Socotra
Feature GuideReporting

Data Lake Table Index

This page provides an index of the tables available in the Socotra Data Lake.

The order of fields shown in this table index is for reference only and may differ from the order in the underlying Data Lake schema or Delta Files. The exact schema may also vary between the Data Lake and Delta Files. To view the authoritative schema, connect directly to the Data Lake using your provided credentials or download the createTableFile provided by the Delta Files API.

Index of Tables

Policy Service Entity Tables

Billing Service Entity Tables

Claims Service Entity Tables

Work Management Service Entity Tables

Producer Management Service Entity Tables

Auxiliary Data Service Entity Tables

Moratoriums Entity Tables

Policy Service Entity Tables

accounts Table

See the Accounts API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the account (ULID)
account_statevarchar(32)noCurrent state of the account
billing_levelvarchar(50)noLevel at which billing within the account takes place. Value may be policy or account
typevarchar(128)noThe account type per the tenant configuration
regionvarchar(128)yesThe region assigned to the account (if any)
auto_renewal_plan_namevarchar(128)yesName of the account's auto-renewal plan (if any)
delinquency_plan_namevarchar(128)yesName of the account's delinquency plan (if any)
excess_credit_plan_namevarchar(128)yesName of the account's excess credit plan (if any)
shortfall_tolerance_plan_namevarchar(128)yesName of the account's shortfall tolerance plan (if any)
account_numbervarchar(128)yesThe custom number assigned to the account (if any)
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

account_data_extensions Table

See the Accounts API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
account_locatorchar(26)no(PK) Identifier of the account the data is associated with (UULD)
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extensions data field
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

quotes Table

See the Quotes API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the quote (UULD)
account_locatorchar(26)noUnique identifier of the quote's parent account (UULD)
group_locatorchar(26)yesUnique identifier of the group the quote belongs to, if any (UULD)
product_namevarchar(128)yesThe name of the configured product the quote is based on
quote_statevarchar(50)noThe state in which the quote currently resides
billing_levelvarchar(50)noLevel at which billing within the account takes place policy or account
policy_locatorchar(26)yesThe identifier of the resultant policy (if quote has been issued)
quick_quote_locatorchar(26)yesThe identifier of the originating quick quote (if any)
regionvarchar(128)yesThe region assigned to the quote (if any)
jurisdictionvarchar(128)yesThe jurisdiction assigned to the quote (if any)
producer_codevarchar(128)yesThe producer code assigned to the quote (if any)
auto_renewal_plan_namevarchar(128)yesName of the quote's auto-renewal plan (if any)
delinquency_plan_namevarchar(128)yesName of the quote's delinquency plan (if any)
issued_time_utcdatetime(6)yesTimestamp the quote was issued
start_time_utcdatetime(6)yesTimestamp quote is effective as of
end_time_utcdatetime(6)yesTimestamp quote coverage ends
accepted_time_utcdatetime(6)yesTimestamp the quote was moved to the accepted state
created_at_utcdatetime(6)noTimestamp the quote was created
created_bychar(36)noThe identifier of the user that created the quote
currencyvarchar(128)yesCurrency the quote was written in
durationdecimal(19,15)yesThe number of units of duration_basis the quote spans
duration_basisvarchar(32)yesThe units of time that the duration of the quote is expressed in
timezonevarchar(128)yesThe timezone the quote was written in
expiration_time_utcdatetime(6)yesThe timestamp after which the quote can no longer be accepted or issued
underwriting_statusvarchar(50)yesThe outcome of the underwriting process (if completed)
quote_numbervarchar(128)yesThe custom number assigned to the quote (if any)
invoice_fee_amountdecimal(19,3)yesAmount of the quote's invoice fee (if any)
anonymized_time_utcdatetime(6)yesTime in UTC the quote was anonymized
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

quote_data_extensions Table

See the Quotes API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
quote_locatorchar(26)noIdentifier of the quote the element data is associated with (ULID)
element_locatorchar(26)no(PK) Identifier of the element the data is associated with (ULID)
element_categoryvarchar(128)yesThe category the element type is based on
element_typevarchar(128)noThe configured type the element is based on
is_staticboolno(PK) Whether the data is static or not
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extensions data field
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

quote_elements Table

See the Quotes API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the quote element (ULID)
quote_locatorchar(26)noIdentifier of the quote the element is associated with (ULID)
parent_locatorchar(26)yesIdentifier of the parent element immediately above in the quotes data hierarchy
categoryvarchar(128)yesThe category the element type is based on
typevarchar(128)noThe configured type the element is based on
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

quote_element_tree Table

See the Quotes API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
quote_locatorchar(26)noIdentifier of the quote the element is associated with (ULID)
parent_locatorchar(26)noIdentifier of the element immediately above in the quote's data hierarchy (ULID)
child_locatorchar(26)noIdentifier of an element immediately below in the quote's data hierarchy (ULID)
depthintnoThe number of levels of child elements below in the quote's data hierarchy
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

quote_element_charges Table

See the Quotes API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the quote charge (ULID)
account_locatorchar(26)noIdentifier of the account the charge is associated with (ULID)
quote_locatorchar(26)noIdentifier of the quote the charge is associated with (ULID)
product_namevarchar(128)noThe name of the configured product the quote is based on
element_locatorchar(26)noIdentifier of the element the charge is directly associated with (ULID)
element_categoryvarchar(128)yesThe category the element type is based on
element_typevarchar(128)noThe configured type the element is based on
start_time_utcdatetime(6)noStart of the period covered by the charge
end_time_utcdatetime(6)noEnd of the period covered by the charge
durationdecimal(19,15)yesThe number of units of duration_basis the charge spans
duration_basisvarchar(32)yesThe units of time that the duration of the quote is expressed in
charge_categoryvarchar(128)noThe category the charge type is based on
charge_typevarchar(128)noThe configured type the charge is based on
amountdecimal(19,3)noThe amount of the charge
ratedecimal(19,10)noRate describes the amount per unit time (rate * duration = amount)
reference_ratedecimal(19,10)noThe reference rate for the charge returned in the rater (if any)
invoicingvarchar(128)noIndicates how the system invoices the charge according to its charge_type, with possible values listed as invoicing in ChargeRef
handlingvarchar(128)noIndicates how the system handles the charge according to its charge_type, with possible values listed as handling in ChargeRef
tagvarchar(128)yesThe tag for the charge returned in the rater (if any)
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

quote_coverage_terms Table

See the Quotes API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
quote_locatorchar(26)noIdentifier of the quote the coverage term is associated with (ULID)
element_locatorchar(26)no(PK) Identifier of the element the coverage term is associated with (ULID)
element_categoryvarchar(128)yesThe category the associated element type is based on
element_typevarchar(128)noThe configured type the associated element is based on
name_md5char(32)no(PK) The MD5 hash of the name
namevarchar(1024)noThe configured name of the coverage term
optionvarchar(1024)noThe selected option or value of the coverage term
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

quote_element_underwriting_flags Table

See the Quotes API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the underwriting flag for the quote element (ULID)
quote_locatorchar(26)noIdentifier of the quote the underwriting flag is associated with (ULID)
element_locatorchar(26)yesIdentifier of the quote element the underwriting flag is associated with (ULID)
element_categoryvarchar(128)yesThe category the associated element type is based on
element_typevarchar(128)yesThe configured type the associated element is based on
levelvarchar(128)noThe level of the underwriting flag, with possible values listed as level in UnderwritingFlagResponse
task_locatorchar(26)yesIdentifier of the task associated with the underwriting flag (ULID)
notevarchar(1024)yesThe custom note associated with the underwriting flag
created_bychar(36)yesIdentifier of the user that created the underwriting flag (UUID)
created_time_utcdatetime(6)noTime in UTC the underwriting flag was created
cleared_bychar(36)yesIdentifier of the user that cleared the underwriting flag (UUID)
cleared_time_utcdatetime(6)yesTime in UTC the underwriting flag was cleared
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policies Table

See the Policies API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the policy (ULID)
account_locatorchar(26)noIdentifier of the account the policy is associated with (ULID)
issued_transaction_locatorchar(26)noIdentifier of the transaction that issued the policy (ULID)
latest_term_locatorchar(26)noIdentifier of the latest term for the policy (ULID)
latest_segment_locatorchar(26)yesIdentifier of the latest segment for the policy (ULID)
product_namevarchar(128)noName of the product associated with the policy
start_time_utcdatetime(6)noTime in UTC the policy goes into effect
end_time_utcdatetime(6)noTime in UTC the policy is no longer effective
coverage_end_time_utcdatetime(6)yesTime in UTC the policy coverage ends
currencyvarchar(128)yesCurrency the policy was written in
duration_basisvarchar(32)yesThe units of time that the duration of the policy is expressed in
timezonevarchar(128)yesThe timezone the policy was written in
billing_levelvarchar(50)noLevel at which billing for the policy takes place. Value may be policy or account
created_time_utcdatetime(6)noTime in UTC the policy was created
created_bychar(36)noIdentifier of the user that created the policy (UUID)
regionvarchar(128)yesThe region assigned to the policy (if any)
jurisdictionvarchar(128)yesThe jurisdiction assigned to the policy (if any)
auto_renewal_plan_namevarchar(128)yesName of the policy's auto-renewal plan (if any)
delinquency_plan_namevarchar(128)yesName of the policy's delinquency plan (if any)
invoice_fee_amountdecimal(19,3)yesAmount of the policy's invoice fee (if any)
policy_numbervarchar(128)yesThe custom number assigned to the policy (if any)
anonymized_time_utcdatetime(6)yesTime in UTC the policy was anonymized
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

terms Table

See the Policy Terms API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the term (UUID)
static_locatorchar(26)noStatic identifier of the term that persists across changes (ULID)
policy_locatorchar(26)noIdentifier of the policy the term is associated with (ULID)
originating_transaction_locatorchar(26)noIdentifier of the transaction the term is associated with (ULID)
start_time_utcdatetime(6)noTime in UTC the term is effective
end_time_utcdatetime(6)noTime in UTC the term is no longer effective
numberint(11)noSequential number of the term within the policy
auto_renewal_locatorchar(26)yesIdentifier of the auto-renewal associated with the term (ULID), if any
previous_term_locatorchar(26)yesIdentifier of the term that preceded this term (ULID), if any
supersedes_term_locatorchar(26)yesIdentifier of the term that this term supersedes (ULID), if any
term_numbervarchar(128)yesThe custom number assigned to the term, if any
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

transactions Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the transaction (ULID)
policy_locatorchar(26)noIdentifier of the policy the transaction is associated with (ULID)
term_locatorchar(26)noIdentifier of the term the transaction is associated with (ULID)
effective_time_utcdatetime(6)noTime in UTC the transaction becomes effective
transaction_statevarchar(50)noCurrent state of the transaction
categoryvarchar(50)noCategory of the transaction
typevarchar(128)noThe configured type of the transaction
created_bychar(36)noIdentifier of the user that created the transaction (UUID)
created_time_utcdatetime(6)noTime in UTC the transaction was created
aggregate_transaction_locatorchar(26)yesIdentifier of the aggregate transaction this transaction is part of (ULID), if any
base_transaction_locatorchar(26)yesIdentifier of the transaction this transaction is derived from (ULID), if any
reapplication_of_locatorchar(26)yesIdentifier of the transaction this transaction is a reapplication of (ULID), if any
static_locatorchar(26)yesStatic identifier of the transaction that persists across changes (ULID)
issued_time_utcdatetime(6)yesTime in UTC the transaction was issued
accepted_time_utcdatetime(6)yesTime in UTC the transaction was accepted
underwriting_statusvarchar(50)yesThe outcome of the underwriting process (if completed)
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

affected_transactions Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
transaction_locatorchar(26)no(PK) Unique identifier of the affecting transaction (ULID)
affected_transaction_locatorchar(26)no(PK) Unique identifier of the affected transaction (ULID)
actionvarchar(50)noAction taken by the affecting transaction onto the affected transaction. Value may be reversed or invalidated
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

segments Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the segment (ULID)
policy_locatorchar(26)noIdentifier of the policy the segment is associated with (ULID)
transaction_locatorchar(26)noIdentifier of the transaction that created the segment (ULID)
term_locatorchar(26)noIdentifier of the term the segment is associated with (ULID)
start_time_utcdatetime(6)noTime in UTC the segment begins
end_time_utcdatetime(6)noTime in UTC the segment ends
durationdecimal(19,15)noThe number of units of duration_basis the segment spans
duration_basisvarchar(32)yesThe units of time that the duration of the segment is expressed in
typevarchar(50)noThe type of segment
based_onchar(26)yesIdentifier of the segment this segment is based on (ULID), if any
producer_codevarchar(128)yesThe producer code assigned to the segment (if any)
producer_code_of_recordvarchar(128)yesThe producer code of record assigned to the segment (if any)
anonymized_time_utcdatetime(6)yesTime in UTC the segment was anonymized
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_data_extensions Table

See the Policies API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
policy_locatorchar(26)noIdentifier of the policy the element data is associated with (ULID)
transaction_locatorchar(26)noIdentifier of the transaction the element data is associated with (ULID)
segment_locatorchar(26)noIdentifier of the segment the element data is associated with (ULID)
segment_element_locatorchar(26)no(PK) Identifier of the element the data is associated with (ULID)
element_categoryvarchar(128)yesThe category the element type is based on
element_typevarchar(128)noThe configured type the element is based on
is_staticboolno(PK) Whether the data is static or not
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extensions data field
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_segment_elements Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the segment element (UUID)
policy_locatorchar(26)noIdentifier of the policy the segment element is associated with (ULID)
transaction_locatorchar(26)noIdentifier of the transaction the segment element is associated with (ULID)
segment_locatorchar(26)noIdentifier of the segment the element is associated with (ULID)
parent_locatorchar(26)yesIdentifier of the parent element immediately above in the policy data hierarchy (ULID)
static_locatorchar(26)noStatic identifier of the segment element that persists across changes (ULID)
categoryvarchar(128)yesThe element category the element type is based on
typevarchar(128)noThe configured type the element is based on
original_effective_time_utcdatetime(6)yesTime in UTC of the original effective date of the segment element
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_element_tree Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
policy_locatorchar(26)noIdentifier of the policy the element tree is associated with (ULID)
transaction_locatorchar(26)noIdentifier of the transaction the element tree is associated with (ULID)
segment_locatorchar(26)no(PK) Identifier of the segment the element tree is associated with (ULID)
parent_locatorchar(26)no(PK) Identifier of the element immediately above in the policy's data hierarchy (ULID)
child_locatorchar(26)no(PK) Identifier of an element immediately below in the policy's data hierarchy (ULID)
depthintnoThe number of levels of child elements below in the policy's data hierarchy
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_element_charges Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the charge (ULID)
account_locatorchar(26)noIdentifier of the account the charge is associated with (ULID)
policy_locatorchar(26)noIdentifier of the policy the charge is associated with (ULID)
transaction_locatorchar(26)noIdentifier of the transaction the charge is associated with (ULID)
segment_locatorchar(26)noIdentifier of the segment the charge is associated with (ULID)
product_namevarchar(128)noThe name of the configured product the policy is based on
segment_element_locatorchar(26)noIdentifier of the segment element the charge is directly associated with (ULID)
element_static_locatorchar(26)yesStatic identifier of the element that persists across changes (ULID)
element_categoryvarchar(128)yesThe category the element type is based on
element_typevarchar(128)noThe configured type the element is based on
start_time_utcdatetime(6)noTime in UTC the period covered by the charge begins
end_time_utcdatetime(6)noTime in UTC the period covered by the charge ends
durationdecimal(19,15)yesThe number of units of duration_basis the charge spans
duration_basisvarchar(32)yesThe units of time that the duration of the charge is expressed in
charge_categoryvarchar(128)noThe category the charge type is based on
charge_typevarchar(128)noThe configured type the charge is based on
amountdecimal(19,3)noThe amount of the charge
ratedecimal(19,10)noRate describes the amount per unit time (rate * duration = amount)
reference_ratedecimal(19,10)noThe reference rate for the charge returned in the rater (if any)
rate_differencedecimal(19,10)noThe difference between the rate and reference rate (if any)
reversal_of_locatorchar(26)yesIdentifier of the charge reversed by this charge (if any)
tagvarchar(128)yesThe tag for the charge returned in the rater (if any)
invoicingvarchar(128)noIndicates how the system invoices the charge according to its charge_type, with possible values listed as invoicing in ChargeRef
handlingvarchar(128)noIndicates how the system handles the charge according to its charge_type, with possible values listed as handling in ChargeRef
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_coverage_terms Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
policy_locatorchar(26)noIdentifier of the policy the element data is associated with (ULID)
transaction_locatorchar(26)noIdentifier of the transaction the element data is associated with (ULID)
segment_locatorchar(26)noIdentifier of the segment the element data is associated with (ULID)
segment_element_locatorchar(26)no(PK) Identifier of the element the coverage term is associated with (ULID)
element_categoryvarchar(128)yesThe category the associated element type is based on
element_typevarchar(128)noThe configured type the associated element is based on
name_md5char(32)no(PK) The MD5 hash of the name
namevarchar(1024)noThe configured name of the coverage term
optionvarchar(1024)noThe selected option or value of the coverage term
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_element_underwriting_flags Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the underwriting flag (ULID)
policy_locatorchar(26)noIdentifier of the policy the underwriting flag is associated with (ULID)
transaction_locatorchar(26)noIdentifier of the transaction the underwriting flag is associated with (ULID)
segment_locatorchar(26)yesIdentifier of the segment the underwriting flag is associated with (ULID)
segment_element_locatorchar(26)yesIdentifier of the policy element the underwriting flag is associated with (ULID)
element_categoryvarchar(128)yesThe category the associated element type is based on
element_typevarchar(128)yesThe configured type the associated element is based on
levelvarchar(128)noThe level of the underwriting flag
notevarchar(1024)yesThe custom note associated with the underwriting flag
task_locatorchar(26)yesIdentifier of the task associated with the underwriting flag (ULID)
created_bychar(36)yesIdentifier of the user that created the underwriting flag (UUID)
created_time_utcdatetime(6)noTime in UTC the underwriting flag was created
cleared_bychar(36)yesIdentifier of the user that cleared the underwriting flag (UUID)
cleared_time_utcdatetime(6)yesTime in UTC the underwriting flag was cleared
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_auto_renewals Table

See the Policy Auto-Renewal API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the policy auto-renewal (ULID)
term_locatorchar(26)noIdentifier of the term the auto-renewal is associated with (ULID)
policy_locatorchar(26)noIdentifier of the policy the auto-renewal is associated with (ULID)
statevarchar(50)noCurrent state of the auto-renewal
renewal_transaction_typevarchar(128)noThe configured type of the renewal transaction
renewal_transaction_locatorchar(26)yesIdentifier of the renewal transaction (ULID), if created
new_term_durationint(11)yesDuration of the new term in units of the policy's duration_basis, if specified
renewal_transaction_create_time_utcdatetime(6)noTime in UTC scheduled for the renewal transaction creation
renewal_transaction_created_time_utcdatetime(6)yesTime in UTC the renewal transaction was created
renewal_transaction_accept_time_utcdatetime(6)yesTime in UTC scheduled for the renewal transaction acceptance
renewal_transaction_accepted_time_utcdatetime(6)yesTime in UTC the renewal transaction was accepted
renewal_transaction_issue_time_utcdatetime(6)yesTime in UTC scheduled for the renewal transaction issuance
renewal_transaction_issued_time_utcdatetime(6)yesTime in UTC the renewal transaction was issued
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_transaction_change_instructions Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the change instruction (ULID)
policy_locatorchar(26)noIdentifier of the policy the change instruction is associated with (ULID)
transaction_locatorchar(26)noIdentifier of the transaction the change instruction is associated with (ULID)
actionvarchar(50)noThe action to be performed by the change instruction
datalongtextyesStructured data defining the change instruction details
effective_time_utcdatetime(6)yesTime in UTC the change instruction becomes effective
static_locatorchar(26)yesStatic identifier of the element the change instruction applies to (ULID), if applicable
new_policy_end_time_utcdatetime(6)yesTime in UTC the policy ends, if the change instruction modifies it
trigger_billing_changeboolyesIndicates whether the change instruction should trigger billing changes
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_preferences Table

See the Policy Transactions API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
policy_locatorchar(26)noIdentifier of the policy the preferences are associated with (ULID)
transaction_locatorchar(26)no(PK) Identifier of the transaction the preferences are associated with (ULID)
billing_plan_namevarchar(128)yesName of the billing plan assigned to the policy, if any
billing_levelvarchar(128)yesLevel at which billing for the policy takes place (policy or account)
installment_weightsvarchar(1024)yesCustom weights for installment amounts, if specified
installment_plan_namevarchar(128)yesName of the installment plan assigned to the policy, if any
anchor_modevarchar(128)yesMode for anchoring installment generation timing
anchor_time_utcdatetime(6)yesTime in UTC to anchor installment generation, if applicable
anchor_typevarchar(128)yesType of anchor for installment generation timing
cadencevarchar(128)yesFrequency of installment generation (e.g., monthly, quarterly)
day_of_monthvarchar(128)yesDay of the month for installment generation, if applicable
day_of_weekvarchar(128)yesDay of the week for installment generation, if applicable
due_lead_daysvarchar(128)yesNumber of days before due date that invoices are generated
generate_lead_daysvarchar(128)yesNumber of days in advance to generate installments
max_installments_per_termintyesMaximum number of installments allowed per term, if specified
week_of_monthvarchar(128)yesWeek of the month for installment generation, if applicable
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

policy_status Table

This table contains one record per policy. Each record represents the current status of that policy. Multiple status fields may be true for a given policy.

See the Policy Status guide for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
policy_locatorchar(26)no(PK) Identifier of the policy the status record corresponds to (ULID)
on_risktinyint(1)noIndicates if the policy is in a status of onRisk
pendingtinyint(1)noIndicates if the policy is in a status of pending
expiredtinyint(1)noIndicates if the policy is in a status of expired
cancelledtinyint(1)noIndicates if the policy is in a status of cancelled
cancel_pendingtinyint(1)noIndicates if the policy is in a status of cancelPending
delinquenttinyint(1)noIndicates if the policy is in a status of delinquent
do_not_renewtinyint(1)noIndicates if the policy is in a status of doNotRenew
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

Billing Service Entity Tables

installments Table

See the Installments API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the installment (ULID)
account_locatorchar(26)noIdentifier of the account the installment is associated with (ULID)
due_time_utcdatetime(6)noTime in UTC the installment payment is due
generate_time_utcdatetime(6)noTime in UTC the installment was generated
autopay_time_utcdatetime(6)yesTime in UTC the installment payment execution will be triggered
currencyvarchar(128)noCurrency of the installment
timezonevarchar(128)noTimezone in which the installment was generated
coverage_durationdecimal(19,3)noDuration of coverage represented by the installment
coverage_start_time_utcdatetime(6)noTime in UTC when coverage for the installment begins
coverage_end_time_utcdatetime(6)noTime in UTC when coverage for the installment ends
installment_durationdecimal(19,3)noDuration of the installment period
installment_start_time_utcdatetime(6)noTime in UTC when the installment period begins
installment_end_time_utcdatetime(6)noTime in UTC when the installment period ends
installment_frame_indexint(11)noIndex of the installment within the billing frame sequence
installment_lattice_locatorchar(26)noIdentifier of the installment lattice that this installment corresponds from
installment_settings_locatorchar(26)yesIdentifier of the installment settings locator that applies to this installment
reversal_of_locatorchar(26)yesIdentifier of the installment that this installment is a reversal of, if applicable
migrated_from_locatorchar(26)yesIdentifier of the installment that this installment was migrated from, in the case of a billing mode change
enhanced_by_plugintinyint(1)yesIndicates if this installment was enhanced by the Installment Plugin or follows default installment settings
created_bychar(36)noIdentifier of the user that created the installment (UUID)
created_at_utcdatetime(6)noTime in UTC the installment was created
updated_bychar(36)noIdentifier of the user that last updated the installment (UUID)
updated_at_utcdatetime(6)noTime in UTC the installment was last updated
invoice_locatorchar(26)yesIdentifier of the invoice the installment is associated with (ULID), if any
policy_locatorchar(26)yesIdentifier of the policy the installment is associated with (ULID), if any
term_locatorchar(26)yesIdentifier of the term the installment is associated with (ULID), if any
quote_locatorchar(26)yesIdentifier of the quote the installment is associated with (ULID), if any
transaction_locatorchar(26)yesIdentifier of the transaction that triggered the installment (ULID), if any
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

installment_items Table

See the Installments API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the installment item (ULID)
installment_locatorchar(26)noIdentifier of the installment the installment item is associated with (ULID)
charge_locatorchar(26)noIdentifier of the charge the installment item is associated with (ULID)
segment_element_locatorchar(26)noIdentifier of the segment element the installment item is associated with (ULID)
charge_categoryvarchar(128)noCategory of the associated charge
charge_typevarchar(128)noType of the associated charge
amountdecimal(19,3)noAmount of the installment item
created_time_utcdatetime(6)noTime in UTC the installment item was created
created_bychar(36)yesIdentifier of the user that created the installment item (UUID)
element_static_locatorchar(26)noStatic identifier of the associated segment element (ULID)
invoice_item_locatorchar(26)yesIdentifier of the associated invoice item (ULID), if any
reversal_of_locatorchar(26)yesIdentifier of the installment item reversed by this installment item (ULID), if any
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

invoices Table

See the Invoices API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the invoice (ULID)
account_locatorchar(26)noIdentifier of the account the invoice is associated with (ULID)
start_time_utcdatetime(6)noTime in UTC when the invoice period begins
end_time_utcdatetime(6)noTime in UTC when the invoice period ends
due_time_utcdatetime(6)noTime in UTC when the invoice is due
generated_time_utcdatetime(6)noTime in UTC the invoice was generated
currencyvarchar(128)noCurrency of the invoice
timezonevarchar(128)noTimezone in which the invoice was generated
invoice_statevarchar(50)noCurrent state of the invoice
invoice_numbervarchar(128)yesThe custom number assigned to the invoice, if any
total_amountdecimal(19,3)yesTotal amount of the invoice
total_remaining_amountdecimal(19,3)yesRemaining unpaid amount of the invoice
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

invoice_items Table

See the Invoices API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the invoice item (ULID)
invoice_locatorchar(26)noIdentifier of the invoice the item is associated with (ULID)
timezonevarchar(128)noTimezone for the invoice item
amountdecimal(19,3)yesAmount of the invoice item
charge_categoryvarchar(128)noCategory of the associated charge
charge_typevarchar(128)noConfigured type of the associated charge
policy_locatorchar(26)yesIdentifier of the policy the invoice item is associated with (ULID), if any
quote_locatorchar(26)yesIdentifier of the quote the invoice item is associated with (ULID), if any
element_static_locatorchar(26)yesStatic identifier of the element associated with the invoice item (ULID), if any
remaining_amountdecimal(19,3)yesRemaining unpaid amount of the invoice item
settlement_time_utcdatetime(6)yesTime in UTC when the invoice item was fully settled
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

payments Table

See the Payments API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the payment (UUID)
currencyvarchar(128)noCurrency of the payment
payment_statevarchar(30)noCurrent state of the payment
amountdecimal(19,3)yesAmount of the payment
typevarchar(128)noThe configured type of the payment
created_bychar(36)noIdentifier of the user that created the payment (UUID)
created_at_utcdatetime(6)noTime in UTC the payment was created
account_locatorchar(26)yesIdentifier of the account the payment is associated with (ULID), if any
ext_cash_trx_locatorchar(26)yesIdentifier of the external cash transaction (ULID), if any
posted_at_utcdatetime(6)yesTime in UTC the payment was posted
remaining_amountdecimal(19,3)yesRemaining unapplied amount of the payment
reversal_reasonvarchar(1024)yesReason for the payment reversal, if reversed
reversed_at_utcdatetime(6)yesTime in UTC the payment was reversed
reversed_bychar(36)yesIdentifier of the user who reversed the payment (UUID)
aggregate_payment_locatorchar(26)yesIdentifier of the aggregate payment this payment belongs to (ULID), if any
payment_modevarchar(128)yesIndicates the mode of the payment (e.g., normal, aggregate)
retry_plan_namevarchar(128)yesName of the payment execution retry plan associated with the payment, if any
next_request_time_utcdatetime(6)yesTime in UTC the next payment request will be attempted
payment_numbervarchar(128)yesThe custom number assigned to the payment (if any)
anonymized_time_utcdatetime(6)yesTime in UTC the payment was anonymized
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

payment_data_extensions Table

See the Payments API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
payment_locatorchar(26)no(PK) Identifier of the payment the extension data is associated with (ULID)
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extensions data field
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

disbursements Table

See the Disbursements API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the disbursement (UUID)
currencyvarchar(128)noCurrency of the disbursement
disbursement_statevarchar(30)noCurrent state of the disbursement
amountdecimal(19,3)yesAmount of the disbursement
typevarchar(128)noThe configured type of the disbursement
created_bychar(36)noIdentifier of the user that created the disbursement (UUID)
created_at_utcdatetime(6)noTime in UTC the disbursement was created
account_locatorchar(26)yesIdentifier of the account the disbursement is associated with (ULID), if any
ext_cash_trx_locatorchar(26)yesIdentifier of the external cash transaction (ULID), if any
disbursement_numbervarchar(128)yesThe custom number assigned to the disbursement (if any)
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

disbursement_data_extensions Table

See the Disbursements API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
disbursement_locatorchar(26)no(PK) Identifier of the disbursement the extension data is associated with (ULID)
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extensions data field
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

delinquencies Table

See the Delinquency API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the delinquency (ULID)
account_locatorchar(26)noIdentifier of the account the delinquency is associated with (ULID)
timezonevarchar(128)noTimezone for the delinquency
delinquency_statevarchar(52)noCurrent state of the delinquency
advance_lapse_tovarchar(128)noThe state to which the system should automatically advance the lapse transaction
grace_period_daysint(11)noNumber of days in the grace period before lapse
lapse_transaction_typevarchar(128)noThe configured type of lapse transaction to be created
delinquency_levelvarchar(128)yesLevel at which the delinquency is applied. Value may be policy or invoice
created_at_utcdatetime(6)noTime in UTC the delinquency was created
updated_at_utcdatetime(6)noTime in UTC the delinquency was last updated
grace_end_at_utcdatetime(6)yesTime in UTC when the grace period ends
grace_started_at_utcdatetime(6)yesTime in UTC when the grace period started
lapse_transaction_effective_date_utcdatetime(6)yesEffective date in UTC for the lapse transaction, if applicable
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

delinquency_references Table

This table contains multiple records per delinquency. Each record represents a relationship between a delinquency and another entity, such as a policy or invoice.

See the Delinquency API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the delinquency reference (ULID)
delinquency_locatorchar(26)noIdentifier of the delinquency that the referenced entity is associated with (ULID)
reference_locatorchar(26)noIdentifier of the reference, with referenced entity defined by reference_type (ULID)
reference_typevarchar(128)noReference type of the delinquency reference, with possible values listed as referenceType in DelinquencyReference
transaction_locatorchar(26)yesIdentifier of the lapse transaction associated with this delinquency reference
preempting_lapse_transaction_locatorchar(26)yesIdentifier of the lapse transaction associated with another delinquency reference that preempts this one
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

billing_holds Table

See the Billing Holds API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the billing hold (ULID)
account_locatorchar(26)noIdentifier of the account the billing hold is associated with (ULID)
hold_statevarchar(50)noCurrent state of the billing hold
target_typevarchar(50)noThe type of entity the billing hold applies to
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

write_offs Table

See the Write-Offs API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the write-off (ULID)
account_locatorchar(26)noIdentifier of the account the write-off is associated with (ULID)
currencyvarchar(128)noCurrency of the write-off
write_off_statevarchar(30)noCurrent state of the write-off
amountdecimal(19,3)noAmount of the write-off
credit_typevarchar(128)noType of credit associated with the write-off
created_bychar(36)noIdentifier of the user that created the write-off (UUID)
created_at_utcdatetime(6)noTime in UTC the write-off was created
reversal_reasonvarchar(1024)yesReason for the write-off reversal, if reversed
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

credit_items Table

See the Credits API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
credit_locatorchar(26)no(PK) Identifier of the associated credit (ULID), with referenced entity defined by credit_type
credit_typevarchar(128)noType of the associated credit, with possible values listed as creditType in CreditResponse
container_locatorchar(26)no(PK) Identifier of the associated source or target container (ULID), with referenced entity defined by container_type
container_typevarchar(128)no(PK) Type of the associated container, with possible values listed as containerType in CreditItem
amountdecimal(19,3)yesAmount of the credit item
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

credit_distributions Table

See the Credit Distribution API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the credit distribution (ULID)
account_locatorchar(26)noIdentifier of the associated account (ULID)
currencyvarchar(128)noCurrency of the credit distribution
credit_distribution_statevarchar(30)noState in which the credit distribution currently resides, with possible values listed as creditDistributionState in CreditDistributionResponse
amountdecimal(19,3)noAmount of the credit distribution
created_time_utcdatetime(6)noTime in UTC the credit distribution was created
created_bychar(36)yesIdentifier of the user that created the credit distribution (UUID)
execution_time_utcdatetime(6)yesTime in UTC the credit distribution was executed
reversal_reasonvarchar(1024)yesReason for the credit distribution reversal
reversal_time_utcdatetime(6)yesTime in UTC the credit distribution was reversed
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

ledger_accounts Table

See the Accounting API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
reference_typechar(68)no(PK) Reference type of the ledger account balance, with possible values listed as referenceType in LedgerAccountResponse
reference_locatorchar(26)no(PK) Identifier of the reference, with referenced entity defined by reference_type (ULID)
currencyvarchar(128)no(PK) Currency of the ledger account balance
balancedecimal(19,3)noBalance of the ledger account
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

ledger_account_line_items Table

See the Accounting API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
reference_typechar(68)no(PK) Reference type of the ledger account line item, with possible values listed as referenceType in LedgerAccountResponse
reference_locatorchar(26)no(PK) Identifier of the reference, with referenced entity defined by reference_type (ULID)
ordering_numberint(11)no(PK) Ordering number of the ledger account line item
fa_transaction_locatorchar(26)noUnique identifier of the financial accounting transaction (ULID)
fa_transaction_time_utcdatetime(6)noTime in UTC the financial accounting transaction was created
fa_transaction_notevarchar(128)yesNote associated with the financial accounting transaction
accounting_typevarchar(10)noIndicates the accounting side of the entry (debit or credit)
amountdecimal(19,3)noAmount of the ledger account line item
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

fa_transactions Table

See the Accounting API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the financial accounting transaction (ULID)
transaction_time_utcdatetime(6)noTime in UTC the financial accounting transaction was created
transaction_notevarchar(128)yesNote associated with the financial accounting transaction
currencyvarchar(128)noCurrency of the financial accounting transaction
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

fa_transaction_account_lines Table

See the Accounting API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
fa_transaction_locatorchar(26)no(PK) Unique identifier of the financial accounting transaction (ULID)
ordering_numberint(11)no(PK) Ordering number of the financial accounting transaction account line
reference_typechar(68)noReference type of the financial accounting transaction account line, with possible values listed as referenceType in LedgerAccountResponse
reference_locatorchar(26)noIdentifier of the reference, with referenced entity defined by reference_type (ULID)
accounting_typevarchar(10)noIndicates the accounting side of the entry (debit or credit)
amountdecimal(19,3)noAmount of the financial accounting transaction account line
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

installment_settings Table

See the Installment Lattices API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the installment settings (UUID)
installment_weightsvarchar(1024)yesCustom weights for installment amounts, if specified
anchor_modevarchar(128)noMode for anchoring installment generation timing
anchor_time_utcdatetime(6)yesTime in UTC to anchor installment generation, if applicable
anchor_typevarchar(128)yesType of anchor for installment generation timing
cadencevarchar(128)noFrequency of installment generation (e.g., monthly, quarterly)
day_of_monthvarchar(128)yesDay of the month for installment generation, if applicable
day_of_weekvarchar(128)yesDay of the week for installment generation, if applicable
week_of_monthvarchar(128)yesWeek of the month for installment generation, if applicable
due_lead_daysvarchar(128)noNumber of days before due date that invoices are generated
generate_lead_daysvarchar(128)noNumber of days in advance to generate installments
autopay_lead_daysvarchar(128)yesNumber of days in advance of the due date to trigger autopay for an invoice
max_installments_per_termint(11)yesMaximum number of installments allowed per term, if specified
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

Claims Service Entity Tables

fnols Table

See the FNOL API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the first notice of loss or FNOL (UUID)
typevarchar(128)noThe configured type of the FNOL
fnol_statevarchar(128)noCurrent state of the FNOL
account_locatorchar(26)yesIdentifier of the account the FNOL is associated with (ULID), if any
policy_locatorchar(26)yesIdentifier of the policy the FNOL is associated with (ULID), if any
segment_locatorchar(26)yesIdentifier of the segment the FNOL is associated with (ULID), if any
regionvarchar(128)yesThe region assigned to the FNOL, if any
fnol_numbervarchar(128)yesThe custom number assigned to the FNOL, if any
created_bychar(36)noIdentifier of the user that created the FNOL (UUID)
created_at_utcdatetime(6)noTime in UTC the FNOL was created
updated_bychar(36)yesIdentifier of the user that last updated the FNOL (UUID)
updated_at_utcdatetime(6)yesTime in UTC the FNOL was last updated
incident_time_utcdatetime(6)yesTime in UTC when the incident occurred
incident_timezonevarchar(126)yesTimezone in which the incident occurred
incident_summarylongtextyesSummary description of the incident
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

fnol_data_extensions Table

See the FNOL API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
fnol_locatorchar(26)no(PK) Identifier of the FNOL the extension data is associated with (ULID)
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extensions data field
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

claims Table

See the FNOL API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the claim (ULID)
typevarchar(128)noThe configured type of the claim
fnol_locatorchar(26)yesIdentifier of the FNOL the claim is associated with (ULID)
created_bychar(36)noIdentifier of the user that created the claim (UUID)
created_at_utcdatetime(6)noTime in UTC the claim was created
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

claim_data_extensions Table

See the FNOL API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
claim_locatorchar(26)no(PK) Identifier of the claim the extension data is associated with (ULID)
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extensions data field
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

Work Management Service Entity Tables

tasks Table

See the Work Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the task (ULID)
task_categoryvarchar(128)noThe configured category of the task
task_typevarchar(128)noThe configured type of the task
task_statevarchar(128)noCurrent state of the task
descriptionvarchar(2048)yesThe description of the task, if any
task_numbervarchar(128)yesThe custom number assigned to the task, if any
deadline_time_utcdatetime(6)yesTime in UTC of the task deadline
assigned_tochar(36)yesIdentifier of the user that the task is assigned to (UUID)
completed_bychar(36)yesIdentifier of the user that completed the task (UUID)
completed_time_utcdatetime(6)yesTime in UTC the task was completed
created_bychar(36)noIdentifier of the user that created the task (UUID)
created_time_utcdatetime(6)noTime in UTC the task was created
updated_bychar(36)yesIdentifier of the user that last updated the task (UUID)
updated_time_utcdatetime(6)yesTime in UTC the task was last updated
deadline_time_utcdatetime(6)yesTime in UTC of the task deadline
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)yesTime in UTC the record was last updated

task_references Table

See the Work Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
task_locatorchar(26)no(PK) Identifier of the task associated with the referenced entity (ULID)
reference_locatorchar(26)no(PK) Identifier of the entity associated with the task, with referenced entity defined by reference_type (ULID)
reference_typevarchar(128)no(PK) Type of the associated entity, with possible values listed as referenceType in TaskReference
underwriting_flag_entity_typevarchar(128)yesIf reference_type = underwritingFlag, this indicates whether the flag is associated with a quote or policy
deletedtinyint(1)noIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

user_qualifications Table

See the Work Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
user_locatorchar(26)no(PK) Unique identifier of the user (UUID)
qualification_categoryvarchar(64)no(PK) The configured category of the qualification level assigned to the user
qualification_levelvarchar(64)no(PK) The qualification level assigned to the user
deletedtinyint(1)noTime in UTC the claim was created
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

user_associations Table

See the Work Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Identifier of the user association record (ULID)
user_locatorchar(36)noIdentifier of the user given the association (UUID)
user_association_rolevarchar(128)noThe role given to the user as part of the association
user_association_statevarchar(4096)noThe current state of the user association
reference_locatorchar(26)noIdentifier of the entity that is part of the association, with referenced entity defined by reference_type (ULID)
reference_typevarchar(128)no(PK) Type of the associated entity, with possible values listed as referenceType in UserAssociation
underwriting_flag_entity_typevarchar(128)yesIf reference_type = underwritingFlag, this indicates whether the flag is associated with a quote or policy
created_bychar(36)noIdentifier of the user that created the user association (UUID)
created_time_utcdatetime(6)noTime in UTC the user association was created
updated_bychar(36)yesIdentifier of the user that last updated the user association (UUID)
updated_time_utcdatetime(6)yesTime in UTC the user association was last updated
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

Producer Management Service Entity Tables

producers Table

See the Producer Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the producer (ULID)
producer_statevarchar(50)noCurrent state of the producer
producer_typevarchar(50)noThe configured type of the producer
parent_locatorchar(26)yesIdentifier of the producer's parent producer (ULID), if any
created_bychar(36)noIdentifier of the user that created the producer (UUID)
created_time_utcdatetime(6)noTime in UTC the producer was created
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

producer_data_extensions Table

See the Producer Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
producer_locatorchar(26)no(PK) Identifier of the producer the data is associated with (ULID)
producer_typevarchar(50)noThe configured type of the producer
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extension data field
deletedtinyint(1)noIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

producer_hierarchy Table

See the Producer Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
parent_locatorchar(26)no(PK) Identifier of the parent producer in the hierarchy (ULID)
child_locatorchar(26)no(PK) Identifier of the child producer in the hierarchy (ULID)
depthint(11)noThe number of levels between the parent and child producers in the hierarchy
deletedtinyint(1)noIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

producer_codes Table

See the Producer Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Unique identifier of the producer code (ULID)
producer_locatorchar(26)noIdentifier of the producer the producer code is associated with (ULID)
producer_code_statevarchar(30)noCurrent state of the producer code
producer_code_typevarchar(50)noThe configured type of the producer code
producer_codevarchar(128)yesThe code value assigned to the producer code (if any)
created_bychar(36)noIdentifier of the user that created the producer code (UUID)
created_time_utcdatetime(6)noTime in UTC the producer code was created
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

producer_code_data_extensions Table

See the Producer Management API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
producer_code_locatorchar(26)no(PK) Identifier of the producer code the data is associated with (ULID)
producer_code_typevarchar(50)noThe configured type of the producer code
producer_codevarchar(128)yesThe code value assigned to the producer code (if any)
field_name_md5char(32)no(PK) The MD5 hash of the field_name
field_namevarchar(4096)noThe key name of the extension data field
field_valuevarchar(1024)yesThe value of the extension data field
deletedtinyint(1)noIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

Auxiliary Data Service Entity Tables

aux_data Table

See the Aux Data API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorvarchar(64)no(PK) User-defined identifier for grouping auxiliary data keys (e.g., an entity locator or global)
key_namevarchar(126)no(PK) Name of the auxiliary data key, unique within the given locator
var_valuelongtextnoValue assigned to the auxiliary data key, stored as text
ui_typevarchar(64)noIndicates how the auxiliary data should appear in the UI; value may be normal, readonly, or hidden
created_time_utcdatetime(6)noTime in UTC the auxiliary data was created
updated_time_utcdatetime(6)noTime in UTC the auxiliary data was last updated
updated_bychar(36)yesIdentifier of the user who created the auxiliary data (UUID)
expiration_time_utcdatetime(6)yesTime in UTC the auxiliary data expires
aux_data_settings_namevarchar(128)yesName of the settings that apply to the auxiliary data
deletedtinyint(1)yesIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

diaries Table

See the Diary API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
locatorchar(26)no(PK) Identifier of the diary entry
reference_locatorvarchar(64)noIdentifier of the entity that is associated with the diary entry, with referenced entity defined by reference_type (ULID)
reference_typevarchar(32)noType of the associated entity, with possible values listed as referenceType in DiaryEntryResponse
underwriting_flag_entity_typevarchar(128)yesIf reference_type = underwritingFlag, this indicates whether the flag is associated with a quote or policy
diary_statevarchar(50)noCurrent state of the diary, with possible values listed as diaryState in DiaryEntryResponse
diary_categoryvarchar(256)yesAn optional category that can be given to a diary entry
contentslongtextnoContents of the diary entry, stored as text
created_bychar(36)noIdentifier of the user that created the diary entry (UUID)
created_time_utcdatetime(6)noTime in UTC the diary entry was created
updated_bychar(36)yesIdentifier of the user that last updated the diary entry (UUID)
updated_time_utcdatetime(6)yesTime in UTC the diary entry was last updated
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

Moratoriums Entity Tables

moratoriums Table

See the Moratoriums API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
moratorium_namevarchar(128)no(PK) Unique name of the moratorium
moratorium_typevarchar(128)noThe type of the moratorium
descriptionvarchar(512)yesThe description of the moratorium
application_modevarchar(128)noIndicates whether the moratorium applies to all eligible policies or whether there is an option to opt in or out. Value may be mandatory, optIn, or optOut
effective_time_utcdatetime(6)noTime in UTC the moratorium takes effect
end_time_utcdatetime(6)yesTime in UTC the moratorium ends
is_effective_time_waivedtinyint(1)yesIndicates whether eligible policies issued after the moratorium effective time are affected
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

moratorium_elections Table

See the Moratoriums API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
moratorium_namevarchar(128)no(PK) Unique name of the moratorium
entity_typevarchar(128)no(PK) The type of the entity associated with the moratorium election. Value may be quote or policy
entity_locatorchar(26)no(PK) The locator of the entity associated with the moratorium election (ULID)
electionvarchar(128)noThe election made for the moratorium. Value may be optIn or optOut
is_deletedtinyint(1)noIndicates whether the record has been deleted
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

moratorium_statuses Table

See the Moratoriums API for reference.

Column NameTypeNullableDescription
tenant_locatorchar(36)no(PK) Unique identifier of the tenant (UUID)
moratorium_namevarchar(128)no(PK) Unique name of the moratorium
entity_typevarchar(128)no(PK) The type of the entity associated with the moratorium status. Value may be quote or policy
entity_locatorchar(26)no(PK) The locator of the entity associated with the moratorium status (ULID)
is_applicabletinyint(1)noIndicates whether the moratorium is applicable to the associated entity
is_eligibletinyint(1)noIndicates whether the associated entity is eligible for the moratorium
is_in_scopetinyint(1)noIndicates whether the associated entity is governed by the moratorium based on both applicability and eligibility
application_modevarchar(128)noIndicates whether the moratorium applies to all eligible policies or whether there is an option to opt in or out. Value may be mandatory, optIn, or optOut
datalake_created_timestampdatetime(6)noTime in UTC the record was created
datalake_updated_timestampdatetime(6)noTime in UTC the record was last updated

On this page

Index of Tables
Policy Service Entity Tables
accounts Table
account_data_extensions Table
quotes Table
quote_data_extensions Table
quote_elements Table
quote_element_tree Table
quote_element_charges Table
quote_coverage_terms Table
quote_element_underwriting_flags Table
policies Table
terms Table
transactions Table
affected_transactions Table
segments Table
policy_data_extensions Table
policy_segment_elements Table
policy_element_tree Table
policy_element_charges Table
policy_coverage_terms Table
policy_element_underwriting_flags Table
policy_auto_renewals Table
policy_transaction_change_instructions Table
policy_preferences Table
policy_status Table
Billing Service Entity Tables
installments Table
installment_items Table
invoices Table
invoice_items Table
payments Table
payment_data_extensions Table
disbursements Table
disbursement_data_extensions Table
delinquencies Table
delinquency_references Table
billing_holds Table
write_offs Table
credit_items Table
credit_distributions Table
ledger_accounts Table
ledger_account_line_items Table
fa_transactions Table
fa_transaction_account_lines Table
installment_settings Table
Claims Service Entity Tables
fnols Table
fnol_data_extensions Table
claims Table
claim_data_extensions Table
Work Management Service Entity Tables
tasks Table
task_references Table
user_qualifications Table
user_associations Table
Producer Management Service Entity Tables
producers Table
producer_data_extensions Table
producer_hierarchy Table
producer_codes Table
producer_code_data_extensions Table
Auxiliary Data Service Entity Tables
aux_data Table
diaries Table
Moratoriums Entity Tables
moratoriums Table
moratorium_elections Table
moratorium_statuses Table