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

Fetch a Policy

¶

fetchPolicy

GET /policy/{tenantLocator}/policies/{locator}

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required

Response:PolicyResponse

Security Group:policies Permission:read

PolicyResponse

¶

required
locator string
accountLocator string
issuedTransactionLocator string
The locator of the latest issued transaction for the policy.
latestSegmentLocator string
The last segment on the policy, based on issued transactions only
latestTermLocator string
productName string
startTime datetime
The start time, based on issued transactions only
endTime datetime
The end time based on issued transactions only.
currency string
durationBasis Enum years | months | weeks | days | hours
timezone string
billingLevel Enum account | inherit | policy
static map<string,object>
createdAt datetime
createdBy uuid
billingTrigger Enum accept | issue (deprecated)

optional
region string?
autoRenewalPlanName string?
delinquencyPlanName string?
policyNumber string?
validationResult ValidationResult?
branchHeadTransactionLocators string[]?
The locators of all the top-level transactions on the policy, one per branch

Fetch all Policies for an Account

¶

fetchPoliciesForAccount

GET /policy/{tenantLocator}/accounts/{locator}/policies/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	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

¶

required
listCompleted boolean
items PolicyResponse[]

Static Data

Add Static Data to a Policy

¶

addStaticDataForPolicy

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	string	required

Request:map<string,object>

Response:PolicyResponse

Security Group:policies Permission:write

Update Static Data on a Policy

¶

updateStaticDataForPolicy

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	string	required

Request:StaticDataUpdateRequest

Response:PolicyResponse

Security Group:policies Permission:write

StaticDataUpdateRequest

¶

required
removeData map<string,object>
setData map<string,object>

Replace All Static Data on a Policy

¶

replaceAllStaticDataForPolicy

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	string	required

Request:map<string,object>

Response:PolicyResponse

Security Group:policies Permission:write

Snapshots

Fetch a Policy Snapshot

¶

fetchPolicySnapshot

GET /policy/{tenantLocator}/policies/{locator}/snapshot

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required
date	query	datetime	required
byIssuedTime	query	boolean?	optional

Response:PolicySnapshotResponse

Security Group:policies Permission:read

Fetch Multiple Snapshots

¶

Deprecated

fetchMultipleSnapshots

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

¶

required
listCompleted boolean
items PolicySnapshotResponse[]

PolicySnapshotResponse

¶

required
locator string
accountLocator string
region string
productName string
currency string
timezone string
transaction TransactionSnapshotResponse
static map<string,object>

optional
delinquencyPlanName string?

TransactionSnapshotResponse

¶

required
locator string
effectiveTime datetime
issuedTime datetime
preferences PreferencesResponse
segment SegmentResponse
transactionCategory Enum issuance | change | renewal | cancellation | reinstatement | reversal | aggregate
transactionType string

Billing Triggers

Update Policy Billing Trigger

¶

Deprecated

updatePolicyBillingTrigger

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	string	required

Request:BillingTriggerUpdateRequest

Response:PolicyResponse

Security Group:policies Permission:write

BillingTriggerUpdateRequest

¶

Deprecated

This entity will be removed in a future release.

required
billingTrigger Enum accept | issue

Billing

Update Billing Level for a Policy

¶

updateBillingLevelForAPolicy

PATCH /policy/{tenantLocator}/policies/{locator}/billingLevel

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required

Request:UpdateBillingLevelRequest

Response:PolicyResponse

Security Group:policies Permission:write

UpdateBillingLevelRequest

¶

required
billingLevel Enum account | inherit | policy

Update the Delinquency Plan Assigned to a Policy

¶

updatePolicyDelinquencyPlan

PATCH /policy/{tenantLocator}/policies/{locator}/delinquencyPlan

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required

Request:DelinquencyPlanUpdateRequest

Response:PolicyResponse

Security Group:policies Permission:write

Numbering

Fetch Policies with Number

¶

fetchPoliciesWithNumber

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

Set Policy Number

¶

setPolicyNumber

POST /policy/{tenantLocator}/policies/{locator}/number/set

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required
policyNumber	query	string	required

Response:PolicyResponse

Security Group:policies Permission:write