1Fort broker: clients API

openapi: 3.2.0
info:
  title: '1Fort API Documentation broker: clients API'
  description: '# 1Fort API


    REST API for the 1Fort insurance platform. This document is the authoritative

    map of the API surface; endpoints are grouped in the sidebar by **app** and

    **version**, and large apps are split into per-resource sub-groups.


    ## Authentication


    Almost every endpoint requires a **JWT access token**. Send it in the

    `Authorization` header as either `Bearer <token>` or `JWT <token>`. Tokens may

    also be presented as an HTTP-only cookie. Endpoints documented with no security

    requirement are intentionally public (for example sign-in, OTP and storefront

    endpoints).


    ## Multi-tenancy


    Resources are scoped to a tenant. Nested routes carry the owning resource id in

    the path (for example `/v2/broker/{business_pk}/applications`); a token is only

    authorised for the businesses its user may access. Object-level permissions are

    enforced per endpoint.


    ## Versioning


    `v2` endpoints live under `/apis/v2/...` and are the current surface. `v1`

    endpoints remain documented for compatibility. Endpoints marked **deprecated**

    are scheduled for removal; prefer the documented replacement.

    '
  termsOfService: https://www.1fort.com/
  license:
    name: Privately owned
  version: v1
servers:
- url: https://api.1fort.com/apis/
security:
- Bearer: []
tags:
- name: 'broker: clients'
  x-displayName: Clients
  description: '**Access:** requires a JWT access token.'
paths:
  /broker/{broker_pk}/clients/{client_pk}/agents:
    parameters:
    - name: broker_pk
      in: path
      required: true
      schema:
        type: string
    - name: client_pk
      in: path
      required: true
      schema:
        type: string
    get:
      operationId: broker_clients_agents_list
      description: ''
      parameters:
      - name: search
        in: query
        description: A search term.
        required: false
        schema:
          type: string
      - name: ordering
        in: query
        description: Which field to use when ordering the results.
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: Number of results to return per page.
        required: false
        schema:
          type: integer
      - name: offset
        in: query
        description: The initial index from which to return the results.
        required: false
        schema:
          type: integer
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                required:
                - count
                - results
                type: object
                properties:
                  count:
                    type: integer
                  next:
                    type:
                    - string
                    - 'null'
                    format: uri
                  previous:
                    type:
                    - string
                    - 'null'
                    format: uri
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/BrokerUserBusiness'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '500':
          description: Internal server error.
      tags:
      - 'broker: clients'
      summary: List Agents
  /broker/{broker_pk}/clients/{client_pk}/users:
    parameters:
    - name: broker_pk
      in: path
      required: true
      schema:
        type: string
    - name: client_pk
      in: path
      required: true
      schema:
        type: string
    get:
      operationId: broker_clients_users_list
      description: ''
      parameters:
      - name: search
        in: query
        description: A search term.
        required: false
        schema:
          type: string
      - name: ordering
        in: query
        description: Which field to use when ordering the results.
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: Number of results to return per page.
        required: false
        schema:
          type: integer
      - name: offset
        in: query
        description: The initial index from which to return the results.
        required: false
        schema:
          type: integer
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                required:
                - count
                - results
                type: object
                properties:
                  count:
                    type: integer
                  next:
                    type:
                    - string
                    - 'null'
                    format: uri
                  previous:
                    type:
                    - string
                    - 'null'
                    format: uri
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/BusinessUser'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '500':
          description: Internal server error.
      tags:
      - 'broker: clients'
      summary: List Users
  /broker/{broker_pk}/clients/{id}/agents:
    parameters:
    - name: broker_pk
      in: path
      required: true
      schema:
        type: string
    - name: id
      in: path
      description: A unique integer value identifying this business.
      required: true
      schema:
        type: integer
    post:
      operationId: broker_clients_add_agents
      description: ''
      responses:
        '201':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerClient'
        '400':
          description: Invalid input.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ValidationError'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '404':
          description: Object does not exist or caller has insufficient permissions to access it.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIException'
        '500':
          description: Internal server error.
      tags:
      - 'broker: clients'
      summary: Add agents
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BrokerClient'
        required: true
  /broker/{broker_pk}/clients/{id}/invite-remind:
    parameters:
    - name: broker_pk
      in: path
      required: true
      schema:
        type: string
    - name: id
      in: path
      description: A unique integer value identifying this business.
      required: true
      schema:
        type: integer
    get:
      operationId: broker_clients_client_invite_remind
      description: ''
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerClient'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '404':
          description: Object does not exist or caller has insufficient permissions to access it.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIException'
        '500':
          description: Internal server error.
      tags:
      - 'broker: clients'
      summary: Client invite remind
  /broker/{broker_pk}/clients/{id}/pre-filled-forms:
    parameters:
    - name: broker_pk
      in: path
      required: true
      schema:
        type: string
    - name: id
      in: path
      description: A unique integer value identifying this business.
      required: true
      schema:
        type: integer
    post:
      operationId: broker_clients_add_prefilled_forms
      description: ''
      responses:
        '201':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerClient'
        '400':
          description: Invalid input.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ValidationError'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '404':
          description: Object does not exist or caller has insufficient permissions to access it.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIException'
        '500':
          description: Internal server error.
      tags:
      - 'broker: clients'
      summary: Add prefilled forms
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BrokerClient'
        required: true
components:
  schemas:
    ApplicationPrefilledForm:
      required:
      - business
      type: object
      properties:
        id:
          title: Id
          type: string
          format: uuid
          readOnly: true
        created_at:
          title: Created at
          type: string
          format: date-time
          readOnly: true
        document_content:
          title: Document content
          type:
          - string
          - 'null'
        form:
          title: Form
          type: string
          readOnly: true
          format: uri
        application:
          title: Application
          type:
          - string
          - 'null'
          format: uuid
        created_by:
          title: Created by
          type:
          - integer
          - 'null'
          readOnly: true
        business:
          title: Business
          type: integer
    APIException:
      title: Generic API Error
      required:
      - detail
      type: object
      properties:
        detail:
          description: Error details
          type: string
    GenericError:
      title: Generic API Error
      required:
      - detail
      type: object
      properties:
        detail:
          description: Error details
          type: string
    BrokerClient:
      required:
      - name
      type: object
      properties:
        id:
          title: ID
          type: integer
          readOnly: true
        industry_classification:
          title: Industry classification
          type: string
          format: uuid
        subsidiaries:
          type: array
          items:
            $ref: '#/components/schemas/BusinessSubsidiary'
          readOnly: true
        broker_team:
          title: Broker team
          type: string
          readOnly: true
        prefilled_forms:
          type: array
          items:
            $ref: '#/components/schemas/ApplicationPrefilledForm'
          readOnly: true
        applicant_name:
          title: Applicant name
          type:
          - string
          - 'null'
          maxLength: 255
        applicant_email:
          title: Applicant email
          type:
          - string
          - 'null'
          format: email
          maxLength: 254
        applicant_phone:
          title: Applicant phone
          type:
          - string
          - 'null'
          maxLength: 255
        legal_entity:
          title: Legal entity
          type:
          - string
          - 'null'
          maxLength: 255
        address_line_1:
          title: Address line 1
          type:
          - string
          - 'null'
          maxLength: 255
        address_line_2:
          title: Address line 2
          type:
          - string
          - 'null'
          maxLength: 255
        city:
          title: City
          type:
          - string
          - 'null'
          maxLength: 255
        state_code:
          title: State code
          type:
          - string
          - 'null'
          maxLength: 2
        country_code:
          title: Country code
          type:
          - string
          - 'null'
          maxLength: 5
        zip_code:
          title: Zip code
          type:
          - string
          - 'null'
          maxLength: 10
        name:
          title: Name
          type: string
          maxLength: 255
          minLength: 1
        domain_name:
          title: Domain name
          type:
          - string
          - 'null'
          maxLength: 500
        has_no_domain_name:
          title: Has no domain name
          type: boolean
        industry:
          title: Industry
          type:
          - string
          - 'null'
          maxLength: 255
        number_of_employees:
          title: Number of employees
          type:
          - integer
          - 'null'
          maximum: 2147483647
          minimum: 0
        active:
          title: Active
          type: boolean
        description:
          title: Description
          type:
          - string
          - 'null'
        revenue:
          title: Revenue
          type:
          - integer
          - 'null'
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        state_of_incorporation:
          title: State of incorporation
          type:
          - string
          - 'null'
          maxLength: 2
        country_of_incorporation:
          title: Country of incorporation
          type:
          - string
          - 'null'
          maxLength: 2
        year_founded:
          title: Year founded
          type:
          - integer
          - 'null'
          maximum: 2147483647
          minimum: 0
        naics_code:
          title: Naics code
          type:
          - string
          - 'null'
          maxLength: 255
        ein:
          title: Ein
          type:
          - string
          - 'null'
          maxLength: 255
        is_franchise:
          title: Is franchise
          type:
          - boolean
          - 'null'
        premium_plan:
          title: Premium plan
          type:
          - boolean
          - 'null'
        is_test_account:
          title: Is test account
          type: boolean
        has_notified_clients_of_breach:
          title: Has notified clients of breach
          type:
          - boolean
          - 'null'
        has_notified_clients_of_breach_description:
          title: Has notified clients of breach description
          type:
          - string
          - 'null'
        has_been_investigated_for_privacy_violations:
          title: Has been investigated for privacy violations
          type:
          - boolean
          - 'null'
        has_been_investigated_for_privacy_violations_description:
          title: Has been investigated for privacy violations description
          type:
          - string
          - 'null'
        has_been_hacked_description:
          title: Has been hacked description
          type:
          - string
          - 'null'
        active_carriers:
          type:
          - array
          - 'null'
          items:
            title: Active carriers
            type: string
            maxLength: 255
            minLength: 1
        ownership_type:
          title: Ownership type
          type:
          - string
          - 'null'
          enum:
          - PUBLIC
          - PRIVATE
          - NONPROFIT
          - PUBLIC_SECTOR
          - PARTNERSHIP
          - NON_CORPORATES
        phone_number:
          title: Phone number
          type:
          - string
          - 'null'
          maxLength: 255
        security_contact_title:
          title: Security contact title
          type:
          - string
          - 'null'
          maxLength: 255
        security_email:
          title: Security email
          type:
          - string
          - 'null'
          format: email
          maxLength: 254
        security_phone_number:
          title: Security phone number
          type:
          - string
          - 'null'
          maxLength: 255
        name_of_security_contact:
          title: Name of security contact
          type:
          - string
          - 'null'
          maxLength: 255
        security_designation:
          title: Security designation
          type:
          - string
          - 'null'
        number_of_it_personnel:
          title: Number of it personnel
          type:
          - integer
          - 'null'
          maximum: 2147483647
          minimum: 0
        number_of_dedicated_security_personnel:
          title: Number of dedicated security personnel
          type:
          - integer
          - 'null'
          maximum: 2147483647
          minimum: 0
        help_center_url:
          title: Help center url
          type:
          - string
          - 'null'
          format: uri
          maxLength: 200
        carrier_page_url:
          title: Carrier page url
          type:
          - string
          - 'null'
          format: uri
          maxLength: 200
        company_updates_url:
          title: Company updates url
          type:
          - string
          - 'null'
          format: uri
          maxLength: 200
        terms_of_service_url:
          title: Terms of service url
          type:
          - string
          - 'null'
          format: uri
          maxLength: 200
        privacy_policy_url:
          title: Privacy policy url
          type:
          - string
          - 'null'
          format: uri
          maxLength: 200
        security_commitments_url:
          title: Security commitments url
          type:
          - string
          - 'null'
          format: uri
          maxLength: 200
        has_been_hacked:
          title: Has been hacked
          type:
          - boolean
          - 'null'
        income_coverage_limit:
          title: Income coverage limit
          type:
          - integer
          - 'null'
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        deductible:
          title: Deductible
          type:
          - integer
          - 'null'
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        retention:
          title: Retention
          type:
          - integer
          - 'null'
          maximum: 2147483647
          minimum: 0
        has_subsidiaries:
          title: Has subsidiaries
          type:
          - boolean
          - 'null'
        no_of_subsidiary:
          title: No of subsidiary
          type:
          - integer
          - 'null'
          maximum: 2147483647
          minimum: 0
        net_revenue:
          title: Net revenue
          type:
          - integer
          - 'null'
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        gross_profit:
          title: Gross profit
          type:
          - integer
          - 'null'
          maximum: 2147483647
          minimum: -2147483648
        last_year_revenue:
          title: Last year revenue
          type:
          - integer
          - 'null'
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        last_two_year_revenue:
          title: Last two year revenue
          type:
          - integer
          - 'null'
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        have_cyber_claim:
          title: Have cyber claim
          type:
          - boolean
          - 'null'
        cyber_claim_lost:
          title: Cyber claim lost
          type:
          - integer
          - 'null'
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        cyber_claim_description:
          title: Cyber claim description
          type:
          - string
          - 'null'
        potential_claim:
          title: Potential claim
          type:
          - boolean
          - 'null'
        potential_claim_description:
          title: Potential claim description
          type:
          - string
          - 'null'
        received_complaint:
          title: Received complaint
          type:
          - boolean
          - 'null'
        received_complaint_description:
          title: Received complaint description
          type:
          - string
          - 'null'
        owner_id:
          title: Owner id
          type:
          - string
          - 'null'
          maxLength: 255
        archived_at:
          title: Archived at
          type:
          - string
          - 'null'
          format: date-time
        broker_sharing_setting:
          title: Broker sharing setting
          type:
          - string
          - 'null'
          maxLength: 255
        carrier_sharing_setting:
          title: Carrier sharing setting
          type:
          - string
          - 'null'
          maxLength: 255
        store_pii:
          title: Store pii
          type:
          - boolean
          - 'null'
        social_security_numbers:
          title: Social security numbers
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        consumer_financial_information:
          title: Consumer financial information
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        payment_card_information:
          title: Payment card information
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        protected_health_information:
          title: Protected health information
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        biometric_information:
          title: Biometric information
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        social_security_numbers_on_paper_records:
          title: Social security numbers on paper records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        consumer_financial_information_on_paper_records:
          title: Consumer financial information on paper records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        payment_card_information_on_paper_records:
          title: Payment card information on paper records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        protected_health_information_on_paper_records:
          title: Protected health information on paper records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        biometric_information_on_paper_records:
          title: Biometric information on paper records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        social_security_numbers_electronic_records:
          title: Social security numbers electronic records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        consumer_financial_information_electronic_records:
          title: Consumer financial information electronic records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        payment_card_information_electronic_records:
          title: Payment card information electronic records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        protected_health_information_electronic_records:
          title: Protected health information electronic records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        biometric_information_electronic_records:
          title: Biometric information electronic records
          type:
          - string
          - 'null'
          enum:
          - '0'
          - <100K
          - 100K-500K
          - 500k - 1M
          - 1M - 2M
          - 2M - 5M
          - 5M - 10M
          - '>10M'
        is_pci_dss_compliant:
          title: Is pci dss compliant
          type:
          - boolean
          - 'null'
        has_reviewed_sensitive_data_policy:
          title: Has reviewed sensitive data policy
          type:
          - boolean
          - 'null'
        has_received_cyber_extortion_threat:
          title: Has received cyber extortion threat
          type:
          - boolean
          - 'null'
        has_experienced_cyber_attack_network_outage_wire_transfer_fraud:
          title: Has experienced cyber attack network outage wire transfer fraud
          type:
          - boolean
          - 'null'
        has_unscheduled_network_outage:
          title: Has unscheduled network outage
          type:
          - boolean
          - 'null'
        unscheduled_network_outage_description:
          title: Unscheduled network outage description
          type:
          - string
          - 'null'
        has_experienced_wire_transfer_fraud:
          title: Has experienced wire transfer fraud
          type:
          - boolean
          - 'null'
        wire_transfer_fraud_description:
          title: Wire transfer fraud description
          type:
          - string
          - 'null'
        has_experienced_cyber_attack:
          title: Has experienced cyber attack
          type:
          - boolean
          - 'null'
        cyber_attack_description:
          title: Cyber attack description
          type:
          - string
          - 'null'
        service_provider_outage_past_3_years:
          title: Service provider outage past 3 years
          type:
          - boolean
          - 'null'
        business_interruption_due_to_outage:
          title: Business interruption due to outage
          type:
          - boolean
          - 'null'
        it_budget:
          title: It budget
          type:
          - integer
          - 'null'
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        network_security_management:
          title: Network security management
          type:
          - string
          - 'null'
          enum:
          - OUTSOURCED
          - IN_HOUSE
        security_provider_name:
          title: Security provider name
          type:
          - string
          - 'null'
          maxLength: 255
        security_contact_person_name:
          title: Security contact person name
          type:
          - string
          - 'null'
          maxLength: 255
        security_contact_person_email:
          title: Security contact person email
          type:
          - string
          - 'null'
          format: email
          maxLength: 254
        has_revenue_outside_domicile:
          title: Has revenue outside domicile
          type:
          - boolean
          - 'null'
        revenue_outside_domicile_percentage:
          title: Revenue outside domicile percentage
          type:
          - integer
          - 'null'
          maximum: 2147483647
          minimum: 0
        has_recent_merger_acquisition:
          title: Has recent merger acquisition
          type:
          - boolean
          - 'null'
        merger_acquisition_details:
          title: Merger acquisition details
          type:
          - string
          - 'null'
        process_stores_or_handles_credit_card_transactions:
          title: Process stores or handles credit card transactions
          type:
          - boolean
          - 'null'
        business_email:
          title: Business email
          description: Auto-generated unique email @1fort.com
          type:
          - string
          - 'null'
          format: email
          maxLength: 254
        business_password:
          title: Business password
          description: Auto-generated secure password
          type:
          - string
          - 'null'
          maxLength: 255
        created_at:
          title: Created at
          type: string
          format: date-time
          readOnly: true
        deleted_at:
          title: Deleted at
          type:
          - string
          - 'null'
          format: date-time
        smtp_tls_status:
          title: Smtp tls status
          type: string
          enum:
          - active
          - inactive
          - unknown
        cyber_risk_areas_for_improvement:
          title: Cyber risk areas for improvement
          type:
          - string
          - 'null'
        cyber_risk_areas_of_strength:
          title: Cyber risk areas of strength
          type:
          - string
          - 'null'
        COI_vendor_tracking:
          title: COI vendor tracking
          type:
          - string
          - 'null'
          enum:
          - IN_PLACE
          - ACTIVELY_LOOKING
          - INTEND_TO_GET
          - NOT_USED
        employee_benefits_management_software:
          title: Employee benefits management software
          type:
          - string
          - 'null'
          enum:
          - IN_PLACE
          - ACTIVELY_LOOKING
          - INTEND_TO_GET
          - NOT_USED
        governance_risk_compliance_software:
          title: Governance risk compliance software
          type:
          - string
          - 'null'
          enum:
          - IN_PLACE
          - ACTIVELY_LOOKING
          - INTEND_TO_GET
          - NOT_USED
        security_monitoring:
          title: Security monitoring
          type:
          - string
          - 'null'
          enum:
          - IN_PLACE
          - ACTIVELY_LOOKING
          - INTEND_TO_GET
          - NOT_USED
        privacy_frameworks:
          title: Privacy frameworks
          type:
          - string
   

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# Full source: https://raw.githubusercontent.com/api-evangelist/1fort/refs/heads/main/openapi/1fort-broker-clients-api-openapi.yml