Fintary

Fintary AMS - Policies API

Policy management endpoints

GitHub OpenAPI
Business capability
Policy Administration Management BC-2140

Operations 24

PATCH /api/ams/policies/{strId}/case-manager Update policy case manager #
GET /api/ams/policies/{strId}/commission Get policy commission info (receivables, payouts by role, statement totals) #
GET /api/ams/policies/{strId}/customers List customers associated with a policy #
DELETE /api/ams/policies/{strId}/documents/{documentStrId} Delete policy document #
GET /api/ams/policies/{strId}/documents/{documentStrId}/download Short-lived signed download URL for a policy document #
POST /api/ams/policies/{strId}/documents/finalize Finalize a policy document upload (phase 2 of two) #
GET /api/ams/policies/{strId}/documents List policy documents (Document Repository Service) #
POST /api/ams/policies/{strId}/documents Start a policy document upload (phase 1 of two) #
GET /api/ams/policies/{strId} Policy detail #
PATCH /api/ams/policies/{strId} Update policy #
DELETE /api/ams/policies/{strId} Delete policy #
PATCH /api/ams/policies/{strId}/status Change policy status #
PATCH /api/ams/policies/{strId}/tasks/{taskId} Update policy task #
DELETE /api/ams/policies/{strId}/tasks/{taskId} Delete policy task #
GET /api/ams/policies/{strId}/tasks List policy tasks #
POST /api/ams/policies/{strId}/tasks Create policy task #
GET /api/ams/policies/{strId}/team Get policy team #
PATCH /api/ams/policies/{strId}/team Update policy team #
PATCH /api/ams/policies/bulk-update Bulk update policies #
POST /api/ams/policies/filter-options Get filter option values for the policy list #
GET /api/ams/policies/filters Get policy list filter metadata #
POST /api/ams/policies Create a policy #
POST /api/ams/policies/list List policies with basic info #
GET /api/ams/policies/summary Policy summary grouped by status #

Documentation

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APIReference
https://api.fintary.com/openapi-doc
📖
Documentation
https://api.fintary.com/documentation
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APIReference
https://api.fintary.com/api-doc

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/fintary/refs/heads/main/openapi/fintary-ams-policies-api-openapi.yml

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OpenAPI Specification

fintary-ams-policies-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Fintary AMS API documentation AMS - Policies API
  version: '1.0'
  description: Policy management endpoints
security:
- BearerAuth: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/fintary/refs/heads/main/openapi/fintary-ams-policies-api-openapi.yml