Policies API
Endpoint Index
Action | Endpoint |
---|---|
Fetch a Policy | GET /policy/{tenantLocator}/policies/{locator} |
Add Static Data to a Policy | POST /policy/{tenantLocator}/policies/{locator}/static |
Update Static Data on a Policy | PATCH /policy/{tenantLocator}/policies/{locator}/static |
Replace All Static Data on a Policy | PUT /policy/{tenantLocator}/policies/{locator}/static |
Fetch a Policy Snapshot | GET /policy/{tenantLocator}/policies/{locator}/snapshot |
Fetch Multiple Snapshots | GET /policy/{tenantLocator}/policies/snapshot/list |
Update Policy Billing Trigger | PATCH /policy/{tenantLocator}/policies/{locator}/billingTrigger |
Update Billing Level for a Policy | PATCH /policy/{tenantLocator}/policies/{locator}/billingLevel |
Fetch Policies with Number | GET /policy/{tenantLocator}/policies/numbers/{policyNumber} |
Set Policy Number | POST /policy/{tenantLocator}/policies/{locator}/number/set |
Fetch
GET /policy/{tenantLocator}/policies/{locator}
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
Response:PolicyResponse
Security Group:policies  Permission:read
PolicyResponse
¶requiredlocator locatoraccountLocator locatorissuedTransactionLocator locator
The locator of the latest issued transaction for the policy.latestSegmentLocator locator
The last segment on the policy, based on issued transactions onlylatestTermLocator locatorproductName stringstartTime datetime
The start time, based on issued transactions onlyendTime datetime
The end time based on issued transactions only.currency stringdurationBasis Enum years | months | weeks | days | hourstimezone stringbillingLevel Enum account | inherit | policystatic map<string,object>createdAt datetimecreatedBy uuidbillingTrigger Enum accept | issue (deprecated)optionalregion string?autoRenewalPlanName string?delinquencyPlanName string?policyNumber string?validationResult ValidationResult?branchHeadTransactionLocators locator[]?
The locators of all the top-level transactions on the policy, one per branch
GET /policy/{tenantLocator}/accounts/{locator}/policies/list
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
offset | query | int? | optional |
count | query | int? | optional |
includeStaticData | query | boolean? | optional |
extended | query | boolean? | optional |
Response:PolicyListResponse
Security Group:accounts  Permissions:read,list
PolicyListResponse
¶requiredlistCompleted booleanitems PolicyResponse[]
Static Data
Set the static extension data on a policy
POST /policy/{tenantLocator}/policies/{locator}/static
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
Request:map<string,object>
Response:PolicyResponse
Security Group:policies  Permission:write
Updates some of the static data on a policy
PATCH /policy/{tenantLocator}/policies/{locator}/static
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
Request:StaticDataUpdateRequest
Response:PolicyResponse
Security Group:policies  Permission:write
StaticDataUpdateRequest
¶requiredremoveData map<string,object>setData map<string,object>
Replaces all of the static data on a policy
PUT /policy/{tenantLocator}/policies/{locator}/static
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
Request:map<string,object>
Response:PolicyResponse
Security Group:policies  Permission:write
Snapshots
GET /policy/{tenantLocator}/policies/{locator}/snapshot
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
date | query | datetime | required |
byIssuedTime | query | boolean? | optional |
Response:PolicySnapshotResponse
Security Group:policies  Permission:read
This endpoint will be removed in a future release.
GET /policy/{tenantLocator}/policies/snapshot/list
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
offset | query | int? | optional |
count | query | int? | optional |
Response:PolicySnapshotResponse[]
Security Group:policies  Permissions:read,list
PolicySnapshotListResponse
¶requiredlistCompleted booleanitems PolicySnapshotResponse[]
PolicySnapshotResponse
¶requiredlocator locatoraccountLocator locatorregion stringproductName stringcurrency stringtimezone stringtransaction TransactionSnapshotResponsestatic map<string,object>optionaldelinquencyPlanName string?
TransactionSnapshotResponse
¶requiredlocator locatoreffectiveTime datetimeissuedTime datetimepreferences PreferencesResponsesegment SegmentResponsetransactionCategory Enum issuance | change | renewal | cancellation | reinstatement | reversal | aggregatetransactionType string
Billing Triggers
This endpoint will be removed in a future release.
PATCH /policy/{tenantLocator}/policies/{locator}/billingTrigger
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
Request:BillingTriggerUpdateRequest
Response:PolicyResponse
Security Group:policies  Permission:write
This entity will be removed in a future release.
requiredbillingTrigger Enum accept | issue
Billing
PATCH /policy/{tenantLocator}/policies/{locator}/billingLevel
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
Request:UpdateBillingLevelRequest
Response:PolicyResponse
Security Group:policies  Permission:write
UpdateBillingLevelRequest
¶requiredbillingLevel Enum account | inherit | policy
PATCH /policy/{tenantLocator}/policies/{locator}/delinquencyPlan
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
Request:DelinquencyPlanUpdateRequest
Response:PolicyResponse
Security Group:policies  Permission:write
Numbering
GET /policy/{tenantLocator}/policies/numbers/{policyNumber}
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
policyNumber | path | string | required |
Response:PolicyResponse[]
Security Group:policies  Permissions:read,list
POST /policy/{tenantLocator}/policies/{locator}/number/set
Request Parameters:
Name | Position | Type | Required |
---|---|---|---|
tenantLocator | path | uuid | required |
locator | path | locator | required |
policyNumber | query | string | required |
Response:PolicyResponse
Security Group:policies  Permission:write