Quotes API

Endpoint Index

Action	Endpoint
Fetch a Quote	GET /policy/{tenantLocator}/quotes/{locator}
Fetch All Quotes	GET /policy/{tenantLocator}/quotes/list
Create a Quote	POST /policy/{tenantLocator}/quotes
Update a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}
Add Elements to a Quote	PUT /policy/{tenantLocator}/quotes/{locator}/elements
Remove Elements from a Quote	DELETE /policy/{tenantLocator}/quotes/{locator}/elements
Validate a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/validate
Price a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/price
Fetch Quote Pricing	GET /policy/{tenantLocator}/quotes/{locator}/price
Underwrite a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/underwrite
Fetch Underwriting Flags	GET /policy/{tenantLocator}/quotes/{locator}/underwritingFlags
Update a Quote's Underwriting Flags	PATCH /policy/{tenantLocator}/quotes/{locator}/underwritingFlags
Accept a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/accept
Issue a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/issue
Copy a Quote	POST /policy/{tenantLocator}/quotes/{locator}/copy
Assign Quote Group	PATCH /policy/{tenantLocator}/quotes/{locator}/assignToGroup
Fetch All Quotes In Group	GET /policy/{tenantLocator}/quotes/group/{locator}/list
Add Static Data to a Quote	POST /policy/{tenantLocator}/quotes/{locator}/static
Update Static Data on a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/static
Replace All Static Data on a Quote	PUT /policy/{tenantLocator}/quotes/{locator}/static
Update Billing Level for a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/billingLevel
Fetch Quotes with Number	GET /policy/{tenantLocator}/quotes/numbers/{quoteNumber}
Set Quote Number	POST /policy/{tenantLocator}/quotes/{locator}/number/set
Reset a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/reset
Refuse a Quote (Insured Declined Coverage)	PATCH /policy/{tenantLocator}/quotes/{locator}/refuse
Discard a Quote	PATCH /policy/{tenantLocator}/quotes/{locator}/discard

Main Flow

Fetch

Fetch a Quote

¶

fetchQuote

GET /policy/{tenantLocator}/quotes/{locator}

Request Parameters:

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

Response:QuoteResponse

Security Group:quotes Permission:read

Fetch All Quotes

¶

Deprecated

fetchQuotesInATenant

This endpoint will be removed in a future release.

GET /policy/{tenantLocator}/quotes/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:QuoteListResponse

Security Group:quotes Permissions:read,list

Fetch All Quotes for an Account

¶

fetchQuotesForAccount

GET /policy/{tenantLocator}/accounts/{locator}/quotes/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:QuoteListResponse

Security Group:accounts Permissions:read,list

QuoteListResponse

¶

required
listCompleted boolean
items QuoteResponse[]

QuoteResponse

¶

required
locator locator
accountLocator locator
groupLocator locator
productName string
quoteState Enum draft | validated | earlyUnderwritten | priced | underwritten | accepted | issued | underwrittenBlocked | declined | rejected | refused | discarded
billingLevel Enum account | inherit | policy
element ElementResponse
The root element in the hierarchy

optional
policyLocator locator?
quickQuoteLocator locator?
region string?
autoRenewalPlanName string?
delinquencyPlanName string?
issuedTime datetime?
startTime datetime?
endTime datetime?
acceptedTime datetime?
currency string?
duration number?
The duration of the prospective policy in units of durationBasis
durationBasis Enum? years | months | weeks | days | hours
timezone string?
expirationTime datetime?
policyNumber string?
preferences PreferencesResponse?
Plan selections and setting overrides
quoteNumber string?
underwritingStatus string?
validationResult ValidationResult?
static map<string,object>?
billingTrigger Enum? accept | issue (deprecated)

Note

The properties accountLocator, productName, startTime, endTime, duration, durationBasis, currency, element, expirationTime, and timezone will all be non-null for quotes that have been validated.

ElementResponse

¶

required
locator locator
staticLocator locator
parentLocator locator
originalEffectiveTime datetime
Indicates when the element was first added to the policy
type string

optional
category Enum? product | coverage | exposure | exposureGroup | policyLine
data map<string,object>?
coverageTerms map<string,string>?
elements ElementResponse[]?

PreferencesResponse

¶

optional
billingPreferences BillingPreferences?
installmentPreferences InstallmentPreferences?

BillingPreferences

¶

optional
billingPlanName string?
billingLevel Enum? account | inherit | policy

InstallmentPreferences

¶

required
installmentWeights number[]

optional
installmentPlanName string?
anchorMode Enum? generateDay | termStartDay | dueDay
anchorTime datetime?
anchorType Enum? none | dayOfMonth | anchorTime | dayOfWeek | weekOfMonth
cadence Enum? none | fullPay | weekly | everyOtherWeek | monthly | quarterly | semiannually | annually | thirtyDays | everyNDays
dayOfMonth int?
dayOfWeek Enum? monday | tuesday | wednesday | thursday | friday | saturday | sunday
dueLeadDays int?
generateLeadDays int?
maxInstallmentsPerTerm int?
weekOfMonth Enum? none | first | second | third | fourth | fifth

Quote Creation

Create a Quote

¶

createQuote

POST /policy/{tenantLocator}/quotes

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required

Request:QuoteCreateRequest

Response:QuoteResponse

Security Group:quotes Permission:write

QuoteCreateRequest

¶

required
accountLocator locator
productName string
startTime datetime
data map<string,object>

optional
region string?
autoRenewalPlanName string?
delinquencyPlanName string?
endTime datetime?
currency string?
durationBasis Enum? years | months | weeks | days | hours
timezone string?
billingLevel Enum? account | inherit | policy
expirationTime datetime?
preferences PreferencesResponse?
static map<string,object>?
coverageTerms map<string,string>?
elements ElementCreateRequest[]?
billingTrigger Enum? accept | issue (deprecated)

ElementCreateRequest

¶

required
type string

optional
staticLocator locator?
parentLocator locator?
data map<string,object>?
coverageTerms map<string,string>?
elements ElementCreateRequest[]?

Update

Update a Quote

¶

updateQuote

PATCH /policy/{tenantLocator}/quotes/{locator}

Request Parameters:

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

Request:QuoteUpdateRequest

Response:QuoteResponse

Security Group:quotes Permission:write

QuoteUpdateRequest

¶

required
autoRenewalPlanName string
delinquencyPlanName string
startTime datetime
endTime datetime
currency string
billingLevel Enum account | inherit | policy
expirationTime datetime
preferences PreferencesResponse
elements ElementUpdateRequest[]
removeCoverageTerms map<string,object>
removeData map<string,object>
setCoverageTerms map<string,string>
setData map<string,object>
billingTrigger Enum accept | issue (deprecated)

ElementUpdateRequest

¶

required
locator locator
removeCoverageTerms map<string,object>
removeData map<string,object>
setCoverageTerms map<string,string>
setData map<string,object>

Add Elements to a Quote

¶

addElementsToQuote

PUT /policy/{tenantLocator}/quotes/{locator}/elements

Request Parameters:

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

Request:ElementCreateRequest[]

Response:QuoteResponse

Security Group:quotes Permission:write

Remove Elements from a Quote

¶

removeElementsFromQuote

DELETE /policy/{tenantLocator}/quotes/{locator}/elements

Request Parameters:

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

Request:locator[]

Response:QuoteResponse

Security Group:quotes Permission:write

Validation

Validate a Quote

¶

validateQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/validate

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	locator	required
stateless	query	boolean?	optional

Response:QuoteResponse

Security Group:quotes Permission:write

ValidationResult

¶

required
success boolean

optional
validationItems ValidationItemResponse[]?

ValidationItemResponse

¶

required
locator locator
elementType string
errors string[]

Pricing

Price a Quote

¶

priceQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/price

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	locator	required
stateless	query	boolean?	optional

Response:QuotePriceResponse

Security Group:quotes Permission:write

Fetch Quote Pricing

¶

fetchPricedQuote

GET /policy/{tenantLocator}/quotes/{locator}/price

Request Parameters:

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

Response:QuotePriceResponse

Security Group:quotes Permission:read

QuotePriceResponse

¶

required
accountLocator locator
quoteLocator locator
tenantLocator uuid
productName string
startTime datetime
endTime datetime
duration number
durationBasis Enum years | months | weeks | days | hours
quoteState Enum draft | validated | earlyUnderwritten | priced | underwritten | accepted | issued | underwrittenBlocked | declined | rejected | refused | discarded
items ChargeResponse[]

optional
quoteNumber string?

ChargeResponse

¶

required
locator locator
elementLocator locator
elementStaticLocator locator
amount number
chargeCategory Enum premium | tax | fee | credit | nonFinancial | surcharge
chargeType string
rate number
referenceRate number

optional
reversalOfLocator locator?
rateDifference number?
tag string?

Underwriting

Underwrite a Quote

¶

underwriteQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/underwrite

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	locator	required
stateless	query	boolean?	optional

Response:QuoteUnderwritingResponse

Security Group:quotes Permission:write

QuoteUnderwritingResponse

¶

required
accountLocator locator
quoteLocator locator
tenantLocator uuid
productName string
startTime datetime
endTime datetime
duration number
durationBasis Enum years | months | weeks | days | hours
quoteState Enum draft | validated | earlyUnderwritten | priced | underwritten | accepted | issued | underwrittenBlocked | declined | rejected | refused | discarded
underwritingStatus string
underwritingFlags UnderwritingFlagResponse[]

Fetch Underwriting Flags

¶

fetchUnderwritingFlagsForQuote

GET /policy/{tenantLocator}/quotes/{locator}/underwritingFlags

Request Parameters:

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

Response:QuoteUnderwritingFlagsResponse

Security Group:quotes Permission:read

QuoteUnderwritingFlagsResponse

¶

required
quoteLocator locator
flags UnderwritingFlagResponse[]

optional
clearedFlags UnderwritingFlagResponse[]?

UnderwritingFlag

¶

required
locator locator
referenceLocator locator
level Enum info | block | decline | reject | approve
referenceType Enum quote | transaction

optional
elementLocator locator?
clearedAt datetime?
note string?

Update a Quote's Underwriting Flags

¶

updateUnderwritingFlagsForQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/underwritingFlags

Request Parameters:

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

Request:UnderwritingFlagsUpdateRequest

Response:QuoteUnderwritingFlagsResponse

Security Group:quotes Permission:write

UnderwritingFlagsUpdateRequest

¶

required
addFlags UnderwritingFlagCreateRequest[]
clearFlags locator[]

UnderwritingFlagCreateRequest

¶

required
elementLocator locator
level Enum info | block | decline | reject | approve
note string

Acceptance

Accept a Quote

¶

acceptQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/accept

Request Parameters:

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

Response:QuoteResponse

Security Group:quotes Permission:write

Issuance

Issue a Quote

¶

issueQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/issue

Request Parameters:

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

Response:QuoteResponse

Security Group:quotes Permission:write

Quote Copy and Group Assignment

Copy a Quote

¶

copyQuote

POST /policy/{tenantLocator}/quotes/{locator}/copy

Request Parameters:

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

Request:QuoteGroupAssignmentRequest

Response:QuoteResponse

Security Group:quotes Permission:write

Assign Quote Group

¶

assignQuoteGroup

PATCH /policy/{tenantLocator}/quotes/{locator}/assignToGroup

Request Parameters:

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

Request:QuoteGroupAssignmentRequest

Response:QuoteResponse

Security Group:quotes Permission:write

QuoteGroupAssignmentRequest

¶

required
groupLocator locator

Fetch All Quotes In Group

¶

fetchAllQuotesInGroup

GET /policy/{tenantLocator}/quotes/group/{locator}/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	locator	required
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:QuoteListResponse

Security Group:quotes Permissions:read,list

Static Data

Add Static Data to a Quote

¶

addStaticDataForQuote

Set the static extension data on a quote

POST /policy/{tenantLocator}/quotes/{locator}/static

Request Parameters:

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

Request:map<string,object>

Response:QuoteResponse

Security Group:quotes Permission:write

Update Static Data on a Quote

¶

updateStaticDataForQuote

Updates some of the static data on a quote

PATCH /policy/{tenantLocator}/quotes/{locator}/static

Request Parameters:

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

Request:StaticDataUpdateRequest

Response:QuoteResponse

Security Group:quotes Permission:write

StaticDataUpdateRequest

¶

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

Replace All Static Data on a Quote

¶

replaceAllStaticDataForQuote

Replaces all of the static data on a quote

PUT /policy/{tenantLocator}/quotes/{locator}/static

Request Parameters:

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

Request:map<string,object>

Response:QuoteResponse

Security Group:quotes Permission:write

Documents

Fetch Documents for a Quote

¶

fetchDocumentsForQuote

GET /document/{tenantLocator}/documents/quote/{locator}/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	locator	required
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:DocumentListResponse

Security Group:documents Permission:read

DocumentInstanceResponse

¶

required
locator locator
referenceLocator locator
documentInstanceState Enum draft | dataReady | ready | dataError | renderError | conversionError
external boolean
referenceType Enum quote | policy | invoice | transaction | segment | term
createdAt datetime
metadata map<string,object>
renderingData map<string,object>

optional
policyLocator locator?
termLocator locator?
transactionLocator locator?
segmentLocator locator?
referenceDocumentLocator locator?
staticName string?
name string?
category string?
documentFormat Enum? text | html | pdf | jpg | jpeg | doc | docx | xls | xlsx | csv | txt | zip
processingErrors string?
readyAt datetime?
createdBy uuid?

Billing

Update Billing Level for a Quote

¶

updateBillingLevelForAQuote

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

Request Parameters:

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

Request:UpdateBillingLevelRequest

Response:QuoteResponse

Security Group:quotes Permission:write

UpdateBillingLevelRequest

¶

required
billingLevel Enum account | inherit | policy

Update the Delinquency Plan Assigned to a Quote

¶

updateQuoteDelinquencyPlan

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

Request Parameters:

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

Request:DelinquencyPlanUpdateRequest

Response:QuoteResponse

Security Group:quotes Permission:write

Numbering

Fetch Quotes with Number

¶

fetchQuotesWithNumber

GET /policy/{tenantLocator}/quotes/numbers/{quoteNumber}

Request Parameters:

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

Response:QuoteResponse[]

Security Group:quotes Permissions:read,list

Set Quote Number

¶

setQuoteNumber

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

Request Parameters:

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

Response:QuoteResponse

Security Group:quotes Permission:write

Atypical States and Operations

Reset a Quote

¶

resetQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/reset

Request Parameters:

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

Request:ResetOptions

Response:QuoteResponse

Security Group:quotes Permission:write

ResetOptions

¶

required
deleteAllAutomaticDocuments boolean
resetAllUnderwritingFlags boolean
resetFlagsAction Enum clear | delete
deleteDocuments locator[]
resetFlags locator[]

Refuse a Quote (Insured Declined Coverage)

¶

refuseQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/refuse

Request Parameters:

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

Response:QuoteResponse

Security Group:quotes Permission:write

Discard a Quote

¶

discardQuote

PATCH /policy/{tenantLocator}/quotes/{locator}/discard

Request Parameters:

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

Response:QuoteResponse

Security Group:quotes Permission:write