Media

Overview

Socotra allows you to upload files and manage associations with system entities. This supports a range of “capturing document” use cases, such as linking a set of uploaded photos to a “first notice of loss” (FNOL) record or a quote.

Media data may be associated with the following entities:

  • Policies

  • Policy Transactions

  • Quotes

  • Activities

  • Assignments

  • First Notice of Loss (FNOL) records

  • Diaries

As with diaries, media data are versioned. The Media Data API exposes “latest” endpoint analogues for all fetch endpoints as a convenience.

Example

You could add a photo linked to a quote by creating media data. After doing so, you could see the latest edition of that media entry in the list of media items associated with the quote by using Fetch Latest Media Data By Reference. You’ll get a response like the following:

{
    "listCompleted": true,
    "items": [
        {
            "locator": "01JSJ5VJYY13NWRY90HZN86HZP",
            "filename": "iCSYeKcoFftqYvlcgDhe",
            "title": "iCSYeKcoFftqYvlcgDhe",
            "tag": "iCSYeKcoFftqYvlcgDhe",
            "references": [
                {
                    "type": "quote",
                    "locator": "01JSJ5KRK761CNTHRFE2J6Y9QS"
                }
            ],
            "createdAt": "2025-04-23T20:36:30Z",
            "createdBy": "dc68c494-6918-487a-bf08-58c2983175dc",
            "updatedAt": "2025-04-23T20:36:30Z",
            "updatedBy": "dc68c494-6918-487a-bf08-58c2983175dc"
        }
    ]
}

You can use the locator for the media data entry to download it, update it, delete it, or to view different versions of the file. See the Media API reference for endpoint details.