whitespace-platform

Descriptor

Candidate descriptor · transport http

Tools

• whoami — Get the calling user, their organisation, teams and channels.
• list_risk_summaries — List batches of risk summaries the caller can see; optionally filtered by an updated-since date or a POST filter payload.
• get_risk — Get a risk in JMRC (JSON Market Reform Contract) format.
• get_extended_mrc — Get the extended state of a risk — contract, questionnaire, written line sets, signed line sets, endorsement followers and provenance.
• list_risk_documents — List every document associated with a root risk.
• get_related_documents — Return documents of a given type (e.g. RWComment) for a risk.
• get_defined_data — Get all tagged contract data for a risk using the default Whitespace tagset.
• get_defined_data_by_tagset — Get tagged contract data using an alternative tagset — currently ACORDGPM, the ACORD Global Reinsurance and Large Commercial tag family.
• verify_defined_data — Validate a Defined Data payload before writing it. Whitespace recommends calling this first because an unacceptable payload returns 500 on the write.
• set_defined_data — Write tagged contract data to a risk through the Defined Data system.
• get_activity_history — Get the full time-stamped history of everything that has happened to a root risk.
• filter_activities — Fetch all activity visible to the user matching a specific activity type and optional date range. Requires exactly one activity string; call the help endpoint for the vocabulary.
• list_mrc_headings — Get the enumerated list of Market Reform Contract headings.
• check_mrc_heading — Check whether a line-item heading maps to one of the enumerated MRC headings.
• list_corporates — List every organisation on the platform with its teams, users and channels — the directory used to resolve companyIDs, teamIDs and SUMO UserIDs.
• list_attachments — Get metadata for all attachments available on a risk.
• get_document — Fetch any platform document the caller is allowed to see, by document ID.
• export_contract_pdf — Return a PDF of the risk contract.
• create_draft_risk — Create a draft risk using the simplified input format. Broker only.
• show_to_lead_underwriter — Show a draft risk to an underwriter for quoting. Broker only.
• quote_on_request — Send a quote back to the broker without altering the quote request. Underwriter only.
• get_quote_details — Return the information the underwriter entered in the Quote Details pane.
• decline_quote_request — Decline a quote request. Underwriter only.
• mark_as_firm_order — Convert a quoted risk into a firm order. Broker only.
• request_written_line_sets — Send a firm order or bindable quote to a carrier for a written line. Broker only.
• write_line — Write a line to the risk — the underwriter's binding commitment to insure a percentage of the contract. Underwriter only.
• sign_sets — Sign the written lines on a firm order, promoting the risk to signed status. Broker only. This finalises the contract.
• create_endorsement — Create an endorsement to a firm order or signed contract. Broker only.
• accept_endorsement — Accept an endorsement as an underwriter. Underwriter only.
• complete_endorsement — Complete an endorsement and bind any notify parties to it. Broker only.

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