Socotra

Socotra Policy API

The Policy API from Socotra — 180 operation(s) for policy.

GitHub OpenAPI
Business capability
Policy Administration Management BC-2140

Operations 222

GET /policy/{tenantLocator}/transactions/{locator}/schedules/{staticElementLocator} Get transaction schedule #
POST /policy/{tenantLocator}/transactions/{locator}/schedules/{staticElementLocator} Upload transaction schedule #
PUT /policy/{tenantLocator}/transactions/{locator}/schedules/{staticElementLocator} Add transaction schedule #
PATCH /policy/{tenantLocator}/transactions/{locator}/schedules/{staticElementLocator} Update transaction schedule #
DELETE /policy/{tenantLocator}/transactions/{locator}/schedules/{staticElementLocator} Delete transaction schedule #
PUT /policy/{tenantLocator}/transactions/{locator}/elements Add elements to policy with transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/elements Update elements in policy with transaction #
DELETE /policy/{tenantLocator}/transactions/{locator}/elements Remove elements from policy with transaction #
PUT /policy/{tenantLocator}/transactions/{locator}/changeInstructions Create policy change instruction #
GET /policy/{tenantLocator}/quotes/{locator}/static Fetch static data for quote #
POST /policy/{tenantLocator}/quotes/{locator}/static Add static data for quote #
PUT /policy/{tenantLocator}/quotes/{locator}/static Replace all static data for quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/static Update static data for quote #
GET /policy/{tenantLocator}/quotes/{locator}/schedules/{staticElementLocator} Fetch schedule items #
POST /policy/{tenantLocator}/quotes/{locator}/schedules/{staticElementLocator} Upload schedule items #
PUT /policy/{tenantLocator}/quotes/{locator}/schedules/{staticElementLocator} Add schedule items #
PATCH /policy/{tenantLocator}/quotes/{locator}/schedules/{staticElementLocator} Update schedule items #
DELETE /policy/{tenantLocator}/quotes/{locator}/schedules/{staticElementLocator} Delete schedule items #
PUT /policy/{tenantLocator}/quotes/{locator}/elements Add elements to quote #
DELETE /policy/{tenantLocator}/quotes/{locator}/elements Remove elements from quote #
PUT /policy/{tenantLocator}/quickquotes/{locator}/elements Add elements to quick quote #
DELETE /policy/{tenantLocator}/quickquotes/{locator}/elements Delete elements from quick quote #
GET /policy/{tenantLocator}/policies/{locator}/static Fetch static data for policy #
POST /policy/{tenantLocator}/policies/{locator}/static Add static data for policy #
PUT /policy/{tenantLocator}/policies/{locator}/static Replace all static data for policy #
PATCH /policy/{tenantLocator}/policies/{locator}/static Update static data for policy #
PUT /policy/{tenantLocator}/policies/{locator}/moratoriums/elections Add policy moratorium elections #
DELETE /policy/{tenantLocator}/policies/{locator}/moratoriums/elections Delete policy moratorium elections #
PUT /policy/{tenantLocator}/holds Fetches all entity holds for the current user #
GET /policy/{tenantLocator}/autoRenewals/{locator} Fetch auto renewal #
PUT /policy/{tenantLocator}/autoRenewals/{locator} Put auto renewal #
PATCH /policy/{tenantLocator}/autoRenewals/{locator} Update auto renewal #
GET /policy/{tenantLocator}/accounts/{locator} Fetch account #
PUT /policy/{tenantLocator}/accounts/{locator} Update account replace data #
PATCH /policy/{tenantLocator}/accounts/{locator} Update account #
POST /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/reject Add reject underwriting flags for transaction #
POST /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/info Add info underwriting flags for transaction #
POST /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/decline Add decline underwriting flags for transaction #
POST /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/block Add block underwriting flags for transaction #
POST /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/approve Add approve underwriting flags for transaction #
POST /policy/{tenantLocator}/transactions/{locator}/schedules/{staticElementLocator}/deserialize Upload deserialized transaction schedule #
POST /policy/{tenantLocator}/transactions/{locator}/elements/constraints/evaluate Evaluate constraints for policy transaction #
POST /policy/{tenantLocator}/terms/{locator}/number/set Set term number #
POST /policy/{tenantLocator}/terms/{locator}/number/generate Generate term number #
POST /policy/{tenantLocator}/quotes Create quote #
GET /policy/{tenantLocator}/quotes/{quoteLocator}/contacts Fetch quote contacts #
POST /policy/{tenantLocator}/quotes/{quoteLocator}/contacts Add quote contact #
POST /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/reject Add underwriting reject flag for quote #
POST /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/info Add underwriting info flag for quote #
POST /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/decline Add underwriting decline flag for quote #
POST /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/block Add underwriting block flag for quote #
POST /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/approve Add underwriting approve flag for quote #
POST /policy/{tenantLocator}/quotes/{locator}/schedules/{staticElementLocator}/deserialize Upload deserialized schedule items #
POST /policy/{tenantLocator}/quotes/{locator}/reservedPolicyNumber/set Set reserved policy number #
POST /policy/{tenantLocator}/quotes/{locator}/number/set Set quote number #
POST /policy/{tenantLocator}/quotes/{locator}/number/generate Generate quote number #
POST /policy/{tenantLocator}/quotes/{locator}/copy Copy quote #
POST /policy/{tenantLocator}/quotes/{locator}/constraints/evaluate Evaluate constraints for quote #
POST /policy/{tenantLocator}/quotes/validatePreview Quote validate preview #
POST /policy/{tenantLocator}/quotes/pricePreview Quote price preview #
POST /policy/{tenantLocator}/quotes/groups Create quote group #
POST /policy/{tenantLocator}/quickquotes Create quick quote #
GET /policy/{tenantLocator}/quickquotes/{quoteLocator}/contacts Fetch quick quote contacts #
POST /policy/{tenantLocator}/quickquotes/{quoteLocator}/contacts Add quick quote contact #
POST /policy/{tenantLocator}/quickquotes/{locator}/quote/{accountLocator} Create quote from quick quote #
POST /policy/{tenantLocator}/quickquotes/{locator}/copy Copy quick quote #
POST /policy/{tenantLocator}/quickquotes/{locator}/constraints/evaluate Evaluate constraints for quick quote #
POST /policy/{tenantLocator}/quickquotes/validatePreview Quick quote validate preview #
POST /policy/{tenantLocator}/quickquotes/pricePreview Quick quote price preview #
GET /policy/{tenantLocator}/policies/{policyLocator}/contacts Fetch policy contacts #
POST /policy/{tenantLocator}/policies/{policyLocator}/contacts Add policy contact #
POST /policy/{tenantLocator}/policies/{locator}/quote Create quote from policy #
POST /policy/{tenantLocator}/policies/{locator}/number/set Set policy number #
POST /policy/{tenantLocator}/policies/{locator}/number/generate Generate policy number #
POST /policy/{tenantLocator}/autoRenewals Create auto renewal #
POST /policy/{tenantLocator}/accounts Create account #
POST /policy/{tenantLocator}/accounts/{locator}/number/set Set account number #
POST /policy/{tenantLocator}/accounts/{locator}/number/generate Generate account number #
POST /policy/{tenantLocator}/accounts/{locator}/constraints/evaluate Evaluate constraints for account #
GET /policy/{tenantLocator}/accounts/{accountLocator}/contacts Fetch account contacts #
POST /policy/{tenantLocator}/accounts/{accountLocator}/contacts Add account contact #
PATCH /policy/{tenantLocator}/transactions/{locator}/validate Validate transaction #
GET /policy/{tenantLocator}/transactions/{locator}/underwritingFlags Fetch underwriting flags for transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/underwritingFlags Update underwriting flags for policy transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/underwrite Underwrite transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/transactionData Patch transaction data #
PATCH /policy/{tenantLocator}/transactions/{locator}/reset Reset transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/refuse Refuse transaction #
GET /policy/{tenantLocator}/transactions/{locator}/price Fetch transaction pricing #
PATCH /policy/{tenantLocator}/transactions/{locator}/price Price transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/precommit Precommit transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/issue Issue transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/initialize Initialize transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/discard Discard transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/changeInstructions/{instructionLocator} Update change instruction #
DELETE /policy/{tenantLocator}/transactions/{locator}/changeInstructions/{instructionLocator} Delete change instruction from transaction #
PATCH /policy/{tenantLocator}/transactions/{locator}/accept Accept transaction #
PATCH /policy/{tenantLocator}/quotes/{quoteLocator}/contacts/{contactLocator} Update quote contact #
DELETE /policy/{tenantLocator}/quotes/{quoteLocator}/contacts/{contactLocator} Delete quote contact #
GET /policy/{tenantLocator}/quotes/{locator} Fetch quote #
PATCH /policy/{tenantLocator}/quotes/{locator} Update quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/validate Validate quote #
GET /policy/{tenantLocator}/quotes/{locator}/underwritingFlags Fetch underwriting flags for quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/underwritingFlags Update underwriting flags for quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/underwrite Underwrite quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/reset Reset quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/refuse Refuse quote #
GET /policy/{tenantLocator}/quotes/{locator}/price Fetch priced quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/price Price quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/precommit Precommit quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/issue Issue quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/invoiceFeeAmount Update quote invoice fee amount #
PATCH /policy/{tenantLocator}/quotes/{locator}/discard Discard quote #
PATCH /policy/{tenantLocator}/quotes/{locator}/delinquencyPlan Update quote delinquency plan #
PATCH /policy/{tenantLocator}/quotes/{locator}/billingLevel Update billing level for AQuote #
PATCH /policy/{tenantLocator}/quotes/{locator}/autoRenewalPlan Update quote auto renewal plan #
PATCH /policy/{tenantLocator}/quotes/{locator}/assignToGroup Assign quote group #
PATCH /policy/{tenantLocator}/quotes/{locator}/accept Accept quote #
GET /policy/{tenantLocator}/quotes/groups/{locator} Fetch quote group #
PATCH /policy/{tenantLocator}/quotes/groups/{locator} Update quote group #
DELETE /policy/{tenantLocator}/quotes/groups/{locator} Delete quote group #
PATCH /policy/{tenantLocator}/quotes/groups/{locator}/validate Validate quote group #
PATCH /policy/{tenantLocator}/quickquotes/{quoteLocator}/contacts/{contactLocator} Update quick quote contact #
DELETE /policy/{tenantLocator}/quickquotes/{quoteLocator}/contacts/{contactLocator} Delete quick quote contact #
GET /policy/{tenantLocator}/quickquotes/{locator} Fetch quick quote #
PATCH /policy/{tenantLocator}/quickquotes/{locator} Update quick quote #
PATCH /policy/{tenantLocator}/quickquotes/{locator}/validate Validate quick quote #
PATCH /policy/{tenantLocator}/quickquotes/{locator}/reset Reset quick quote #
GET /policy/{tenantLocator}/quickquotes/{locator}/price Fetch pricing for quick quote #
PATCH /policy/{tenantLocator}/quickquotes/{locator}/price Price AQuick quote #
PATCH /policy/{tenantLocator}/quickquotes/{locator}/discard Discard quick quote #
PATCH /policy/{tenantLocator}/policies/{policyLocator}/contacts/{contactLocator} Update policy contact #
DELETE /policy/{tenantLocator}/policies/{policyLocator}/contacts/{contactLocator} Delete policy contact #
PATCH /policy/{tenantLocator}/policies/{locator}/{transactionType} Create policy transaction #
PATCH /policy/{tenantLocator}/policies/{locator}/{transactionType}/validatePreview Transaction validate preview #
PATCH /policy/{tenantLocator}/policies/{locator}/{transactionType}/underwritePreview Underwrite preview #
PATCH /policy/{tenantLocator}/policies/{locator}/{transactionType}/pricePreview Transaction price preview #
PATCH /policy/{tenantLocator}/policies/{locator}/reversal Reverse policy change #
PATCH /policy/{tenantLocator}/policies/{locator}/renew Renew policy #
PATCH /policy/{tenantLocator}/policies/{locator}/reinstate Reinstate policy #
PATCH /policy/{tenantLocator}/policies/{locator}/jurisdiction Update policy jurisdiction #
PATCH /policy/{tenantLocator}/policies/{locator}/invoiceFeeAmount Update policy invoice fee amount #
PATCH /policy/{tenantLocator}/policies/{locator}/delinquencyPlan Update policy delinquency plan #
PATCH /policy/{tenantLocator}/policies/{locator}/change Change policy #
PATCH /policy/{tenantLocator}/policies/{locator}/cancel Cancel policy #
PATCH /policy/{tenantLocator}/policies/{locator}/billingLevel Update billing level for APolicy #
PATCH /policy/{tenantLocator}/policies/{locator}/autoRenewalPlan Update policy auto renewal plan #
GET /policy/{tenantLocator}/holds/{locator} Fetches an entity hold by its locator #
PATCH /policy/{tenantLocator}/holds/{locator} Updates an entity hold by its locator #
PATCH /policy/{tenantLocator}/holds/{locator}/validate Validates an entity hold by its locator #
PATCH /policy/{tenantLocator}/holds/{locator}/release Releases an entity hold by its locator #
PATCH /policy/{tenantLocator}/holds/{locator}/discard Discards an entity hold by its locator #
PATCH /policy/{tenantLocator}/holds/{locator}/activate Activates an entity hold by its locator #
PATCH /policy/{tenantLocator}/deserializeJobs/{locator}/terminate Terminate deserialization job #
PATCH /policy/{tenantLocator}/deserializeJobs/{locator}/restart Restart deserialization job #
PATCH /policy/{tenantLocator}/autoRenewals/{locator}/doNotRenew Mark policy for do not renew #
PATCH /policy/{tenantLocator}/autoRenewals/{locator}/discard Discard auto renewal #
PATCH /policy/{tenantLocator}/autoRenewals/{locator}/activate Reactivate auto renewal #
PATCH /policy/{tenantLocator}/accounts/{locator}/validate Validate account #
PATCH /policy/{tenantLocator}/accounts/{locator}/billingLevel Update billing level for an account #
PATCH /policy/{tenantLocator}/accounts/{accountLocator}/contacts/{contactLocator} Update account contact #
DELETE /policy/{tenantLocator}/accounts/{accountLocator}/contacts/{contactLocator} Delete account contact #
GET /policy/{tenantLocator}/transactions/{locator} Fetch transaction #
GET /policy/{tenantLocator}/transactions/{locator}/segments/{segmentLocator} Fetch policy segment ex #
GET /policy/{tenantLocator}/transactions/{locator}/segments/list Fetch transaction segments #
GET /policy/{tenantLocator}/transactions/{locator}/segment Fetch transaction segment #
GET /policy/{tenantLocator}/transactions/{locator}/schedules Get transaction schedules #
GET /policy/{tenantLocator}/transactions/{locator}/preferences Fetch preferences for ATransaction #
GET /policy/{tenantLocator}/transactions/{locator}/elements/constraints/dependency Fetch dependency map for policy transaction #
GET /policy/{tenantLocator}/transactions/{locator}/elements/changes Fetch policy transaction with updated changes #
GET /policy/{tenantLocator}/transactions/{locator}/affectedTransactions Fetch affected transactions #
GET /policy/{tenantLocator}/transactions/{locator}/affectedTransactions/list Fetch affected transactions for list endpoint #
GET /policy/{tenantLocator}/transactions/segments/{segmentLocator} Fetch policy segment #
GET /policy/{tenantLocator}/terms/{locator} Fetch term #
GET /policy/{tenantLocator}/terms/{locator}/summary Fetch term summary by term locator #
GET /policy/{tenantLocator}/terms/{locator}/payable Fetch term payable amounts #
GET /policy/{tenantLocator}/terms/{locator}/charges Fetch term charges #
GET /policy/{tenantLocator}/terms/numbers/{termNumber} Fetch terms with number #
GET /policy/{tenantLocator}/quotes/{locator}/static/history/list List static data for quote #
GET /policy/{tenantLocator}/quotes/{locator}/schedules Fetch schedules #
GET /policy/{tenantLocator}/quotes/{locator}/moratoriums Get quote moratoriums statuses #
GET /policy/{tenantLocator}/quotes/{locator}/holds Fetch quote holds #
GET /policy/{tenantLocator}/quotes/{locator}/constraints/dependency Fetch dependency map for quote #
GET /policy/{tenantLocator}/quotes/numbers/{quoteNumber} Fetch quotes with number #
GET /policy/{tenantLocator}/quotes/list Fetch quotes in ATenant #
GET /policy/{tenantLocator}/quotes/groups/{locator}/list Fetch all quotes in group #
GET /policy/{tenantLocator}/quotes/groups/name/{name} Fetch quote group by name #
GET /policy/{tenantLocator}/quotes/groups/list Fetch quote groups in ATenant #
GET /policy/{tenantLocator}/quotes/group/{locator}/list Fetch all quotes in group 1 #
GET /policy/{tenantLocator}/quickquotes/{locator}/constraints/dependency Fetch dependency map for quick quote #
GET /policy/{tenantLocator}/quickquotes/list Fetch multiple quick quotes #
GET /policy/{tenantLocator}/policies/{locator} Fetch policy #
GET /policy/{tenantLocator}/policies/{locator}/terms/list Fetch multiple terms #
GET /policy/{tenantLocator}/policies/{locator}/summary Fetch term summary by term number #
GET /policy/{tenantLocator}/policies/{locator}/static/history/list List static data for policy #
GET /policy/{tenantLocator}/policies/{locator}/snapshot Fetch policy snapshot #
GET /policy/{tenantLocator}/policies/{locator}/moratoriums Get policy moratoriums statuses #
GET /policy/{tenantLocator}/policies/{locator}/moratoriums/elections/history/list Get policy moratorium elections history #
GET /policy/{tenantLocator}/policies/{locator}/issuedTransactions/list Fetch issued transactions #
GET /policy/{tenantLocator}/policies/{locator}/holds Fetch policy holds #
GET /policy/{tenantLocator}/policies/{locator}/branches Get transactions branches by policy #
GET /policy/{tenantLocator}/policies/snapshot/list Fetch multiple snapshots #
GET /policy/{tenantLocator}/policies/numbers/{policyNumber} Fetch policies with number #
GET /policy/events Fetch policy event definitions #
GET /policy/{tenantLocator}/deserializeJobs/{locator} Fetch deserialize schedule items job #
GET /policy/{tenantLocator}/deserializeJobs/{jobType}/list List deserialize schedule items jobs #
GET /policy/{tenantLocator}/accounts/{locator}/quotes/list Fetch quotes for account #
GET /policy/{tenantLocator}/accounts/{locator}/policies/snapshot/list Fetch policy snapshots for an account #
GET /policy/{tenantLocator}/accounts/{locator}/policies/list Fetch policies for account #
GET /policy/{tenantLocator}/accounts/{locator}/constraints/dependency Fetch dependency map for account #
GET /policy/{tenantLocator}/accounts/numbers/{accountNumber} Fetch accounts with number #
GET /policy/{tenantLocator}/accounts/list Fetch multiple accounts #
DELETE /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/reject/{flagLocator} Clear reject underwriting flags for transaction #
DELETE /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/info/{flagLocator} Clear info underwriting flags for transaction #
DELETE /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/decline/{flagLocator} Clear decline underwriting flags for transaction #
DELETE /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/block/{flagLocator} Clear block underwriting flags for transaction #
DELETE /policy/{tenantLocator}/transactions/{locator}/underwritingFlags/approve/{flagLocator} Clear approve underwriting flags for transaction #
DELETE /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/reject/{flagLocator} Clear underwriting reject flag for quote #
DELETE /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/info/{flagLocator} Clear underwriting info flag for quote #
DELETE /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/decline/{flagLocator} Clear underwriting decline flag for quote #
DELETE /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/block/{flagLocator} Clear underwriting block flag for quote #
DELETE /policy/{tenantLocator}/quotes/{locator}/underwritingFlags/approve/{flagLocator} Clear underwriting approve flag for quote #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/socotra/refs/heads/main/openapi/socotra-policy-api-openapi.yml

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OpenAPI Specification

socotra-policy-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Socotra Insurance Suite OpenAPI Definition Policy API
  description: Socotra Insurance Suite API
  termsOfService: https://www.socotra.com
  version: v0
servers:
- url: /
  description: Generated server url
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/socotra/refs/heads/main/openapi/socotra-policy-api-openapi.yml