Financial Transactions

Financial transactions are detailed financial line items that are associated with invoices. When you query the Socotra API with the policy Check Invoices endpoint, you’ll get a response that includes both invoices and the financial transactions associated with each one.

For a given generated invoice, you can use the Financial Transactions endpoint to fetch its financial transactions.


Each financial transaction includes:

  • The type (one of premium, tax, fee, commission or holdback)

  • The amount

  • The startTimestamp and endTimestamp of the time period that the transaction covers

  • Locators for the associated peril characteristics and policy modification if applicable


Financial transactions across multiple policies can be retrieved with the Financial Transactions Report and the Paid Financial Transactions Report.