Socotra

Getting Started

  • Introduction to Socotra
    • Overview
      • What is Socotra?
      • What is Socotra Insurance Suite?
    • What is the Getting Started with Socotra learning path?
    • Have questions?
    • Ready for the next module?
  • Log into Socotra
    • Overview
      • What will I learn?
      • What will I need?
    • Key concepts
      • What is a business account?
      • Ready to begin?
    • Steps
    • Recap
    • Ready for the next module?
  • Create a tenant configuration file
    • Overview
      • What will I learn?
      • What will I need?
      • Note about JSON
    • Key concepts
      • What is a tenant configuration file?
      • What is a tenant?
      • How is a tenant configuration file structured?
      • What is an insurance product?
      • What is an account holder?
      • What is an element?
      • Visualizing an insurance product configuration
      • Ready to begin?
    • Part 1 - Creating a configuration file
    • Part 2 - Basic editing of the tenant configuration file
      • View the configuration file
      • Concept - Attributes
      • Concept - Default attributes
      • Edit the default attributes
      • Concept - Attribute types
    • Part 3 - Advanced editing of the tenant configuration file
      • View the Products menu
      • Making changes to the product
    • Recap
    • Ready for the next module?
  • Overview - Tenants
    • What is a tenant?
    • Tenants page
    • Tenant configuration page
      • Users
      • Resources
        • Resource instances
        • Resource groups
    • Ready for the next module?
  • Create a tenant
    • Steps
    • Ready for the next module?
  • Set up Postman to use the Socotra API
    • Overview
      • What will I learn?
      • What will I need?
        • Issues with your credentials?
      • Ready to begin?
    • Steps
      • Part 1 - Set up your collection and environment
      • Part 2 - Set up your environment
      • Part 3 - Authenticate with Socotra
    • Make a request to test your authentication
    • Troubleshooting
    • Recap
    • Ready for the next module?
  • Create an account
    • Key concepts
      • What is an account?
      • What is the process for creating an account?
    • API steps
      • What will I need?
      • Create an account
      • Update an account
      • Validate an account
    • Web app steps
    • Recap
    • Ready for the next module?
  • Execute a quote to bind
    • Overview
      • What will I learn?
      • What will I need?
    • Key concepts
      • What is a quote?
      • What is a policy?
      • Life cycle of a quote
      • Resetting a quote
      • Atypical quote states
      • Ready to begin?
    • Steps
      • Part 1 - Create a quote
        • Request body breakdown
      • Part 2 - Validate the quote
      • Part 3 - Price the quote
      • Part 4 - Underwrite the quote
      • Part 5 - Accept the quote
      • Part 6 - Issue the quote
    • Recap
    • Ready for the next module?
  • Execute policy transactions
    • Overview
      • What will I learn in this tutorial?
      • What will I need?
    • Key concepts
      • What is a policy?
      • What are terms and segments?
        • Terms
        • Segments
      • What is a policy transaction?
    • Example scenarios
      • Example 1 - Changing a policy
      • Example 2 - Renewing a policy
      • Example 3 - Canceling a policy
    • Tutorials
      • Scenario - Homeowner seeking to modify home insurance coverage
      • Tutorial 1 - Making a change to a policy
        • 1.1 - Locating customer’s account number in Postman
        • 1.2 - Locating customer’s policy in Postman
        • 1.3 - Retrieving customer’s policy details
        • 1.4 - Creating a change transaction
        • 1.5 - Issuing a change transaction
        • 1.6 - Viewing the changed policy
      • Tutorial 2 - Renewing a policy
      • Tutorial 3 - Canceling a policy
      • Tutorial 4 - Reinstating a policy
    • Ready for the next module?
  • Trigger billing, pay, and invoices
    • Overview
      • What will I learn?
      • What will I need?
    • What is the billing life cycle?
    • Walkthrough the billing life cycle
    • Stage 1: Quote is issued (via API)
    • Stage 2: System generates an installment lattice
    • Stage 3: System generates installments
    • Stage 4: System generates invoice(s)
    • Stage 5: Payment is created (via API)
    • Stage 6: Payment is posted to invoice (via API)
  • Socotra sample Postman collection and environment
  • Set up and use the Config SDK for tenant configuration
    • Overview
      • What is the Config SDK?
      • Advantages to using the Config SDK
        • Advantage example: Streamlining data typing
        • Advantage example: Generating Java classes
      • What will I learn?
      • What will I need?
    • Steps
      • Part 1 - Create a Personal Access Token
      • Part 2 - Download and configure the Config SDK
      • Part 3 - Fetch your tenant’s config
      • Part 4 - Update and validate the configuration
      • Part 5 - Write a plugin
      • Part 6 - Write tests
  • Create a user
    • Key concepts
      • Users
      • Admins
      • Ready to begin?

Feature Guide

  • Business Accounts
    • Overview
    • See also
  • Accounts
    • Overview
    • Configuring accounts
      • Example: BaseAccount
      • Example: CommercialAccount
      • Example: ConsumerAccount
    • Account states
    • Limiting products to certain account types
    • Extension data
    • See also
  • Quotation Topic Index
    • Quotes
      • Quote State Flow
        • Standard Flow
        • Atypical States
      • Quote Reset
      • Time Zones
      • Currencies
      • Error Handling
      • See Also
    • Quick Quotes
      • Overview
      • Workflow
      • Quotation
      • Discard
      • See Also
  • Policy Management Topic Index
    • Policy Transactions
      • Structure
      • Provisional Transactions
      • Basic Transactions
      • Process
      • Transaction Reset
      • See Also
    • Policy Transaction Stack
      • Workflow
      • Transaction Data
      • Documents
      • Validation
      • See Also
    • Policy Elements
      • Overview
      • Categories and Types
        • Example
      • Quantifiers
      • Coverage Terms
      • Data Extensions
      • See Also
    • Coverage Terms
      • Overview
      • Configuration
        • Sample Configuration
      • Elements with Coverage Terms
        • Creation
        • Update
        • Default Coverage Term Options and Values
        • Plugins
    • Out of Sequence Transactions
      • Overview
      • High-Level Approach
      • Static Locators
      • Intervening Out-of-Sequence Transactions
      • Reversals
      • See Also
    • Transaction Branching and Invalidation
      • Example
      • Details
      • Elements
      • Auto-Rebasing
      • See Also
    • Reinstatement
      • Overview
      • Behavior
      • Reinstatement After Multiple Cancellations
      • Reinstatement with a Gap
    • Renewal Management and Auto-Renewal
      • Overview
      • Manual Renewal
      • Auto-Renewal
        • Auto-Renewal States
        • Auto-Renewal Plugin
        • Manual Renewal Operations on an Auto-Renewal
      • Cancellations and Auto-Renew
      • Do Not Renew
      • Renewal with a Gap
      • See Also
  • Billing Topic Index
    • Installment Lattices
      • Overview
      • Structure
      • Process
      • See Also
    • Installment Settings
      • Overview
      • Settings List
      • Resolving Settings
        • Quotes Process
        • Quotes Example
        • Policy Transactions Process
      • Account Preferences
      • Validation
      • Persistence
      • Default Settings
      • See Also
    • Invoicing
      • Overview
      • Structure
      • Due Times
      • Invoice Rendering
      • See Also
    • Early Invoicing
      • Overview
      • Invocation
      • Behavior
      • Error Conditions
      • See Also
    • Payments
      • Overview
      • Payments
      • Financial Instruments
      • External Cash Transactions
      • Payment Distribution
      • Payment Reversals
      • See Also
    • Delinquency
      • Overview
      • Configuration
      • Delinquency Onset
      • Lapse
      • See Also
    • Delinquency Events
      • Overview
      • Configuration
      • Operation
      • See Also
    • Billing Holds
      • Overview
      • Lifecycle
      • Invoice Holds
      • Delinquency Holds
      • See Also
    • Disbursements
      • Overview
      • Lifecycle
      • Credit Sources
      • Financial Instruments
      • Configuration and Data Extensions
      • Accounting
      • See Also
    • Credit Balances
      • Overview
      • Usage
      • See Also
    • Excess Credits
      • Overview
      • Configuration
      • Process
      • See Also
    • Credits from Policy Transactions and Billing Changes
      • Overview
      • Example 1: Standard Cancellation
      • Example 2: Lapse
      • See Also
    • Backloading Installments
      • Overview
      • Initial State
      • Lattice Creation
      • Charge Processing
      • Invoicing
      • Results
  • Financials Topic Index
    • Charges
      • Categories
      • Charge Types
      • Reference Rates
      • Data Precision
    • Durations
      • Overview
      • Usage
      • Configuration
      • Supported Duration Bases
      • Daylight Saving Time
    • Rounding Service
    • Basic Double-Entry Accounting Primer
      • Introduction
      • General Principles
      • T-Accounts
      • Transactions
      • See Also
    • Simplified Accounting Example
      • Overview
      • Summary
      • See Also
  • Underwriting
    • Overview
      • What is an underwriting plugin?
      • What is an underwriting flag?
    • Post-underwriting evaluation
      • Evaluation algorithm
        • Tips
      • Underwriting status
    • See also
  • Documents Topic Index
    • Document Management
      • Overview
      • Document Retrieval
      • Direct Document Attachment and Modification
        • Attaching New Documents
        • Updating Documents
      • See Also
    • Dynamic Documents
      • Template Languages
      • Velocity Example
      • Controlling Template Data
      • Troubleshooting and Template Development
        • Streamlining the rendering feedback loop
  • Diaries
    • Overview
    • Diary Entries
    • Revisioning
    • Discard
    • See Also
  • Search
    • Overview
    • Example
      • Request
      • Response
    • Requests
      • Search String Syntax
    • Responses
      • Relevance
      • Search Summary
      • Sample Responses
    • Configuration
    • See Also
  • Security Topic Index
    • Roles and Permissions
      • Special Roles
      • Tenant Access
      • Available Permissions
      • Wildcard Patterns
      • Auth Tokens
      • See Also
    • Comprehensive Permissions Listing
      • See Also
    • Password Policies
      • See Also
  • Migration
    • Overview
    • Migration Structure
      • Bring Your Own Identifiers
    • Migration Management
      • Remediation
  • Reporting Topic Index
    • Metrics
      • Overview
      • API Usage
        • Aggregations
        • Filters
        • Backfill Zero
      • Metric Definitions
        • Gross Written Premium
        • Issued Policies
        • Priced Quotes
        • New Business Conversion Rate
        • Issued Renewals
        • Expired Policies
        • Renewal Rate
    • Data Lake - Beta
      • Getting Started with Socotra Data Lake
        • Prerequisites
        • Data Lake Schema
        • Index of Tables
      • Frequently Asked Questions (FAQ)
        • Can I connect with Tableau, Microsoft Power BI, or other such analytical tools?
        • How can I use datetime values in Data Lake?
        • What is a locator?
        • What is the relationship between the Data Lake schema and entity representations in the Socotra API?
        • Why do some tables have an id field while others do not?
        • What version of MariaDB is Data Lake on?
        • How often is Data Lake data updated?
        • Are there plans for alternative modes of access to Data Lake data?

Configuration Guide

  • Configuration General Topics Index
    • Configuration Deployment
      • Overview
      • Configuration Structure
      • Configuration Validation
      • Configuration Case Sensitivity
      • Inheritence Case Sensitivity
      • See Also
    • Configuration Redeployment
      • Overview
      • Safe Changes
      • Migratable Changes
      • Disallowed Changes
      • Future Functionality
        • Locking
        • Retirement
    • Configuration Bootstrap
      • Overview
      • Notes
        • Bootstrap Directory
        • Validations
        • Example
    • Configuration SDK
      • Overview
        • Do I really need an SDK to write and maintain configs?
      • Getting Started
        • Get the source control template
        • Update the config plugin to point at a target tenant
        • Use tasks as you build your config
      • Bootstrapping
    • Quantifiers
      • Overview
      • Structure
        • Element Quantifiers
        • Coverage Term Quantifiers
        • Data Extension Quantifiers
      • Automatic Items
        • Automatic Elements
        • Automatic Coverage Terms
    • Identifiers
      • Overview
      • Items with Identifier Names
      • Rules
    • Entity Numbering
      • Overview
      • Process
      • Configuration
      • Prefixes, Suffixes, and Numbering Strings
      • Additional Characters
      • Term Numbers
      • Overriding Automatically Generated Numbers
      • Fetch
      • Error Handling
      • Limitations
      • See Also
    • Events
      • Usage
      • See Also
    • Event Definitions
      • Account Events
      • Quote Events
      • Transaction Events
      • Credit Distribution Events
      • Delinquency Events
      • Disbursement Events
      • Installment Events
      • Invoice Events
      • Payment Events
      • Shortfall Credit Events
      • Write Off Events
      • Event Payloads
      • See Also
    • Webhooks
      • Managing Webhooks
        • Failure Handling
        • Security Features
      • See Also
    • Data Access Controls
      • Overview
      • Enabling Data Access Controls
      • Configuring Data Fields
      • Assigning User Data Masks
      • See Also
  • Resources Topic Index
    • Versioned Resource Selection
      • Overview
      • Key Concepts
      • The Selection Time Basis
      • API and Entity Structure
      • Runtime Behavior in Plugins
      • Document Selection
      • Unmanaged Resources
      • Usage Example
    • Data Tables
      • Overview
      • Configuration
      • Limitations
    • Documents
      • Overview
      • Document Scope
      • Policy Document Workflow
      • Quotation
      • Static and Dynamic Documents
      • Plugins
        • Policy Document Selection Plugin
        • Document Data Snapshot Plugin
  • Data Extensions Topic Index
    • Data Extensions
      • Overview
      • Data Scopes
      • Data Types
      • Quantifiers and Arrays
      • Validation Requirements
      • Other Data Properties
      • Comprehensive Properties List
      • See Also
    • Data Extension Types
      • Overview
      • Built-In Data Types
      • Date Types
        • datetime
        • date
      • Custom Data Types
      • Limitations
    • Extension Data Constraints
      • Overview
      • Structure
      • Configuration
      • Dependency Maps
      • Constraint Evaluation API
      • Referencing Other Elements
      • Validation
    • Custom Data Types
      • Usage
      • Custom Data Inheritance
    • Validation
    • Static Data
      • Usage - Quotes
      • Usage - Policies
  • Front-End SDK Topics Index
    • Front-End SDK Overview
      • Getting Started
        • Installation
      • Schemas
        • Installation
        • Example Usage
        • List of Schemas
      • Components
        • Typical Installation
        • Installation With Tailwind and Custom Theme
        • Example Usage
        • Components
      • Utils
        • Installation
        • Example Usage
        • List of Utils
    • Front-End SDK Guides Topic Index
      • Authentication with Keycloak and NextAuth.js
        • Create a new Next.js App
        • Add NextAuth.js
        • Add environment variables for local development
        • (Optional) Add t3-oss/t3-env
        • Setup Next.js and NextAuth with Keycloak
        • Define Middleware for protecting routes
        • Add Logout Functionality
    • Components Index
      • AccountForm
        • Overview
        • Props
        • Usage
        • Customization
        • Standard Account Form
        • Creating a New Account
        • Updating an Existing Account
        • Customization
        • Validation
        • Submitting the Form
      • QuoteForm
        • Overview
        • Props
        • Usage
  • Plugins Topic Index
    • Plugins Overview
      • Overview
        • Precommit
        • Validation
        • Rating
        • Underwriting
        • Document Data Snapshot
        • Document Selection
      • Plugin Execution
      • Plugin Configuration
      • Precommit and Validation
      • Data Fetcher
      • Resource Selector
      • External API Calls
    • Precommit
      • Overview
      • Plugin Execution
      • Account
      • Quote
      • Transaction
      • Payment
      • Disbursement
      • Delinquency
    • Validation
      • Overview
      • Plugin Execution
      • Account
      • Quote
    • Rating
      • Overview
      • Configuration
      • Return Object
    • Underwriting
      • Overview
      • Configuration
      • Return Object
    • Document Data Snapshot
      • Overview
      • Example
    • Document Selection
      • Overview

API Guide

  • Business Account API Index
    • Authentication API
      • Creation
      • Fetch
      • Deletion
    • Tenant Management API
      • Endpoint Index
      • Cloning
    • User Management API
      • Endpoint Index
      • Users
      • Roles
      • Permissions
      • User Role Assignments
      • User Tenant Assignments
  • Accounts API
    • Endpoint Index
    • Fetch
    • Account Creation
    • Updating
    • Validation
    • Quotes and Policies
    • Holds
    • Billing
    • Numbering
  • Quotes API
    • Endpoint Index
      • Main Flow
    • Fetch
    • Quote Creation
    • Update
    • Validation
    • Pricing
    • Underwriting
    • Acceptance
    • Issuance
    • Quote Copy and Group Assignment
    • Static Data
    • Documents
    • Billing
    • Numbering
      • Atypical States and Operations
  • Quick Quotes API
    • Endpoint Index
    • See Also
  • Policy Management API Index
    • Policies API
      • Endpoint Index
      • Fetch
      • Static Data
      • Snapshots
      • Billing Triggers
      • Billing
      • Numbering
    • Policy Transactions API
      • Endpoint Index
        • Main Flow
      • Fetch
      • Transaction Creation
      • Updating
      • Validation
      • Pricing
      • Underwriting
      • Acceptance
      • Issuance
      • Documents
        • Transaction Details
        • Atypical States and Operations
      • Deprecated Items
    • Policy Terms API
      • Fetch
      • Term Summaries
      • Numbering
    • Renewal Management and Auto-Renewal API
      • Endpoint Index
      • Fetch
      • Create
      • Update
      • Plan Updates
      • See Also
  • Billing API Index
    • Main Index
      • Installments API
      • Installment Lattices API
        • See Also
      • Invoices API
        • Endpoint Index
        • Fetch
        • Invoice Documents
        • Invoice Preview
        • Numbering
        • Early Invoicing
      • Payments API
        • See Also
      • Disbursements API
        • Fetch
        • Lifecycle
        • Numbering
        • See Also
      • Credit Distribution API
        • Fetch
        • Creation and Update
        • Execution
        • Reversal
        • Reset and Discard
        • Invoices
      • Credits API
      • Account Balances API
      • Financial Instruments and External Cash Transactions API
        • Financial Instruments
        • External Cash Transactions
      • Delinquency API
        • Delinquency Plan Assignment
        • Fetch
        • Delinquency Updates
        • Delinquency Events
        • See Also
      • Billing Holds API
        • Fetch
        • Creation and Update
        • Execution
        • Release, Reset, and Discard
        • See Also
      • Write-Offs API
    • Policy Service Endpoints
  • Accounting API
    • Accounting Transactions
    • Accounting T-Accounts
    • Cash Accounts
  • Documents API
    • Fetch
    • Modification
    • Ad-hoc Rendering
    • See Also
  • Resources API Index
    • Resource Service API
      • Resource Groups
      • Resources
    • Document Resources API
      • Document Resources
      • Document Templates
    • Tables API
      • Data Tables
        • Usage
        • Configuration
      • Constraint Tables
        • Quotes
        • Quick Quotes
        • Policy Transactions
        • Configuration
    • Secrets API
  • Data API Index
    • Aux Data API
    • Diary API
      • Fetch
      • Creation
      • Revisioning
      • Discard
      • See Also
    • Metrics API
      • Endpoint Index
      • Metrics Data Reponse Endpoints
      • Metrics CSV Download Endpoints
      • Metrics Request and Response Objects
      • See Also
    • Events API
      • Fetch
      • See Also
    • Diverted Events API
      • See Also
    • Search API
      • Data Search
      • See Also
  • Configuration and Development API Index
    • Configuration Deployments API
      • Tenant Creation
      • Fetch
      • Redeployment
      • Validation
      • Utility
      • Configuration Entities
    • Developer API
    • Logging API
    • Jobs API
      • Endpoint Index
      • Documents Jobs
      • Job Retrigger
      • Installment Jobs
      • Invoice Jobs
        • Normal Invoicing
        • Early Invoicing
      • Delinquency Jobs
    • Identity Providers API
    • Webhooks API
      • See Also
    • Passwords API
      • Fetch
      • Update
      • See Also
    • Data Access Controls API
      • See Also
  • Migration API
    • Endpoint Index
    • Migration Management
    • Migration Information

Other Resources

  • Release Notes
    • December 18, 2024
      • User Management API Update
    • December 11, 2024
      • Migration API update
      • Identity Providers API update
    • December 4, 2024
      • New Feature: Data Lake (Beta)
      • New Feature: Value-Based Coverage Terms
      • Other Changes
      • Bug Fixes
    • November 20, 2024
      • New Feature: Early Invoicing
    • November 13, 2024
      • New Feature: Delinquency Events
    • November 6, 2024
      • Constraint Tables
      • Quote Events
      • Optional Properties
    • October 30, 2024
      • Constraints with Custom Data Types
      • Additional Changes to Paged List Fetch Semantics
      • Deployments
    • October 23, 2024
      • Data Access Controls
      • Webhooks Security Features
      • Yet More Changes to Paged List Fetch Semantics
      • Other Changes
    • October 16, 2024
      • Entity Numbering
      • More Changes to Paged List Fetch Semantics
      • Other Changes
    • October 9, 2024
      • New Feature Guides
      • Other Changes
    • October 2, 2024
    • September 25, 2024
      • New Getting Started Guide!
      • New Migration Feature Guide
      • Invoice Documents
      • Other Changes
    • September 18, 2024
      • External Documents
      • Other Changes
    • September 11, 2024
    • September 4, 2024
      • Optional Properties
      • Billing Triggers
      • Other Change
    • August 28, 2024
    • August 21, 2024
      • Diaries
      • Regions
      • Changes to Paged List Fetch Semantics
      • Auto Transaction Rebasing
      • Other Changes
    • July 31, 2024
      • Quick Quotes
      • Account Level Billing
      • Policy Transaction Branching
      • Configuration Changes
      • Other Changes
    • July 24, 2024
    • July 1, 2024
      • Stateless Operations
      • Invoices and Installments
      • Other Changes
    • June 10, 2024
      • Policies
      • Invoices and Payments
      • Installments
      • Stateless Operations
      • Underwriting
      • Accounting
      • Delinquency
      • Aux Data
      • Data Extension Constraints
      • Other Changes
    • May 23, 2024
      • Users
      • Excess Credits
      • Open API Definitions
      • Other Changes
    • May 20, 2024
      • Event Stream Data Definition
    • May 17, 2024
      • Deprecations
      • Static Data
      • Other Changes
    • May 15, 2024
      • Renewal Management and Auto-Renewal
      • Resources
      • Policy Snapshots
      • Credits
      • “List” Endpoints
      • Other Changes
    • May 1, 2024
      • Charges
      • Documents
    • April 28, 2024
      • Feature Guides
      • Search
      • Password Policies
    • April 23, 2024
      • Payments
      • Write-Offs
      • Other Changes
      • Feature Guides
    • April 17, 2024
      • Optional and Required Properties
      • Write-Offs
      • Term Summary
      • Other Changes
    • April 12, 2024
      • Search
      • Invoicing
      • Other Changes
    • Older Changes
  • Deprecated API Items
    • Endpoints
      • GET /billing/{tenantLocator}/jobs/invoices/policies/{locator}/list
      • GET /billing/{tenantLocator}/jobs/invoices/quotes/{locator}/list
      • PATCH /policy/{tenantLocator}/policies/{locator}/billingTrigger
      • GET /policy/{tenantLocator}/policies/snapshot/list
      • GET /policy/{tenantLocator}/quotes/list
      • GET /policy/{tenantLocator}/transactions/{locator}/affectedTransactions/list
      • GET /policy/{tenantLocator}/transactions/{locator}/segments/{segmentLocator}
      • GET /policy/{tenantLocator}/transactions/{locator}/segments/list
    • Entities
      • Account Response
      • Billing Plan Ref
      • Billing Trigger Update Request
      • Charge Ref
      • Configuration Ref
      • Document Job Info
      • Document Summary
      • Element Ref
      • Params Change Instruction Create Request
      • Params Change Instruction Response
      • Policy Response
      • Policy Transaction Response
      • Product Ref
      • Quick Quote Price Response
      • Quote Create Request
      • Quote Update Request
  • Open API Definition File
  • Connected Core Docs
Socotra
  • Security Topic Index

Security Topic Index

  • Roles and Permissions
  • Comprehensive Permissions Listing
  • Password Policies

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