Configuration Deployments API

Endpoint Index

ActionEndpoint
Download the Current ConfigurationGET /config/{tenantLocator}/deployments/download
Download the Configuration for a VersionGET /config/{tenantLocator}/deployments/download/{version}
Fetch the Latest Configuration DefinitionGET /config/{tenantLocator}/deployments/datamodel
Fetch the Configuration Definition for a VersionGET /config/{tenantLocator}/deployments/datamodel/{version}
Get Configuration MetadataGET /config/{tenantLocator}/deployments
Redeploy a ConfigurationPOST /config/{tenantLocator}/deployments/deploy
Get a Configuration Payload DifferenceGET /config/{tenantLocator}/deployments/diff
Validate a Configuration PayloadPOST /config/validateConfig
Validate a Configuration ZIP PayloadPOST /config/{tenantLocator}/deployments/validate
Format ConfigPOST /config/formatConfig

Tenant Creation

Create a Tenant
createTenant
POST /config/createTenant
    Request Parameters:
    NamePositionTypeRequired
    namequerystring?optional
    descriptionquerystring?optional
    Request with application/zip:ConfigurationRef
    Request with multipart/form-data:ConfigurationRef
    Response:TenantDeploymentResult
    Security Group:tenants   Permission:create-tenant
TenantDeploymentResult
required
locator uuid
name string
bootstrapResult BootstrapResult
deploymentResult ConfigBuilderResult

Fetch

Download the Current Configuration
downloadCurrentConfiguration
GET /config/{tenantLocator}/deployments/download
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    Response:StreamingResponseBody<ZipFile>
    Security Group:deployments   Permission:deploy
Download the Configuration for a Version
downloadConfigurationVersion
GET /config/{tenantLocator}/deployments/download/{version}
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    versionpathstringrequired
    Response:StreamingResponseBody<ZipFile>
    Security Group:deployments   Permission:deploy
Fetch the Latest Configuration Definition
fetchConfigDefinition
GET /config/{tenantLocator}/deployments/datamodel
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    resolvequeryboolean?optional
    Response:ConfigurationRef
    Security Group:deployments   Permissions:deploy,datamodel
Fetch the Configuration Definition for a Version
fetchConfigDefinitionForAVersion
GET /config/{tenantLocator}/deployments/datamodel/{version}
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    versionpathstringrequired
    resolvequeryboolean?optional
    Response:ConfigurationRef
    Security Group:deployments   Permissions:deploy,datamodel
Get Configuration Metadata
getDeployedConfigMetadata
GET /config/{tenantLocator}/deployments
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    Response:DeployedConfigMetadata
    Security Group:deployments   Permission:read
DeployedConfigMetadata
required
metadata DeploymentMetadata
pluginVersionStatus map<string,map<string,string>>

Redeployment

Redeploy a Configuration
deployConfigZip
POST /config/{tenantLocator}/deployments/deploy
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    overwritequeryboolean?optional
    Request with application/zip:ConfigurationRef
    Request with multipart/form-data:ConfigurationRef
    Response:TenantDeploymentResult
    Security Group:deployments   Permission:deploy
Get a Configuration Payload Difference
getPartialDeployDifference
GET /config/{tenantLocator}/deployments/diff
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    configqueryConfigurationRefrequired
    Response:map<string,MapDifferenceObject>
    Security Group:deployments   Permission:deploy
MapDifferenceObject
required
added map<string,object>
modified map<string,object>
removed map<string,object>

Validation

Validate a Configuration Payload
validateConfig
POST /config/validateConfig
    Request with application/zip:ConfigurationRef
    Request with multipart/form-data:ConfigurationRef
    Response:StreamingResponseBody<ZipFile>
    Security Group:tenants   Permissions:create-tenant,validate-config
Validate a Configuration ZIP Payload
validateConfigZip
POST /config/{tenantLocator}/deployments/validate
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    Request with application/zip:ConfigurationRef
    Request with multipart/form-data:ConfigurationRef
    Response:StreamingResponseBody<ZipFile>
    Security Group:deployments   Permission:deploy

Utility

Format Config
formatConfig
Converts a configuration's property casing to match requirements
POST /config/formatConfig
    Request with application/zip:ConfigurationRef
    Request with multipart/form-data:ConfigurationRef
    Response:StreamingResponseBody<ZipFile>
    Security Group:tenants   Permissions:create-tenant,validate-config

Configuration Entities

ConfigurationRef
required
defaultDisbursementNumberingPlanName string
defaultPaymentNumberingPlanName string
bootstrap BootstrapRef
dataAccessControl DataAccessControlRef
defaultAutoRenewalPlan string
defaultAuxDataSettings string
defaultBackdatedInstallmentsBilling Enum immediate | deferDueDate
defaultCurrency string
defaultDelinquencyPlan string
defaultDurationBasis Enum years | months | weeks | days | hours
defaultExcessCreditPlan string
defaultInstallmentPlan string
defaultInvoiceDocument string
defaultInvoicingPlan string
defaultScheduleUploadErrorsLimit int
defaultSearchable boolean
defaultShortfallTolerancePlan string
defaultTermDuration number
defaultTimeZone string
enableEntityAnonymization boolean
enableSerialInvoiceNumbering boolean
workManagement WorkManagementRef
accounts map<string,AccountRef>
autoRenewalPlans map<string,AutoRenewalPlanRef>
auxDataSettings map<string,AuxDataSettingsRef>
charges map<string,ChargeRef>
claims map<string,ClaimRef>
consolidatedDocuments map<string,ConsolidatedDocumentConfigRef>
constraintTables map<string,ConstraintTableRef>
contactRoles string[]
contacts map<string,ContactRef>
coverages map<string,ElementRef>
coverageTerms map<string,CoverageTermRef>
customEvents map<string,CustomEventRef>
customFonts string[]
dataTypes map<string,DataTypeRef>
delinquencyPlans map<string,DelinquencyPlanRef>
disbursements map<string,DisbursementRef>
documents map<string,DocumentConfigRef>
excessCreditPlans map<string,ExcessCreditPlanRef>
exposureGroups map<string,ElementRef>
exposures map<string,ElementRef>
fnol map<string,FnolRef>
installmentPlans map<string,InstallmentPlanRef>
invoicingPlans map<string,InvoicingPlanRef>
lossCategories string[]
losses map<string,LossRef>
numberingPlans map<string,NumberingPlanRef>
policyLines map<string,ElementRef>
products map<string,ProductRef>
regions map<string,RegionRef>
reversalTypes map<string,ReversalTypeRef>
schedules map<string,ScheduleRef>
secrets map<string,SecretRef>
shortfallTolerancePlans map<string,ShortfallTolerancePlanRef>
tables map<string,TableRef>
templateSnippets map<string,TemplateSnippetConfigRef>
transactionTypes map<string,TransactionTypeRef>
defaultAnchorMode Enum generateDay | termStartDay | dueDay (deprecated)
defaultBillingLevel Enum account | inherit | policy (deprecated)
defaultBillingPlan string (deprecated)
defaultDueLeadDays int (deprecated)
defaultGenerateLeadDays int (deprecated)
defaultLapseType string (deprecated)
billingPlans map<string,BillingPlanRef> (deprecated)

optional
payments map<string,PaymentRef>?
defaultBillingTrigger Enum? accept | issue (deprecated)
defaultRegion string? (deprecated)
BootstrapRef
required
resources ResourcesRef
ResourcesRef
required
resourceGroups map<string,ResourceGroupRef>
resourceInstances map<string,ResourceInstanceRef>
ResourceInstanceRef
required
staticName string
ResourceGroupRef
required
selectionStartTime datetime
resourceNames string[]
ConfigBuilderResult
required
isSuccess boolean
metadata DeploymentMetadata
errors string[]
BootstrapResult
required
error string
status Enum queued | failed
DeploymentMetadata
required
latestVersion string
version1 string
version2 string
plugins map<string,map<string,string>>
TransactionTypeRef
required
category Enum issuance | change | renewal | cancellation | reinstatement | reversal | aggregate
costBearing boolean
AccountRef
required
abstract boolean
defaultInvoiceDocument string
defaultSearchable boolean
extend string
invoiceNumberingPlan string
numberingPlan string
numberingTrigger Enum creation | validation
data map<string,PropertyRef>
contacts map<string,string[]>

optional
displayName string?
ProductRef
required
abstract boolean
defaultBillingTrigger Enum accept | issue
defaultDurationBasis Enum years | months | weeks | days | hours
defaultInstallmentPlan string
defaultSearchable boolean
defaultTermDuration number
extend string
numberingTrigger Enum creation | validation
data map<string,PropertyRef>
charges string[]
contacts map<string,string[]>
contents string[]
coverageTerms string[]
documents string[]
eligibleAccountTypes string[]
staticData map<string,PropertyRef>
defaultBillingPlan string (deprecated)
pluralType string (deprecated)

optional
displayName string?
availability AvailabilityRef?
defaultAutoRenewalPlan string?
defaultDelinquencyPlan string?
defaultShortfallTolerancePlan string?
numberingPlan string?
numberingString string?
withPrecommitReapplication boolean?
ElementRef
required
abstract boolean
defaultSearchable boolean
extend string
charges string[]
contents string[]
pluralType string (deprecated)

optional
displayName string?
availability AvailabilityRef?
schedule string?
data map<string,PropertyRef>?
coverageTerms string[]?
CoverageTermRef
required
type Enum splitLimit | deductible | limit
value PropertyRef
options map<string,CoverageTermOptionRef>

optional
displayName string?
availability AvailabilityRef?
CoverageTermOptionRef
required
value number

optional
displayName string?
tag string?
FnolRef
required
abstract boolean
defaultSearchable boolean
extend string
numberingPlan string
data map<string,PropertyRef>
contacts map<string,string[]>
lossTypes string[]
WorkManagementRef
required
qualifications map<string,string[]>
tasks map<string,map<string,TaskTypeRef>>
userAssociationRoles map<string,UserAssociationRoleRef>
TaskTypeRef
required
blocksUnderwriting boolean
defaultDeadlineDays number

optional
numberingPlan string?
numberingString string?
UserAssociationRoleRef
required
exclusive boolean
appliesTo Enum[] account | quickQuote | quote | policy | transaction | invoice
qualification map<string,string>
DataTypeRef
required
abstract boolean
defaultSearchable boolean
extend string
data map<string,PropertyRef>

optional
displayName string?
AvailabilityRef
Specifies availability. At least one of availableAfter, retireAfter, retire, removeOnRenewalAfter, or removeOnRenewal must be set.
required
availabilityTimeBasis Enum policyStartTime | termStartTime
default: TermStartTime
availableAfter datetime
removeOnRenewal boolean
default: false
removeOnRenewalAfter datetime
retire boolean
default: false
retireAfter datetime
retirementTimeBasis Enum policyStartTime | termStartTime
default: TermStartTime
PropertyRef
required
constraint PropertyConstraint
defaultValue string
max string
maxLength int
min string
minLength int
precision int
regex string
restrictedData RestrictedDataRef
roundingMode Enum ceiling | down | floor | halfDown | halfEven | halfUp | up
scope string
searchable boolean
type string
options string[]
tag string[]

optional
displayName string?
availability AvailabilityRef?
PropertyConstraint
required
column string
table string
where map<string,ConditionValueRef>
ConditionValueRef
required
key string
values string[]
RestrictedDataRef
required
anonymizable boolean
maskingLevel Enum level1 | level2 | none
value Values
Values
required
date string
datetime datetime
decimal number
guid string
int int
long int
string string
ChargeRef
required
category Enum cededPremium | commission | credit | fee | flatCededPremium | flatCommission | flatFee | flatPremium | flatTax | invoiceFee | none | nonFinancial | premium | surcharge | tax
handling Enum flat | normal
invoicing Enum immediate | next | scheduled

optional
displayName string? (deprecated)
BillingPlanRef
required
billingLevel Enum account | inherit | policy
billingTrigger Enum accept | issue (deprecated)

optional
displayName string?
DelinquencyPlanRef
required
gracePeriodDays int
events map<string,DelinquencyEventConfiguration>

optional
displayName string?
advanceLapseTo Enum? draft | validated | priced | underwritten | accepted | issued
delinquencyLevel Enum? policy | invoice
lapseTransactionType string?
DelinquencyEventConfiguration
required
offsetBasis Enum delinquencyCreation | gracePeriodStart | gracePeriodEnd
offsetDays number
InstallmentPlanRef
required
anchorMode Enum generateDay | termStartDay | dueDay
autopayLeadDays number
cadence Enum none | fullPay | weekly | everyOtherWeek | monthly | quarterly | semiannually | annually | thirtyDays | everyNDays
dueLeadDays int
generateLeadDays int
maxInstallmentsPerTerm int
installmentWeights number[]

optional
displayName string?
InvoicingPlanRef
required
displayName string
invoiceFeeHandling Enum max | min | sum | waive
invoiceFeeAmounts map<string,number>
AutoRenewalPlanRef
required
generateAutoRenewals boolean

optional
newTermDuration int?
renewalAcceptLeadDays int?
renewalCreateLeadDays int?
renewalIssueLeadDays int?
renewalTransactionType string?
PaymentRef
required
abstract boolean
defaultSearchable boolean
extend string
numberingPlan string
numberingTrigger Enum creation | validation

optional
displayName string?
data map<string,PropertyRef>?
DisbursementRef
required
abstract boolean
extend string
numberingPlan string
numberingTrigger Enum creation | validation
data map<string,PropertyRef>

optional
displayName string?
ReversalTypeRef
required
creditType Enum any | creditDistribution | payment
ShortfallTolerancePlanRef
required
currencyTolerances map<string,number>
ExcessCreditPlanRef
required
disburseExcess boolean
Set to true to enable excess funds handling for the plan.
disbursementType string
The type of the disbursement to be automatically created.
excludeDebits Enum none | pastDueInvoices | allInvoices | invoicesAndUnbilledInstallments
Which pending debits should be considered for determining how much of the credit to retain
disbursementThresholds map<string,number>
NumberingPlanRef
required
copyFromQuote boolean
format string
initialCoreNumber string
initialQuoteCoreNumber string
quoteNumberFormat string
termNumberFormat string

optional
displayName string?
productScope string?
RegionRef
optional
displayName string?
numberingString string?
TemplateSnippetConfigRef
required
displayName string
selectionTimeBasis Enum policyStartTime | termStartTime | transactionEffectiveTime | currentTime
ScheduleRef
required
displayName string
abstract boolean
extend string
resetOnRenewal boolean
data map<string,PropertyRef>
LossRef
required
abstract boolean
category string
extend string
data map<string,PropertyRef>
coverageTypes string[]
ClaimRef
required
abstract boolean
claimCategory string
extend string
TableRef
required
selectionTimeBasis Enum policyStartTime | termStartTime | transactionEffectiveTime | currentTime
columns map<string,ColumnRef>
ColumnRef
required
dataType string
isKey boolean
ConstraintTableRef
required
selectionTimeBasis Enum policyStartTime | termStartTime | transactionEffectiveTime | currentTime
columns map<string,ConstraintColumnRef>
ConstraintColumnRef
required
dataType string
makeDistinct boolean
DocumentConfigRef
required
format Enum text | html | pdf | jpg | jpeg | doc | docx | xls | xlsx | csv | txt | zip
rendering Enum dynamic | prerendered
scope Enum transaction | policy | term | segment | invoice
selectionTimeBasis Enum policyStartTime | termStartTime | transactionEffectiveTime | currentTime
trigger Enum validated | priced | accepted | underwritten | issued | generated
customFonts string[]
templateSnippets string[]

optional
displayName string?
margin DocumentMarginRef?
pageSize Enum? letter | legal | A3 | A4 | A5 | B4 | B5
portrait boolean?

The rendering property is set to dynamic for documents that are generated with a template and prerendered for documents that are uploaded and used as they are, such as for pre-rendered PDF documents.

DocumentMarginRef
optional
bottom number?
left number?
right number?
top number?

The bottom, left, right and top properties represent the size of the margin in millimeters.

ConsolidatedDocumentConfigRef
required
displayName string
leadingDocumentTemplate string
pageNumbering ConsolidatedPageNumberingRef
consolidatedDocuments string[]
ConsolidatedPageNumberingRef
required
enableNumbering boolean
leadingDocumentPages boolean
xPosition int
yPosition int
CustomEventRef
required
type string
SecretRef
required
items map<string,PrimitivePropertyRef>
PrimitivePropertyRef
required
dataType string
AuxDataSettingsRef
required
expirationPeriod int

optional
displayName string?
DataAccessControlRef
required
account DataAccessControlFieldRef
dataMasking boolean
enabled boolean
policy DataAccessControlFieldRef
DataAccessControlFieldRef
required
fields string[]
ContactRef
optional
abstract boolean?
defaultSearchable boolean?
extend string?
data map<string,PropertyRef>?