Kota policyAmendmentIntents API
The policyAmendmentIntents API from Kota — 5 operation(s) for policyamendmentintents.
The policyAmendmentIntents API from Kota — 5 operation(s) for policyamendmentintents.
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openapi: 3.2.0
info:
title: Reference Policy Amendment Intents API
version: 1.0.0
servers:
- url: https://test.api.kota.io
description: test
- url: https://api.kota.io
description: production
tags:
- name: policyAmendmentIntents
paths:
/policies/{policy_id}/policy_amendment_intents:
get:
operationId: list-policy-amendment-intents
summary: List all policy amendment intents for a policy
description: Returns a paginated list of policy amendment intents for the specified policy. The intents are returned sorted by creation date, with the oldest intent appearing first.
tags:
- policyAmendmentIntents
parameters:
- name: policy_id
in: path
required: true
schema:
type: string
- name: status
in: query
description: 'Multiple values can be provided by separating them with a comma. Allowed values are: `action_required`, `awaiting_quote`, `pending_confirmation`, `processing`, `amended`, `processing_error`, `not_undertaken`.'
required: false
schema:
type: string
- name: page
in: query
description: The page of results to return. Defaults to 1 if not provided.
required: false
schema:
type: integer
- name: page_size
in: query
description: The number of results to return per page. Defaults to 10 if not provided. Maximum value is 100.
required: false
schema:
type: integer
- name: Authorization
in: header
description: Authorization header using the Bearer scheme
required: true
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PolicyAmendmentIntentResponsePagedList'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
post:
operationId: create-policy-amendment-intent
summary: Create a new policy amendment intent
description: Initiates a policy amendment (e.g. adding/removing dependents). The intent coordinates the amendment workflow including dependents sub-intent management, quote generation, employee confirmation, and provider processing.
tags:
- policyAmendmentIntents
parameters:
- name: policy_id
in: path
required: true
schema:
type: string
- name: Authorization
in: header
description: Authorization header using the Bearer scheme
required: true
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PolicyAmendmentIntentResponse'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CreatePolicyAmendmentIntentRequest'
/policies/{policy_id}/policy_amendment_intents/{policy_amendment_intent_id}:
get:
operationId: retrieve-policy-amendment-intent
summary: Retrieve a policy amendment intent
description: Retrieves a `policy_amendment_intent` object.
tags:
- policyAmendmentIntents
parameters:
- name: policy_id
in: path
required: true
schema:
type: string
- name: policy_amendment_intent_id
in: path
required: true
schema:
type: string
- name: Authorization
in: header
description: Authorization header using the Bearer scheme
required: true
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PolicyAmendmentIntentResponse'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
/policies/{policy_id}/policy_amendment_intents/{policy_amendment_intent_id}/confirm:
post:
operationId: confirm-policy-amendment-intent
summary: Confirm policy amendment intent
description: Confirms a policy amendment intent after the employee has reviewed and accepted the quote. The intent must be in `pending_confirmation` status with a valid quote. The confirmation deadline must not have passed.
tags:
- policyAmendmentIntents
parameters:
- name: policy_id
in: path
required: true
schema:
type: string
- name: policy_amendment_intent_id
in: path
required: true
schema:
type: string
- name: Authorization
in: header
description: Authorization header using the Bearer scheme
required: true
schema:
type: string
responses:
'204':
description: No Content
content:
application/json:
schema:
$ref: '#/components/schemas/Policy_Amendment_Intents_ConfirmPolicyAmendmentIntent_Response_204'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
/policies/{policy_id}/policy_amendment_intents/{id}/cancel:
post:
operationId: cancel-policy-amendment-intent
summary: Cancel a policy amendment intent
description: Cancels a policy amendment intent when the employee decides not to proceed. Can only cancel intents in `action_required` or `pending_confirmation` status.
tags:
- policyAmendmentIntents
parameters:
- name: policy_id
in: path
required: true
schema:
type: string
- name: id
in: path
required: true
schema:
type: string
- name: Authorization
in: header
description: Authorization header using the Bearer scheme
required: true
schema:
type: string
responses:
'204':
description: No Content
content:
application/json:
schema:
$ref: '#/components/schemas/Policy_Amendment_Intents_CancelPolicyAmendmentIntent_Response_204'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
/policies/{policy_id}/policy_amendment_intents/{id}/create_dependents_management_intent:
post:
operationId: create-dependents-management-intent-for-policy-amendment
summary: Create a dependents management intent for a policy amendment
description: Creates a dependents management intent as a sub-intent of a policy amendment intent. The sub-intent allows the platform to add or remove dependents from the policy. The policy amendment intent must be in `action_required` status with a `dependents` requested change.
tags:
- policyAmendmentIntents
parameters:
- name: policy_id
in: path
required: true
schema:
type: string
- name: id
in: path
required: true
schema:
type: string
- name: Authorization
in: header
description: Authorization header using the Bearer scheme
required: true
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DependentsManagementIntentResponse'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/ProblemDetails'
components:
schemas:
DependentsManagementIntentParentType:
type: string
enum:
- policy_amendment_intent
- enrolment_intent
title: DependentsManagementIntentParentType
PerMemberPricingResponse:
type: object
properties:
currency:
$ref: '#/components/schemas/CurrencyCode'
description: Currency code (e.g., 'eur', 'usd').
member_type_pricing:
type: array
items:
$ref: '#/components/schemas/MemberTypePricingResponse'
description: Pricing for each member type.
required:
- currency
- member_type_pricing
title: PerMemberPricingResponse
DependentsManagementIntentActionRequiredResponse:
type: object
properties:
code:
$ref: '#/components/schemas/DependentsManagementIntentActionCode'
description: The action code indicating what action is required.
reason:
type: string
description: Brief reason for the required action.
reason_description:
type: string
description: Detailed description of the required action. This is intended to be understandable by the end user.
due_by:
type: string
format: date-time
description: The deadline by which the action must be completed. The day is included (i.e. the action can be completed any time during this day in the user's local time).
required:
- code
- reason
- reason_description
- due_by
title: DependentsManagementIntentActionRequiredResponse
FamilyTierCode:
type: string
enum:
- single
- couple
- single_parent
- family
title: FamilyTierCode
MemberTypeCode:
type: string
enum:
- adult
- young_adult
- child
title: MemberTypeCode
PolicyAmendmentProcessingErrorResponse:
type: object
properties:
code:
$ref: '#/components/schemas/PolicyAmendmentIntentFailureCode'
description: The error code indicating why processing failed.
reason:
type: string
description: Brief reason for the processing error.
reason_description:
type: string
description: Detailed description of the processing error.
required:
- code
- reason
- reason_description
title: PolicyAmendmentProcessingErrorResponse
PlanCoverageOptionBenefitResponse:
type: object
properties:
name:
type: string
description: Benefit name.
description:
type:
- string
- 'null'
description: Benefit description.
required:
- name
title: PlanCoverageOptionBenefitResponse
PolicyAmendmentQuoteContributionsResponse:
type: object
properties:
employee_contribution:
$ref: '#/components/schemas/PolicyAmendmentQuoteAmountResponse'
description: Employee contribution amounts.
employer_contribution:
$ref: '#/components/schemas/PolicyAmendmentQuoteAmountResponse'
description: Employer contribution amounts.
total:
$ref: '#/components/schemas/PolicyAmendmentQuoteAmountResponse'
description: Total contribution amounts (sum of employee and employer).
required:
- employee_contribution
- employer_contribution
- total
title: PolicyAmendmentQuoteContributionsResponse
AssociatedPersonType:
type: string
enum:
- dependents
title: AssociatedPersonType
TierBasedPricingResponse:
type: object
properties:
currency:
$ref: '#/components/schemas/CurrencyCode'
description: Currency code (e.g., 'eur', 'usd').
tiers:
type: array
items:
$ref: '#/components/schemas/PricingTierResponse'
description: Pricing tiers for different family compositions.
required:
- currency
- tiers
title: TierBasedPricingResponse
PolicyAmendmentReasonResponse:
type: object
properties:
type:
$ref: '#/components/schemas/AmendmentReasonType'
description: Unique identifier of the amendment reason type.
qualifying_life_event:
$ref: '#/components/schemas/PolicyAmendmentQualifyingLifeEventResponse'
description: Details when `type` is `qualifying_life_event`.
required:
- type
title: PolicyAmendmentReasonResponse
PolicyAmendmentActionCode:
type: string
enum:
- provide_dependents_information
title: PolicyAmendmentActionCode
PolicyAmendmentQualifyingLifeEventResponse:
type: object
properties:
event:
$ref: '#/components/schemas/QualifyingLifeEventType'
description: The type of qualifying life event.
event_date:
type: string
format: date
description: The date when the qualifying life event occurred.
reason:
type:
- string
- 'null'
description: Additional reason or description for the qualifying life event.
required:
- event
- event_date
title: PolicyAmendmentQualifyingLifeEventResponse
EmployerEligibilityCriterionType:
type: string
enum:
- employees_count
- members_count
- industry_exclusions
title: EmployerEligibilityCriterionType
RequestedChangeType:
type: string
enum:
- dependents
- cancellation
title: RequestedChangeType
PricingTierResponse:
type: object
properties:
code:
$ref: '#/components/schemas/FamilyTierCode'
description: Tier code.
display_name:
type: string
description: Display name for the tier.
monthly_premium:
type: number
format: double
description: Monthly premium amount for this tier.
annual_premium:
type: number
format: double
description: Annual premium amount for this tier.
display_dependent_requirements:
type: string
description: Description of dependent requirements for this tier.
required:
- code
- display_name
- monthly_premium
- annual_premium
- display_dependent_requirements
title: PricingTierResponse
PolicyAmendmentIntentResponsePagedList:
type: object
properties:
items:
type: array
items:
$ref: '#/components/schemas/PolicyAmendmentIntentResponse'
description: A paginated array containing the response elements
page:
type: integer
description: The current page of the results
page_size:
type: integer
description: The number of results on this page. This can be different from the requested page size if the total number of results is less than the requested page size
total_count:
type: integer
description: The total number of elements available in the response. This is the total number of elements available across all pages, not just the current page.
has_next_page:
type: boolean
description: Whether there are more pages available after this page
has_previous_page:
type: boolean
description: Whether there are more pages available before this page
required:
- items
- page
- page_size
- total_count
title: PolicyAmendmentIntentResponsePagedList
CurrencyCode:
type: string
enum:
- eur
- aed
- afn
- xcd
- all
- amd
- aoa
- ars
- usd
- aud
- awg
- azn
- bam
- bbd
- bdt
- xof
- bgn
- bhd
- bif
- bmd
- bnd
- bob
- bov
- brl
- bsd
- inr
- btn
- nok
- bwp
- byn
- bzd
- cad
- xaf
- cdf
- chf
- che
- chw
- nzd
- clp
- clf
- cny
- cop
- cou
- crc
- cup
- cuc
- cve
- ang
- czk
- djf
- dkk
- dop
- dzd
- egp
- mad
- ern
- etb
- fjd
- fkp
- mdl
- gbp
- gel
- ghs
- gip
- gmd
- gnf
- gtq
- gyd
- hkd
- hnl
- hrk
- htg
- huf
- idr
- xdr
- ils
- iqd
- irr
- isk
- jmd
- jod
- jpy
- kes
- kgs
- khr
- kmf
- kpw
- krw
- kwd
- kyd
- kzt
- lak
- lbp
- lkr
- lrd
- lsl
- zar
- lyd
- mga
- mkd
- mmk
- mnt
- mop
- mru
- mur
- mvr
- mwk
- mxn
- mxv
- myr
- mzn
- nad
- xpf
- ngn
- nio
- npr
- omr
- pab
- pen
- pgk
- php
- pkr
- pln
- pyg
- qar
- ron
- rsd
- rub
- rwf
- sar
- sbd
- scr
- sdg
- sek
- sgd
- shp
- sll
- sos
- srd
- ssp
- stn
- svc
- xsu
- syp
- twd
- szl
- thb
- tjs
- tmt
- tnd
- top
- try
- ttd
- tzs
- uah
- ugx
- usn
- uyu
- uyi
- uyw
- uzs
- ves
- vnd
- vuv
- wst
- yer
- xua
- zmw
- zwl
title: CurrencyCode
DisclosureCategory:
type: string
enum:
- regulatory
- provider
- intermediary
title: DisclosureCategory
PolicyAmendmentIntentFailureCode:
type: string
enum:
- provider_rejected
- unable_to_quote
title: PolicyAmendmentIntentFailureCode
PolicyAmendmentReasonRequest:
type: object
properties:
type:
$ref: '#/components/schemas/AmendmentReasonType'
description: The type of amendment reason.
qualifying_life_event:
$ref: '#/components/schemas/QualifyingLifeEventSupplementalInfo'
description: Supplemental information required for qualifying life event amendments.
required:
- type
title: PolicyAmendmentReasonRequest
PolicyAmendmentQuoteAmountResponse:
type: object
properties:
net:
type: number
format: double
description: Net amount before tax.
tax:
type: number
format: double
description: Tax amount.
gross:
type: number
format: double
description: Gross amount (net + tax).
required:
- net
- tax
- gross
title: PolicyAmendmentQuoteAmountResponse
Policy_Amendment_Intents_CancelPolicyAmendmentIntent_Response_204:
type: object
properties: {}
description: Empty response body
title: Policy Amendment Intents_CancelPolicyAmendmentIntent_Response_204
DependentInfoResponse:
type: object
properties:
associated_person_id:
type: string
description: The associated person ID. Prefixed with `ap_`.
status:
$ref: '#/components/schemas/DependentsManagementIntentDependentStatus'
description: The status of this dependent in the dependents management intent.
coverage_selections:
type:
- array
- 'null'
items:
$ref: '#/components/schemas/PlanCoverageOptionSelectionResponse'
description: Coverage option selections for this dependent. Populated when member-scoped selections have been provided.
requirement_id:
type:
- string
- 'null'
format: uuid
description: The adaptive requirement ID for this dependent. Populated when the dependent has an open adaptive requirement (status is `pending_requirement`).
required:
- associated_person_id
- status
title: DependentInfoResponse
DependentsManagementIntentStatus:
type: string
enum:
- action_required
- processing
- completed
- not_undertaken
title: DependentsManagementIntentStatus
PolicyAmendmentRequiredActionResponse:
type: object
properties:
code:
$ref: '#/components/schemas/PolicyAmendmentActionCode'
description: The action code indicating what action is required.
reason:
type: string
description: Brief reason for the required action.
reason_description:
type: string
description: Detailed description of the required action.
due_by:
type: string
format: date
description: The deadline by which the action must be completed. The day is included (i.e. the action can be completed any time during this day in the user's local time).
associated_persons:
$ref: '#/components/schemas/PolicyAmendmentAssociatedPersonsResponse'
description: Information about associated persons related to this action.
required:
- code
- reason
- reason_description
- due_by
- associated_persons
title: PolicyAmendmentRequiredActionResponse
AmendmentReasonType:
type: string
enum:
- initial_adjustment_period
- qualifying_life_event
title: AmendmentReasonType
DependentsManagementIntentResponse:
type: object
properties:
id:
type: string
description: Unique identifier for the dependents management intent. Prefixed with `dmi_`.
object:
type: string
description: Object type identifier.
parent_intent_id:
type: string
description: The parent intent ID (e.g. Policy Amendment Intent ID). Prefixed based on type.
parent_intent_type:
$ref: '#/components/schemas/DependentsManagementIntentParentType'
description: The type of parent intent.
status:
$ref: '#/components/schemas/DependentsManagementIntentStatus'
description: Current status of the dependents management intent.
dependents:
type: array
items:
$ref: '#/components/schemas/DependentInfoResponse'
description: List of dependents being managed.
plan:
$ref: '#/components/schemas/PlanWithPricingResponse'
description: Plan information including pricing details.
coverage_options:
type:
- array
- 'null'
items:
$ref: '#/components/schemas/PlanCoverageResponse'
description: Available member-scoped coverage options for the plan. Present when the plan has member-scoped coverage configurations.
disclosures:
type: array
items:
$ref: '#/components/schemas/DisclosureResponse'
description: Disclosures associated with this intent.
action_required:
$ref: '#/components/schemas/DependentsManagementIntentActionRequiredResponse'
description: Details of the action required from the caller. Populated only when `status` is `action_required` and a required action has been recorded on the intent (e.g. restricted dependents detected by compliance screening).
required:
- id
- parent_intent_id
- parent_intent_type
- status
- dependents
- plan
- disclosures
title: DependentsManagementIntentResponse
Policy_Amendment_Intents_ConfirmPolicyAmendmentIntent_Response_204:
type: object
properties: {}
description: Empty response body
title: Policy Amendment Intents_ConfirmPolicyAmendmentIntent_Response_204
CreatePolicyAmendmentIntentRequest:
type: object
properties:
amendment_reason:
$ref: '#/components/schemas/PolicyAmendmentReasonRequest'
description: The reason for the policy amendment.
requested_changes:
type: array
items:
$ref: '#/components/schemas/PolicyAmendmentRequestedChangeRequest'
description: List of requested changes to the policy.
required:
- amendment_reason
- requested_changes
title: CreatePolicyAmendmentIntentRequest
DisclosureResponse:
type: object
properties:
category:
$ref: '#/components/schemas/DisclosureCategory'
description: The category of the disclosure.
type:
$ref: '#/components/schemas/DisclosureType'
description: The specific type of disclosure within its category.
text:
type: string
description: The disclosure statement text.
required:
- category
- type
- text
title: DisclosureResponse
DisclosureType:
type: string
enum:
- intermediary_role
- intermediary_commission
- underwriter_disclaimer
- anti_selection_notice
- statement_of_needs
- product_information
- pre_existing_conditions
- statutory_warning
title: DisclosureType
PlanCoverageOptionResponse:
type: object
properties:
id:
type: string
description: Unique identifier for this coverage option. Prefixed with `pco_`.
name:
type: string
description: Display name for this coverage option.
description:
type:
- string
- 'null'
description: Longer explanation of this coverage option.
learn_more_url:
type:
- string
- 'null'
description: Link to learn more about this coverage option.
from_price:
type:
- number
- 'null'
format: double
description: Lowest applicable monthly price for this coverage option.
benefits:
type:
- array
- 'null'
items:
$ref: '#/components/schemas/PlanCoverageOptionBenefitResponse'
description: Benefit items included with this coverage option.
sub_options:
type:
- array
- 'null'
items:
$ref: '#/components/schemas/PlanCoverageOptionResponse'
description: Nested sub-options available when this option is selected.
eligibility_criteria:
type:
- array
- 'null'
items:
$ref: '#/components/schemas/EmployerEligibilityCriterionResponse'
description: Eligibility criteria that must be met to select this coverage option.
required:
- id
- name
title: PlanCoverageOptionResponse
MembersCountDetails:
type: object
properties:
min:
type:
- integer
- 'null'
description: Minimum number of members required.
max:
type:
- integer
- 'null'
description: Maximum number of members allowed.
title: MembersCountDetails
PolicyAmendmentIntentStatus:
type: string
enum:
- action_required
- awaiting_quote
- pending_confirmation
- processing
- amended
- processing_error
- not_undertaken
title: PolicyAmendmentIntentStatus
QualifyingLifeEventType:
type: string
enum:
- gained_other_insurance_coverage
- divorce_or_legal_separation
- death_of_spouse_or_dependent
- moved_out_of_coverage_area
- employment_status_change_affecting_eligibility
- eligible_for_government_program
- marriage_or_civil_partnership
- birth_of_child
- adoption_of_child
- gained_legal_guardianship
- dependent_lost_other_coverage
- lost_legal_guardianship
- dependent_gained_other_coverage
- dependent_eligible_for_government_program
- dependent_aged_out
- dependent_student_status_change_affecting_eligibility
- dependent_moved_in_or_out_of_coverage_area
- other_change
title: QualifyingLifeEventType
DependentsManagementIntentDependentStatus:
type: string
enum:
- pending_confirmation
- action_required
- ineligible
- processing
- restricted
- ready
title: DependentsManagementIntentDependentStatus
PolicyAmendmentQuoteResponse:
type: object
properties:
currency:
type: string
description: Three-letter currency code (e.g., "EUR", "USD", "GBP") for all monetary amounts in this quote.
monthly:
$ref: '#/components/schemas/PolicyAmendmentQuoteContributionsResponse'
description: Monthly contribution breakdown for the policy amendment.
term:
$ref: '#/components/schemas/PolicyAmendmentQuoteContributionsResponse'
description: Total term contribution breakdown for the policy amendment.
required:
- currency
- monthly
- term
title: PolicyAmendmentQuoteResponse
PlanCoverageOptionInputType:
type: string
enum:
- single_select
- multi_select
title: PlanCoverageOptionInputType
EmployeesCountDetails:
type: object
properties:
min:
type:
- integer
- 'null'
description: Minimum number of employees required.
max:
type:
- integer
- 'null'
description: Maximum number of employees allowed.
title: EmployeesCountDetails
PolicyAmendmentIntentResponse:
type: object
properties:
id:
type: string
description: Unique identifier for the policy amendment intent. Prefixed with `pai_`.
object:
type: string
description: Object type identifier.
policy_id:
type: string
description: The policy ID for which the amendment is requested. Prefixed with `p_`.
status:
$ref: '#/components/schemas/PolicyAmendmentIntentStatus'
description: Current status of the policy amendment intent.
amendment_reason:
$ref: '#/components/schemas/PolicyAmendmentReasonResponse'
description: The reason for the policy amendment.
requested_changes:
type: array
items:
$ref: '#/components/schemas/PolicyAmendmentRequestedChangeResponse'
description: List of requested changes to the policy.
required_action:
$ref: '#/components/schemas/PolicyAmendmentRequiredActionResponse'
description: Information about the required action if the intent status is `action_required`.
pending_confirmation:
$ref: '#/components/schemas/PolicyAmendmentPendingConfirmationResponse'
description: Information about the pending confirmation if the intent status is `pending_confirmation`.
processing_error:
$ref: '#/components/schemas/PolicyAmendmentProcessingErrorResponse'
description: Information about the processing error if the intent status is `processing_error`.
disclosures:
type: array
items:
$ref:
# --- truncated at 32 KB (42 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/kota/refs/heads/main/openapi/kota-policyamendmentintents-api-openapi.yml