Socotra
API ReferenceResources API

Tables API

Data Tables are used in plugins to support calculations. Constraint Tables are used to support UI development by filtering options for the user.

ActionEndpoint
Fetch a Table RecordGET/resource/{tenantLocator}/tables/{name}/record
Fetch a Lookup Table in ZIP FormatGET/resource/{tenantLocator}/tables/{name}
Create a Lookup TablePOST/resource/{tenantLocator}/tables
Replace a Lookup TablePATCH/resource/{tenantLocator}/tables/{name}
Fetch a Range Table RecordGET/resource/{tenantLocator}/rangeTables/{name}/record
Fetch a Range Table in ZIP FormatGET/resource/{tenantLocator}/rangeTables/{name}
Create a Range TablePOST/resource/{tenantLocator}/rangeTables
Replace a Range TablePATCH/resource/{tenantLocator}/rangeTables/{name}
Evaluate Constraints For AccountPOST/policy/{tenantLocator}/accounts/{locator}/constraints/evaluate
Fetch Dependency Map For AccountGET/policy/{tenantLocator}/accounts/{locator}/constraints/dependency
Fetch Dependency Map For QuoteGET/policy/{tenantLocator}/quotes/{locator}/constraints/dependency
Evaluate Constraints For QuotePOST/policy/{tenantLocator}/quotes/{locator}/constraints/evaluate
Evaluate Constraints For Quick QuotePOST/policy/{tenantLocator}/quickquotes/{locator}/constraints/evaluate
Fetch Dependency Map For Quick QuoteGET/policy/{tenantLocator}/quickquotes/{locator}/constraints/dependency
Fetch Dependency Map For Policy TransactionGET/policy/{tenantLocator}/transactions/{locator}/elements/constraints/dependency
Evaluate Constraints For Policy TransactionPOST/policy/{tenantLocator}/transactions/{locator}/elements/constraints/evaluate
Fetch ConstraintsGET/resource/{tenantLocator}/constraints/{name}/record
Create Constraint TablePOST/resource/{tenantLocator}/constraints
Replace Constraint TablePATCH/resource/{tenantLocator}/constraints/{name}
Zip Constraint TableGET/resource/{tenantLocator}/constraints/{name}

Data Tables

Usage

Fetch a Table Record

Fetch a Table RecordfetchTableRecord
GET/resource/{tenantLocator}/tables/{name}/record

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
datequerydatetime?No
jurisdictionquerystring?No
byStaticNamequeryboolean?No
keyquerystring[]Yes
Security Group:tables
Permission:
read
TableLookupResponse

Required properties

PropertyTypeDescription
valueobject

Configuration

Fetch a Lookup Table in ZIP Format

Fetch a Lookup Table in ZIP FormatfetchLookupTableInZipFormat
GET/resource/{tenantLocator}/tables/{name}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
Response:StreamingResponseBody<ZipFile>
Security Group:tables
Permission:
read

Create a Lookup Table

Create a Lookup TablecreateLookupTable
POST/resource/{tenantLocator}/tables

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namequerystringYes
staticNamequerystringYes
jurisdictionquerystring[]?No
Request:file
Security Group:tables
Permission:
upload

Files must be converted to ZIP files before uploading.

Replace a Lookup Table

Replace a Lookup TablereplaceLookupTable
PATCH/resource/{tenantLocator}/tables/{name}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
Request:file
Security Group:tables
Permission:
upload

Files must be converted to ZIP files before uploading.

Range Tables

Usage

Fetch a Range Table Record

Fetch a Range Table RecordfetchRangeTableRecord
GET/resource/{tenantLocator}/rangeTables/{name}/record

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
datequerydatetime?No
jurisdictionquerystring?No
byStaticNamequeryboolean?No
keyquerystring[]Yes
boundValuequerynumberYes
Security Group:tables
Permission:
read

Configuration

Fetch a Range Table in ZIP Format

Fetch a Range Table in ZIP FormatfetchRangeTableInZipFormat
GET/resource/{tenantLocator}/rangeTables/{name}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
Response:StreamingResponseBody<ZipFile>
Security Group:tables
Permission:
read

Create a Range Table

Create a Range TablecreateRangeTable
POST/resource/{tenantLocator}/rangeTables

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namequerystringYes
staticNamequerystringYes
jurisdictionquerystring[]?No
Request:file
Security Group:tables
Permission:
upload

Files must be converted to ZIP files before uploading.

Replace a Range Table

Replace a Range TablereplaceRangeTable
PATCH/resource/{tenantLocator}/rangeTables/{name}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
Request:file
Security Group:tables
Permission:
upload

Files must be converted to ZIP files before uploading.

Constraint Tables

Accounts

Evaluate Constraints For Account

Evaluate Constraints For AccountevaluateConstraintsForAccount
POST/policy/{tenantLocator}/accounts/{locator}/constraints/evaluate

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Request:map<string, map<string, string>>
Response:map<string, map<string, string[]>>
Security Group:accounts
Permission:
read

Fetch Dependency Map For Account

Fetch Dependency Map For AccountfetchDependencyMapForAccount
GET/policy/{tenantLocator}/accounts/{locator}/constraints/dependency

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Response:map<string, map<string, ConstraintDependency>>
Security Group:accounts
Permission:
read

Quotes

Fetch Dependency Map For Quote

Fetch Dependency Map For QuotefetchDependencyMapForQuote
GET/policy/{tenantLocator}/quotes/{locator}/constraints/dependency

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Response:map<string, map<string, ConstraintDependency>>
Security Group:quotes
Permission:
read
ConstraintDependency

Required properties

PropertyTypeDescription
columnstring
tablestring
wheremap<string, ConditionValue>
ConditionValue

Required properties

PropertyTypeDescription
staticLocatorulid
fieldNamestring
valuesstring[]

Evaluate Constraints For Quote

Evaluate Constraints For QuoteevaluateConstraintsForQuote
POST/policy/{tenantLocator}/quotes/{locator}/constraints/evaluate

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Request:map<string, map<string, map<string, string>>>
Response:map<string, map<string, string[]>>
Security Group:quotes
Permission:
read

Quick Quotes

Evaluate Constraints For Quick Quote

Evaluate Constraints For Quick QuoteevaluateConstraintsForQuickQuote
POST/policy/{tenantLocator}/quickquotes/{locator}/constraints/evaluate

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Request:map<string, map<string, map<string, string>>>
Response:map<string, map<string, string[]>>
Security Group:quick-quotes
Permission:
read

Fetch Dependency Map For Quick Quote

Fetch Dependency Map For Quick QuotefetchDependencyMapForQuickQuote
GET/policy/{tenantLocator}/quickquotes/{locator}/constraints/dependency

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Response:map<string, map<string, ConstraintDependency>>
Security Group:quick-quotes
Permission:
read

Policy Transactions

Fetch Dependency Map For Policy Transaction

Fetch Dependency Map For Policy TransactionfetchDependencyMapForPolicyTransaction
GET/policy/{tenantLocator}/transactions/{locator}/elements/constraints/dependency

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Response:map<string, map<string, ConstraintDependency>>
Security Group:transactions
Permission:
read

Evaluate Constraints For Policy Transaction

Evaluate Constraints For Policy TransactionevaluateConstraintsForPolicyTransaction
POST/policy/{tenantLocator}/transactions/{locator}/elements/constraints/evaluate

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
locatorpathulidYes
Request:map<string, map<string, map<string, string>>>
Response:map<string, map<string, string[]>>
Security Group:transactions
Permission:
read

Configuration

Fetch Constraints

Fetch ConstraintsfetchConstraints
GET/resource/{tenantLocator}/constraints/{name}/record

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
datequerydatetime?No
jurisdictionquerystring?No
byStaticNamequeryboolean?No
keyquerystring[]?No
Response:map<string, object[]>
Security Group:constraints
Permission:
read

Create Constraint Table

Create Constraint TablecreateConstraintTable
POST/resource/{tenantLocator}/constraints

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namequerystringYes
staticNamequerystringYes
jurisdictionquerystring[]?No
Request:file
Security Group:constraints
Permission:
upload

Files must be converted to ZIP files before uploading.

Replace Constraint Table

Replace Constraint TablereplaceConstraintTable
PATCH/resource/{tenantLocator}/constraints/{name}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
Request:file
Security Group:constraints
Permission:
upload

Files must be converted to ZIP files before uploading.

Zip Constraint Table

Zip Constraint TablezipConstraintTable
GET/resource/{tenantLocator}/constraints/{name}

Parameters

NameInTypeRequiredDescription
tenantLocatorpathuuidYes
namepathstringYes
Response:StreamingResponseBody<ZipFile>
Security Group:constraints
Permission:
read

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