenantLocator}/documents/quote/{locator}/trigger
Trigger Failed Document Job For TransactionPOST/document/{tenantLocator}/documents/transaction/{locator}/jobs/{jobLocator}/trigger
Trigger Failed Document Job For SegmentPOST/document/{tenantLocator}/documents/segment/{locator}/jobs/{jobLocator}/trigger
Trigger Failed Document Job For QuotePOST/document/{tenantLocator}/documents/quote/{locator}/jobs/{jobLocator}/trigger
Trigger Failed Document Job For InvoicePOST/document/{tenantLocator}/documents/invoices/{locator}/jobs/{jobLocator}/trigger
Fetch Installments Jobs for QuotesGET/billing/{tenantLocator}/jobs/installments/quotes/{locator}/list
Fetch Installments Jobs for Policy TransactionsGET/billing/{tenantLocator}/jobs/installments/transactions/{locator}/list
Retry Failed TransactionsPOST/billing/{tenantLocator}/retryJobs/{policyLocator}/retryFailedTransactions
Fetch Invoice Jobs for AccountsGET/billing/{tenantLocator}/jobs/invoicing/accounts/{locator}/list
Fetch Invoice JobGET/billing/{tenantLocator}/jobs/invoicing/{jobLocator}
Fetch Invoice Job Data For AccountGET/billing/{tenantLocator}/jobs/invoices/accounts/{locator}/list
Fetch Invoice Lifecycle Job DataGET/billing/{tenantLocator}/jobs/invoicesLifecycle/{locator}
Fetch Delinquency Grace JobGET/billing/{tenantLocator}/jobs/delinquencies/{delinquencyLocator}/list
Fetch Create Delinquencies Job Data For InvoiceGET/billing/{tenantLocator}/jobs/delinquencies/invoices/{invoiceLocator}/list
Fetch Delinquency Event JobsGET/billing/{tenantLocator}/jobs/delinquencies/{delinquencyLocator}/events/list
Fetch Anonymization JobsGET/compliance/{tenantLocator}/jobs
List Deserialize Schedule Items JobsGET/policy/{tenantLocator}/deserializeJobs/{jobType}/list
Fetch Deserialize Schedule Items JobGET/policy/{tenantLocator}/deserializeJobs/{locator}
Terminate Deserialization JobPATCH/policy/{tenantLocator}/deserializeJobs/{locator}/terminate
Restart Deserialization JobPATCH/policy/{tenantLocator}/deserializeJobs/{locator}/restart

Documents Jobs

Fetch Documents Job For Transaction

Fetch Documents Job For TransactionfetchDocumentsJobForTransaction
GET/document/{tenantLocator}/documents/transaction/{locator}/jobs/{jobLocator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
jobLocatorpathulidYes
Response:DocumentsJob
Security Group:documents
Permission:
read

Fetch Multiple Documents Jobs For Transaction

Fetch Multiple Documents Jobs For TransactionfetchMultipleDocumentsJobsForTransaction
GET/document/{tenantLocator}/documents/transaction/{locator}/jobs/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?NoWhen false, returns a bare array.
Security Group:documents
Permission:
read

Fetch Documents Job For Segment

Fetch Documents Job For SegmentfetchDocumentsJobForSegment
GET/document/{tenantLocator}/documents/segment/{locator}/jobs/{jobLocator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
jobLocatorpathulidYes
Response:DocumentsJob
Security Group:documents
Permission:
read

Fetch Multiple Documents Jobs For Segment

Fetch Multiple Documents Jobs For SegmentfetchMultipleDocumentsJobsForSegment
GET/document/{tenantLocator}/documents/segment/{locator}/jobs/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?NoWhen false, returns a bare array.
Security Group:documents
Permission:
read

Fetch Documents Job For Quote

Fetch Documents Job For QuotefetchDocumentsJobForQuote
GET/document/{tenantLocator}/documents/quote/{locator}/jobs/{jobLocator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
jobLocatorpathulidYes
Response:DocumentsJob
Security Group:documents
Permission:
read

Fetch Multiple Documents Jobs For Quote

Fetch Multiple Documents Jobs For QuotefetchMultipleDocumentsJobsForQuote
GET/document/{tenantLocator}/documents/quote/{locator}/jobs/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?NoWhen false, returns a bare array.
Security Group:documents
Permission:
read
DocumentJobListResponse

Required properties

PropertyTypeDescription
listCompletedboolean
itemsDocumentsJobSummary[]
DocumentsJob

Required properties

PropertyTypeDescription
locatorulid
transactionLocatorulid
segmentLocatorulid
referenceLocatorulid
completedAtdatetime
documentTriggerEnum validated | priced | accepted | underwritten | issued | generated
isConsolidationboolean
processingErrorsstring
referenceTypeEnum quote | policy | invoice | transaction | segment | term
statusEnum running | finished | failed
createdAtdatetime
createdByuuid
childrenJobsulid[]
documentsDocumentJobInfo[]
DocumentJobInfo

Required properties

PropertyTypeDescription
locatorulid
staticNamestring
namestring
documentInstanceStatestring
processingErrorsstring
statestringDeprecated
DocumentsJobSummary

Required properties

PropertyTypeDescription
locatorulid
referenceTypeEnum quote | policy | invoice | transaction | segment | term
statusEnum running | finished | failed
createdAtdatetime

The /list endpoints above will return an empty array if the entity does not exist for the given locator. An HTTP 404 error will not be generated.

Retrigger Jobs

Trigger Timed Out Documents Job For Transaction

Trigger Timed Out Documents Job For TransactiontriggerTimedOutDocumentsJobForTransaction
POST/document/{tenantLocator}/documents/transaction/{locator}/trigger

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Security Group:documents
Permission:
trigger

Trigger Timed Out Documents Job For Segment

Trigger Timed Out Documents Job For SegmenttriggerTimedOutDocumentsJobForSegment
POST/document/{tenantLocator}/documents/segment/{locator}/trigger

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Security Group:documents
Permission:
trigger

Trigger Timed Out Documents Job For Quote

Trigger Timed Out Documents Job For QuotetriggerTimedOutDocumentsJobForQuote
POST/document/{tenantLocator}/documents/quote/{locator}/trigger

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Security Group:documents
Permission:
trigger

Trigger Failed Document Job For Transaction

Trigger Failed Document Job For TransactiontriggerFailedDocumentJobForTransaction
POST/document/{tenantLocator}/documents/transaction/{locator}/jobs/{jobLocator}/trigger

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
jobLocatorpathulidYes
Security Group:documents
Permission:
trigger

Trigger Failed Document Job For Segment

Trigger Failed Document Job For SegmenttriggerFailedDocumentJobForSegment
POST/document/{tenantLocator}/documents/segment/{locator}/jobs/{jobLocator}/trigger

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
jobLocatorpathulidYes
Security Group:documents
Permission:
trigger

Trigger Failed Document Job For Quote

Trigger Failed Document Job For QuotetriggerFailedDocumentJobForQuote
POST/document/{tenantLocator}/documents/quote/{locator}/jobs/{jobLocator}/trigger

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
jobLocatorpathulidYes
Security Group:documents
Permission:
trigger

Trigger Failed Document Job For Invoice

Trigger Failed Document Job For InvoicetriggerFailedDocumentJobForInvoice
POST/document/{tenantLocator}/documents/invoices/{locator}/jobs/{jobLocator}/trigger

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
jobLocatorpathulidYes
Security Group:documents
Permission:
trigger

Installment Jobs

Fetch Installments Jobs for Quotes

Fetch Installments Jobs for QuotesfetchInstallmentsJobDataForQuotesDeprecated
GET/billing/{tenantLocator}/jobs/installments/quotes/{locator}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?No
Security Group:jobs
Permissions:
read,list

Fetch Installments Jobs for Policy Transactions

Fetch Installments Jobs for Policy TransactionsfetchInstallmentsJobDataForTransactions
GET/billing/{tenantLocator}/jobs/installments/transactions/{locator}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?No
Security Group:jobs
Permissions:
read,list

Retry Failed Transactions

Retry Failed TransactionsretryFailedTransactions
POST/billing/{tenantLocator}/retryJobs/{policyLocator}/retryFailedTransactions

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
policyLocatorpathulidYes
Security Group:retry-jobs
Permission:
write
InstallmentJobDataListResponse

Required properties

PropertyTypeDescription
listCompletedboolean
itemsInstallmentJobData[]
InstallmentJobData

Required properties

PropertyTypeDescription
locatorulid
latticeLocatorulid
referenceLocatorulid
completedAtdatetime
installmentLocatorsstring
jobStatusEnum queued | finished | failed | running
processingErrorsstring
createdAtdatetime
ListPageResponseInstallmentJobData

Required properties

PropertyTypeDescription
listCompletedboolean
itemsInstallmentJobData[]

Invoice Jobs

Normal Invoicing

Fetch Invoice Jobs for Accounts

Fetch Invoice Jobs for AccountsfetchInvoicingJobsForAccount
GET/billing/{tenantLocator}/jobs/invoicing/accounts/{locator}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
Security Group:jobs
Permissions:
read,list
ListPageResponseInvoicingJobData

Required properties

PropertyTypeDescription
listCompletedboolean
itemsInvoicingJobData[]

Fetch Invoice Job

Fetch Invoice JobfetchInvoicingJob
GET/billing/{tenantLocator}/jobs/invoicing/{jobLocator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
jobLocatorpathulidYes
Security Group:jobs
Permission:
read
InvoicingJobData

Required properties

PropertyTypeDescription
locatorulid
accountLocatorulid
invoicingDataoneOf<EarlyInvoicingGenerationData,ImmediateInvoicingData>
jobStatusEnum queued | finished | failed | running
createdAtdatetime
invoiceLocatorsulid[]

Optional properties

PropertyTypeDescription
completedAtdatetime?
processingErrorsstring?
ImmediateInvoicingData

Required properties

PropertyTypeDescription
accountLocatorulid
currenciesstring[]

Fetch Invoice Job Data For Account

Fetch Invoice Job Data For AccountfetchInvoiceJobDataForAccount
GET/billing/{tenantLocator}/jobs/invoices/accounts/{locator}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?No
Security Group:jobs
Permissions:
read,list
InvoiceGenerationJobListResponse

Required properties

PropertyTypeDescription
listCompletedboolean
itemsInvoiceGenerationJob[]
InvoiceGenerationJob

Required properties

PropertyTypeDescription
locatorulid
invoiceGenerationScheduleLocatorulid
generateTimedatetime
completedAtdatetime
jobStatusEnum queued | finished | failed | running
processingErrorsstring
createdAtdatetime
createdByuuid
invoiceGenerationInstancesInvoiceGenerationInstance[]
InvoiceGenerationInstance

Required properties

PropertyTypeDescription
locatorulid
invoiceGenerationJobLocatorulid
invoiceLocatorulid
generateTimedatetime
completedAtdatetime
jobStatusEnum queued | finished | failed | running
processingErrorsstring
createdAtdatetime
createdByuuid

Fetch Invoice Lifecycle Job Data

Fetch Invoice Lifecycle Job DatafetchInvoiceLifecycleJobData
GET/billing/{tenantLocator}/jobs/invoicesLifecycle/{locator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Security Group:jobs
Permission:
read
WorkflowContextInvoiceLifecycleJobData

Required properties

PropertyTypeDescription
workflowJobLocatorulid
contextDataInvoiceLifecycleJobData
workflowTypeEnum LATTICE_AND_INSTALLMENTS_GENERATION | INVOICE_GENERATION | INVOICE_LIFECYCLE | PAYMENT_EXECUTION | DELINQUENCY_MORATORIUM_EXECUTION
createdAtdatetime

Optional properties

PropertyTypeDescription
completedAtdatetime?
InvoiceLifecycleJobData

Required properties

PropertyTypeDescription
invoiceLocatorulid
resultsInvoiceLifecycleResult[]
triggersInvoiceLifecycleTrigger[]
triggersHistoryInvoiceLifecycleTriggerUpdate[]

Optional properties

PropertyTypeDescription
processingErrorsstring?
InvoiceLifecycleTriggerUpdate

Required properties

PropertyTypeDescription
commentstring
newTriggerTimedatetime
oldTriggerTimedatetime
triggerTypeEnum autopay | due
InvoiceLifecycleTrigger

Required properties

PropertyTypeDescription
triggerTimedatetime
triggerTypeEnum autopay | due
InvoiceLifecycleResult

Required properties

PropertyTypeDescription
resultLocatorulid
resultTypeEnum autopay | due

Early Invoicing

EarlyInvoicingGenerationData

Required properties

PropertyTypeDescription
accountLocatorulid
installmentsToBeInvoicedulid[]

Optional properties

PropertyTypeDescription
timezonestring?
invoiceDueTimedatetime?
invoiceThroughTimedatetime?

Delinquency Jobs

Fetch Delinquency Grace Job

Fetch Delinquency Grace JobfetchDelinquencyGraceJob
GET/billing/{tenantLocator}/jobs/delinquencies/{delinquencyLocator}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
delinquencyLocatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
extendedqueryboolean?No
Security Group:jobs
Permissions:
read,list
GraceJobDataListResponse

Required properties

PropertyTypeDescription
listCompletedboolean
itemsGraceJobData[]
GraceJobData

Required properties

PropertyTypeDescription
locatorulid
delinquencyLocatorulid
jobStatusEnum queued | finished | failed | running
updatedAtdatetime
createdAtdatetime

Optional properties

PropertyTypeDescription
outcomestring?
processingErrorsstring?

Fetch Create Delinquencies Job Data For Invoice

Fetch Create Delinquencies Job Data For InvoicefetchCreateDelinquenciesJobDataForInvoice
GET/billing/{tenantLocator}/jobs/delinquencies/invoices/{invoiceLocator}/list

Parameters

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

Required properties

PropertyTypeDescription
listCompletedboolean
itemsDelinquencyCreateJobData[]
DelinquencyCreateJobData

Required properties

PropertyTypeDescription
locatorulid
invoiceLocatorulid
dueTimedatetime
jobStatusEnum queued | finished | failed | running
updatedAtdatetime
createdAtdatetime
delinquencyLocatorsulid[]

Optional properties

PropertyTypeDescription
processingErrorsstring?

Fetch Delinquency Event Jobs

Fetch Delinquency Event JobsfetchDelinquencyEventJobs
GET/billing/{tenantLocator}/jobs/delinquencies/{delinquencyLocator}/events/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
delinquencyLocatorpathulidYes
offsetqueryinteger?No
countqueryinteger?No
Security Group:jobs
Permissions:
read,list
DelinquencyEventJobDataListResponse

Required properties

PropertyTypeDescription
listCompletedboolean
itemsDelinquencyEventJobData[]
DelinquencyEventJobData

Required properties

PropertyTypeDescription
locatorulid
delinquencyEventLocatorulid
delinquencyLocatorulid
jobStatusEnum queued | finished | failed | running
triggerTimedatetime
updatedAtdatetime
createdAtdatetime
updatedDelinquencyEventLocatorsulid[]

Optional properties

PropertyTypeDescription
rescheduledByLocatorulid?
cancellationTypeEnum? cancellationRequested | rescheduled | tenantRetired | delinquencySettled | delinquencyHeld
cancelledboolean?
processingErrorsstring?

Anonymization Jobs

Fetch Anonymization Jobs

Fetch Anonymization JobsfetchAnonymizationJobs
GET/compliance/{tenantLocator}/jobs

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
requestqueryFetchAnonymizationJobsRequestYes
Security Group:compliance
Permission:
read
FetchAnonymizationJobsRequest

Required properties

PropertyTypeDescription
jobLocatorsulid[]
AnonymizationJobResponse

Required properties

PropertyTypeDescription
jobLocatorulid
jobDetailsAnonymizationJobDetails
jobStatusEnum initialized | running | suspended | completed
referenceTypeEnum none | account | quickQuote | quote | policy | contact | fnol | payment | disbursement
updatedAtdatetime
assignedReferenceLocatorsulid[]

Optional properties

PropertyTypeDescription
parentJobLocatorulid?
processingErrorsstring?
createdByuuid?
anonymizedReferenceLocatorsulid[]?
AnonymizationJobDetails

Required properties

PropertyTypeDescription
assignedReferenceLocatorsulid[]

Optional properties

PropertyTypeDescription
includeAcceptedQuotesboolean?
problematicReferenceLocatorsProblematicReferenceLocators?
policyStatusesEnum[]? pending | expired | cancelled | cancelPending | onRisk | delinquent | doNotRenew
ProblematicReferenceLocators

Required properties

PropertyTypeDescription
assignedulid[]
childrenulid[]
failedulid[]

Deserialization Jobs

List Deserialize Schedule Items Jobs

List Deserialize Schedule Items JobslistDeserializeScheduleItemsJobs
GET/policy/{tenantLocator}/deserializeJobs/{jobType}/list

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
jobTypepathstringYes
offsetqueryinteger?No
countqueryinteger?No
statequerystring[]?No
Security Group:deserializeJobs
Permissions:
read,list
ListPageResponseDeserializationJob

Required properties

PropertyTypeDescription
listCompletedboolean
itemsDeserializationJob[]
DeserializationJob

Required properties

PropertyTypeDescription
locatorulid
jobStateEnum initialized | running | interrupted | failed | completed | terminated
jobTypeEnum scheduleItems
metadataDeserializationRequestMetadata
retryCountinteger
updatedAtdatetime
createdAtdatetime
createdByuuid

Optional properties

PropertyTypeDescription
processingErrorsstring?
DeserializationRequestMetadata

Required properties

PropertyTypeDescription
referenceLocatorulid
staticElementLocatorulid
fileNamestring
fileSizeinteger
referenceTypestring
paramsmap<string, string>

Fetch Deserialize Schedule Items Job

Fetch Deserialize Schedule Items JobfetchDeserializeScheduleItemsJob
GET/policy/{tenantLocator}/deserializeJobs/{locator}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Security Group:deserializeJobs
Permission:
read

Terminate Deserialization Job

Terminate Deserialization JobterminateDeserializationJob
PATCH/policy/{tenantLocator}/deserializeJobs/{locator}/terminate

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Response:void
Security Group:deserializeJobs
Permission:
write

Restart Deserialization Job

Restart Deserialization JobrestartDeserializationJob
PATCH/policy/{tenantLocator}/deserializeJobs/{locator}/restart

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Response:void
Security Group:deserializeJobs
Permission:
write

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