# Documentation

- [Socotra Documentation](/index.md): Developer docs for the Socotra Insurance Suite

## Getting Started Guide

- [Create a tenant configuration file](/getting-started/create-a-tenant-configuration-file.md)
- [Create a tenant](/getting-started/create-a-tenant.md)
- [Create a user](/getting-started/create-a-user.md)
- [Create an account](/getting-started/create-an-account.md)
- [Execute a quote to bind](/getting-started/execute-a-quote-to-bind.md)
- [Execute policy transactions](/getting-started/execute-policy-transactions.md)
- [Introduction to Socotra](/getting-started/introduction-to-socotra.md)
- [Log into Socotra](/getting-started/log-into-socotra.md)
- [Overview - Tenants](/getting-started/overview-tenants.md)
- [Set up Postman to use the Socotra API](/getting-started/set-up-postman-to-use-the-socotra-api.md)
- [Socotra sample Postman collection and environment](/getting-started/socotra-sample-postman-collection-and-environment.md)
- [Trigger billing, pay, and invoices](/getting-started/trigger-billing-pay-and-invoices.md)
- [Set up and use the Config SDK for tenant configuration](/getting-started/use-the-config-sdk-for-tenant-configuration.md)

## API Reference Guide

- [Accounting API](/api/accounting.md)
- [Accounts API](/api/accounts.md)
- [First Notice of Loss ("FNOL") API](/api/claims.md)
- [Contacts API](/api/contacts.md)
- [Documents API](/api/documents.md)
- [Overview](/api.md)
- [Migration API](/api/migration.md)
- [Moratoriums API (Beta)](/api/moratoriums.md)
- [Producer Management API](/api/producer-management.md)
- [Quick Quotes API](/api/quick-quotes.md)
- [Search API](/api/search.md)
- [Work Management API](/api/work-management.md)
- [Aux Data API](/api/aux-data/aux-data.md)
- [Diary API](/api/aux-data/diary.md)
- [Media API](/api/aux-data/media.md)
- [Account Balances API](/api/billing/account-balances.md)
- [Credit Distribution API](/api/billing/credit-distribution.md)
- [Credits API](/api/billing/credits.md)
- [Delinquency API](/api/billing/delinquency.md)
- [Disbursements API](/api/billing/disbursements.md)
- [Financial Instruments and External Cash Transactions API](/api/billing/financial-instruments.md)
- [Flat Charges API](/api/billing/flat-charges.md)
- [Billing Holds API](/api/billing/holds.md)
- [Billing API Index](/api/billing.md)
- [Installment Lattices API](/api/billing/installment-lattices.md)
- [Installments API](/api/billing/installments.md)
- [Invoices API](/api/billing/invoices.md)
- [Payment Execution API](/api/billing/payment-execution.md)
- [Payments API](/api/billing/payments.md)
- [Write-Offs API](/api/billing/write-offs.md)
- [Authentication API](/api/business-accounts/authentication.md)
- [Tenant Management API](/api/business-accounts/tenant-management.md)
- [User Management API](/api/business-accounts/user-management.md)
- [Anonymization API](/api/configuration-and-development/anonymization.md)
- [Automation Plugin API](/api/configuration-and-development/automation-plugin.md)
- [Data Access Controls API](/api/configuration-and-development/data-access-controls.md)
- [Data Access API](/api/configuration-and-development/data-access.md)
- [Configuration Deployments API](/api/configuration-and-development/deployments.md)
- [Developer API](/api/configuration-and-development/developer.md)
- [Identity Providers API](/api/configuration-and-development/identity-providers.md)
- [Jobs API](/api/configuration-and-development/jobs.md)
- [Logging API](/api/configuration-and-development/logging.md)
- [Passwords API](/api/configuration-and-development/passwords.md)
- [Webhooks API](/api/configuration-and-development/webhooks.md)
- [Diverted Events API](/api/events/diverted-events.md)
- [Events API](/api/events/events.md)
- [Policies API](/api/policy-management/policies.md)
- [Policy Holds API](/api/policy-management/policy-holds.md)
- [Policy Terms API](/api/policy-management/policy-terms.md)
- [Policy Transactions Schedules API](/api/policy-management/policy-transactions-schedules.md)
- [Policy Transactions API](/api/policy-management/policy-transactions.md)
- [Renewal Management and Auto-Renewal API](/api/policy-management/renewal-management.md)
- [Quotes Schedules API](/api/quotes/quotes-schedules.md)
- [Quotes API](/api/quotes/quotes.md)
- [Data Lake Delta Files API](/api/reporting/data-lake-delta-file.md)
- [Metrics API](/api/reporting/metrics.md)
- [Document Resources API](/api/resources/document-resources.md)
- [Resource Service API](/api/resources/resource-service.md)
- [Secrets API](/api/resources/secrets.md)
- [Tables API](/api/resources/tables.md)

## Configuration Guide

- [Custom Data Types](/configuration/data-extensions/custom-data-types.md)
- [Extension Data Constraints](/configuration/data-extensions/data-extension-constraints.md)
- [Data Extension Types](/configuration/data-extensions/data-extension-types.md)
- [Data Extensions](/configuration/data-extensions/overview.md)
- [Static Data](/configuration/data-extensions/static-data.md)
- [Socotra Assistant Configuration](/configuration/general-topics/assistant.md)
- [Availability](/configuration/general-topics/availability.md)
- [Configuration Bootstrap](/configuration/general-topics/bootstrap.md)
- [Configuration SDK](/configuration/general-topics/configuration-sdk.md)
- [Data Access Controls](/configuration/general-topics/data-access-controls.md)
- [Configuration Deployment](/configuration/general-topics/deployment.md)
- [Entity Numbering](/configuration/general-topics/entity-numbering.md)
- [Event Definitions](/configuration/general-topics/event-definitions.md)
- [Events](/configuration/general-topics/events.md)
- [External Numbering Support](/configuration/general-topics/external-numbering-support.md)
- [Identifiers](/configuration/general-topics/identifiers.md)
- [Single Sign-On (SSO)](/configuration/general-topics/identity-providers.md)
- [Quantifiers](/configuration/general-topics/quantifiers.md)
- [Configuration Redeployment](/configuration/general-topics/redeployment.md)
- [Regions](/configuration/general-topics/regions.md)
- [Custom Scheduled Events](/configuration/general-topics/scheduled-events.md)
- [Webhooks](/configuration/general-topics/webhooks.md)
- [Automation Plugin](/configuration/plugins/automation.md)
- [Autopay Plugin](/configuration/plugins/autopay.md)
- [Cancellation Plugin](/configuration/plugins/cancellation.md)
- [Document Data Snapshot Plugin](/configuration/plugins/document-data-snapshot.md)
- [Document Selection Plugin](/configuration/plugins/document-selection.md)
- [Installments Plugin](/configuration/plugins/installments.md)
- [Integrations Plugin](/configuration/plugins/integrations.md)
- [Plugins Overview](/configuration/plugins/overview.md)
- [Payment Post-Processing Plugin](/configuration/plugins/payment-post-processing.md)
- [Precommit Plugin](/configuration/plugins/precommit.md)
- [Rating Plugin](/configuration/plugins/rating.md)
- [Underwriting Plugin](/configuration/plugins/underwriting.md)
- [Validation Plugin](/configuration/plugins/validation.md)
- [Data Tables](/configuration/resources/data-tables.md)
- [Documents](/configuration/resources/documents.md)
- [Range Tables](/configuration/resources/range-tables.md)
- [Versioned Resource Selection](/configuration/resources/versioned-resource-selection.md)

## Feature Guide

- [Accounts](/features/accounts.md)
- [Business Accounts](/features/business-accounts.md)
- [Contact Management](/features/contacts.md)
- [Jurisdictions](/features/jurisdictions.md)
- [Migration](/features/migration.md)
- [Previews](/features/preview-operations.md)
- [Producer Management](/features/producer-management.md)
- [Schedules (Beta)](/features/schedules.md)
- [Search](/features/search.md)
- [Underwriting](/features/underwriting.md)
- [Auto Credit Application](/features/billing/auto-credit-application.md)
- [Autopay](/features/billing/autopay.md)
- [Backloading Installments](/features/billing/backloading-installments.md)
- [Billing Holds](/features/billing/billing-holds.md)
- [Credit Balances](/features/billing/credit-balances.md)
- [Credits from Policy Transactions and Billing Changes](/features/billing/credits-from-policy-transactions.md)
- [Delinquency Events](/features/billing/delinquency-events.md)
- [Delinquency](/features/billing/delinquency.md)
- [Disbursements](/features/billing/disbursements.md)
- [Early Invoicing](/features/billing/early-invoicing.md)
- [Excess Credits](/features/billing/excess-credits.md)
- [Flat Charges](/features/billing/flat-charges.md)
- [Installment Settings](/features/billing/installment-settings.md)
- [Installment Lattices](/features/billing/installments-and-installment-lattices.md)
- [Invoicing](/features/billing/invoicing.md)
- [Payment Execution Service](/features/billing/payment-execution-service.md)
- [Payment Shortfall Handling](/features/billing/payment-shortfall-handling.md)
- [Payments](/features/billing/payments.md)
- [Retention Charges](/features/billing/retention-charges.md)
- [Write-Offs](/features/billing/write-offs.md)
- [FNOL Coverage Checks](/features/claims/coverage-checks.md)
- [First Notice of Loss ("FNOL")](/features/claims/fnol.md)
- [Document Consolidation](/features/documents/document-consolidation.md)
- [Document Management](/features/documents/document-management.md)
- [Dynamic Documents](/features/documents/dynamic-documents.md)
- [Simplified Accounting Example](/features/financials/accounting-example.md)
- [Basic Double-Entry Accounting Primer](/features/financials/accounting-primer.md)
- [Charges](/features/financials/charges.md)
- [Durations](/features/financials/durations.md)
- [Rounding Service](/features/financials/rounding-service.md)
- [Moratoriums Billing Recovery (Beta)](/features/moratoriums/moratoriums-billing-recovery.md)
- [Moratoriums (Beta)](/features/moratoriums/moratoriums.md)
- [Coverage Terms](/features/policy-management/coverage-terms.md)
- [Out-of-Sequence Transactions](/features/policy-management/out-of-sequence-transactions.md)
- [Policy Elements](/features/policy-management/policy-elements.md)
- [Policy Holds](/features/policy-management/policy-holds.md)
- [Policy Status](/features/policy-management/policy-status.md)
- [Policy Transaction Stack](/features/policy-management/policy-transaction-stack.md)
- [Policy Transactions](/features/policy-management/policy-transactions.md)
- [Reinstatement](/features/policy-management/reinstatements.md)
- [Renewal Management and Auto-Renewal](/features/policy-management/renewal-management.md)
- [Transaction Branching and Invalidation](/features/policy-management/transaction-branching-and-invalidation.md)
- [Quick Quotes](/features/policy-quotation/quick-quotes.md)
- [Quote Groups](/features/policy-quotation/quote-groups.md)
- [Quotes](/features/policy-quotation/quotes.md)
- [Appointments](/features/producer-management/appointments.md)
- [Licenses](/features/producer-management/licenses.md)
- [Producer Management Overview](/features/producer-management/producer-management-overview.md)
- [Producers](/features/producer-management/producers.md)
- [Data Lake](/features/reporting/datalake.md)
- [Data Lake Delta Files](/features/reporting/delta-files.md)
- [Metrics](/features/reporting/metrics.md)
- [Diaries](/features/work-management/diaries.md)
- [Media](/features/work-management/media.md)
- [Tasks](/features/work-management/tasks.md)
- [User Associations](/features/work-management/user-associations.md)
- [Work Management Overview](/features/work-management/work-management-overview.md)
- [Workgroups](/features/work-management/workgroups.md)
- [Workplans](/features/work-management/workplans.md)
- [Audit Logging](/features/security/audit-logging.md)
- [Authentication and Identity](/features/security/authentication.md)
- [Data Access Controls](/features/security/data-access-controls.md)
- [Data Anonymization](/features/security/data-anonymization.md)
- [Data Masking](/features/security/data-masking.md)
- [Encryption](/features/security/encryption.md)
- [Password Policies](/features/security/password-policies.md)
- [PCI Compliance Position Statement](/features/security/pci-compliance-statement.md)
- [Comprehensive Permissions Listing](/features/security/permissions-listing.md)
- [Personal Access Tokens](/features/security/personal-access-tokens.md)
- [Security Standards and Regulations](/features/security/regulations.md)
- [Role-Based Access Control (RBAC)](/features/security/roles-and-permissions.md)
- [Secure Deployment](/features/security/secure-deployment.md)
- [Security Overview](/features/security/security-overview.md)
- [Data Lake Table Index](/features/reporting/tables.md)

## UI SDK Guide

- [Overview](/ui-sdk.md)
- [EC React Schemas](/ui-sdk/schemas.md)
- [EC React Utils](/ui-sdk/utils.md)
- [AccountForm](/ui-sdk/components/account-form.md)
- [DataPropertyForm](/ui-sdk/components/data-property-form.md)
- [DraftTransactionForm](/ui-sdk/components/draft-transaction-form.md)
- [ElementForm](/ui-sdk/components/element-form.md)
- [EC React Components](/ui-sdk/components.md)
- [InitializedTransactionForm](/ui-sdk/components/initialized-transaction-form.md)
- [NewDisbursementForm](/ui-sdk/components/new-disbursement-form.md)
- [PaymentForms](/ui-sdk/components/payment-forms.md)
- [PolicyForm](/ui-sdk/components/policy-form.md)
- [QuoteForm](/ui-sdk/components/quote-form.md)
- [Rendering Customizations](/ui-sdk/components/rendering-customizations.md)
- [Theming](/ui-sdk/components/theming.md)

## AI Guide

- [Socotra Assistant Actions](/ai-guide/assistant/actions.md)
- [Email Intake Workflow](/ai-guide/assistant/email-intake.md)
- [Getting Started](/ai-guide/assistant/getting-started.md)
- [Socotra Assistant Overview](/ai-guide/assistant/overview.md)
- [Socotra Assistant Setup Guide](/ai-guide/assistant/setup.md)
- [MCP Server Installation](/ai-guide/mcp-server/installation.md)
- [MCP Server Overview](/ai-guide/mcp-server/overview.md)
- [MCP Server Prompt Examples](/ai-guide/mcp-server/prompt-examples.md)
- [MCP Server Tools](/ai-guide/mcp-server/tools.md)

## Other Resources

- [Deprecated API Items](/other-resources/deprecations.md)
- [Open API Specification File](/other-resources/open-api-specification.md)
- [Release Notes Archive](/other-resources/release-notes-archive.md)
- [Release Notes](/other-resources/release-notes.md)

## Socotra Documentation

- [Transactions and Billing](/learning/transactions-and-billing.md)