# Fintary AMS - Policies API

**Canonical:** https://apis.io/apis/fintary/fintary-ams-policies-api/  
**Provider:** Fintary — https://apis.io/providers/fintary/  
**Base URL:** https://api.fintary.com  
**Documentation:** https://api.fintary.com/openapi-doc

Fintary AMS - Policies API is one of 10 APIs that [Fintary](https://apis.io/providers/fintary/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include AMS - Policies. The published artifact set on APIs.io includes an OpenAPI specification, an API reference, and API documentation.

Policy management endpoints

## Operations (24)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (4)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/fintary/refs/heads/main/openapi/fintary-ams-policies-api-openapi.yml
- **APIReference** — https://api.fintary.com/openapi-doc
- **Documentation** — https://api.fintary.com/documentation
- **APIReference** — https://api.fintary.com/api-doc

## Other Fintary APIs (9)

- [Fintary Agents API](https://apis.io/apis/fintary/fintary-agents-api/)
- [Fintary AMS - Agents API](https://apis.io/apis/fintary/fintary-ams-agents-api/)
- [Fintary AMS - Configs API](https://apis.io/apis/fintary/fintary-ams-configs-api/)
- [Fintary AMS - Customers API](https://apis.io/apis/fintary/fintary-ams-customers-api/)
- [Fintary AMS - Registry API](https://apis.io/apis/fintary/fintary-ams-registry-api/)
- [Fintary AMS - Tasks API](https://apis.io/apis/fintary/fintary-ams-tasks-api/)
- [Fintary Analytics API](https://apis.io/apis/fintary/fintary-analytics-api/)
- [Fintary Commission Reports API](https://apis.io/apis/fintary/fintary-commission-reports-api/)
- [Fintary Documents API](https://apis.io/apis/fintary/fintary-documents-api/)

## Tags

AMS - Policies

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/fintary/fintary-ams-policies-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/fintary/.