InvitationController_invite
Request Body schema: application/json
policyId required | string Policy id |
customerId required | string Customer id |
branchId | string Branch id |
string Email address | |
type required | string Enum: "COMPANY" "EMPLOYEE" "BROKER" "POLICY_OWNER" "REINVITE" "ANONYMOUS" Invite type |
Responses
Request samples
- Payload
{- "policyId": "string",
- "customerId": "string",
- "branchId": "string",
- "email": "string",
- "type": "COMPANY"
}
Response samples
- 200
- 400
{- "token": "string"
}
InvitationController_adminInvite
Request Body schema: application/json
policyId required | string Policy id |
customerId required | string Customer id |
branchId | string Branch id |
string Email address | |
type required | string Enum: "COMPANY" "EMPLOYEE" "BROKER" "POLICY_OWNER" "REINVITE" "ANONYMOUS" Invite type |
Responses
Request samples
- Payload
{- "policyId": "string",
- "customerId": "string",
- "branchId": "string",
- "email": "string",
- "type": "COMPANY"
}
Response samples
- 200
- 400
{- "token": "string"
}
InvitationController_brokerInvite
Request Body schema: application/json
email required | string Email address to invite |
brokerageFirmId required | string Brokerage firm id |
permissions required | Array of strings Items Enum: "brokerage-firm:update" "brokerage-firm:broker:create" "brokerage-firm:broker:list" "brokerage-firm:broker:delete" "brokerage-firm:platform:config:update" "brokerage-firm:policies:list-all" Permissions |
firstName required | string First name |
lastName required | string Last name |
Responses
Request samples
- Payload
{- "email": "string",
- "brokerageFirmId": "string",
- "permissions": [
- "brokerage-firm:update"
], - "firstName": "string",
- "lastName": "string"
}
Response samples
- 200
- 400
{- "token": "string"
}
InvitationController_grant
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
token required | string Token |
Responses
Request samples
- Payload
{- "token": "string"
}
Response samples
- 200
- 400
- 404
- 409
{- "customerId": "string",
- "policyId": "string",
- "branchId": "string"
}
Get documents by ID with a signed URL
query Parameters
ids required | Array of strings the document ids to retrieve |
Responses
Response samples
- 200
{- "documents": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "name": "string",
- "path": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "signedUrl": "string"
}
]
}
Generate upload URL
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
name required | string the name of the document |
test required | boolean is it a test customer |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "test": true
}
Response samples
- 200
{- "url": "string",
- "id": "string"
}
List document templates
query Parameters
groupName | string The template group name to filter on |
Responses
Response samples
- 200
{- "data": [
- {
- "templateId": "string",
- "name": "string",
- "status": "string",
- "createdAt": "string",
- "updatedAt": "string",
- "groupName": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
DEBUG: List documents by metadata
Request Body schema: application/json
required | object the query to search for |
object the page info | |
object the sort options |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}
}
Response samples
- 200
{- "data": [
- {
- "templateId": "string",
- "name": "string",
- "status": "string",
- "createdAt": "string",
- "updatedAt": "string",
- "groupName": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
DEBUG: Create pdf
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
templateId required | string The template id to use |
required | Array of objects (BaseValue) The payload to use |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "templateId": "string",
- "payload": [
- {
- "type": "string",
- "key": "string",
- "value": { }
}
]
}
Response samples
- 200
{- "id": "string"
}
DEBUG: Zip documents
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
documents required | Array of objects the document ids to zip |
test | boolean is it a test document |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "documents": [
- { }
], - "test": true
}
Response samples
- 200
{- "type": "DOCUMENT",
- "id": "string"
}
DEBUG: List documents by metadata
Request Body schema: application/json
required | object the query to search for |
object the page info | |
object the sort options |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}
}
Response samples
- 200
{- "data": [
- {
- "templateId": "string",
- "name": "string",
- "status": "string",
- "createdAt": "string",
- "updatedAt": "string",
- "groupName": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
DEBUG: Create pdf
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
templateId required | string The template id to use |
required | Array of objects (BaseValue) The payload to use |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "templateId": "string",
- "payload": [
- {
- "type": "string",
- "key": "string",
- "value": { }
}
]
}
Response samples
- 200
{- "id": "string"
}
DEBUG: Zip documents
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
documents required | Array of objects the document ids to zip |
test | boolean is it a test document |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "documents": [
- { }
], - "test": true
}
Response samples
- 200
{- "type": "DOCUMENT",
- "id": "string"
}
DEBUG: List invoice by metadata
Request Body schema: application/json
required | object the query to search for |
object the page info | |
object the sort options | |
issuedFrom | string <date-time> retrieve invoices issued after this date (inclusive) |
issuedTo | string <date-time> retrieve invoices issued before this date (exclusive) |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}, - "issuedFrom": "2019-08-24T14:15:22Z",
- "issuedTo": "2019-08-24T14:15:22Z"
}
Response samples
- 200
{- "data": [
- {
- "templateId": "string",
- "name": "string",
- "status": "string",
- "createdAt": "string",
- "updatedAt": "string",
- "groupName": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
PaymentsController_createCustomer
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
name required | string the name of the customer |
test required | boolean is it a test customer |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "test": true
}
Response samples
- 200
{- "id": "string"
}
List payment customers
Request Body schema: application/json
required | object the query to search for |
object the page info | |
object the sort options |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}
}
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "name": "string",
- "createdAt": "2019-08-24T14:15:22Z"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
PaymentsController_createPayment
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
amountInEuroCents required | number the amount to charge in cents of euro |
stripeCustomerId required | string the id of the stripe customer |
paymentMode required | string Enum: "DIRECT_DEBIT" "BANK_TRANSFER" the payment mode |
paymentMethodId | string the id of the payment method |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "amountInEuroCents": 0,
- "stripeCustomerId": "string",
- "paymentMode": "DIRECT_DEBIT",
- "paymentMethodId": "string"
}
Response samples
- 200
- 404
{- "id": "string"
}
PaymentsController_setupIntent
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
stripeCustomerId required | string the id of the customer |
allowedPaymentMethods required | Array of strings the allowed payment methods |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "stripeCustomerId": "string",
- "allowedPaymentMethods": [
- "string"
]
}
Response samples
- 200
- 404
{- "clientSecret": "string"
}
Get payment methods associated to a customer
query Parameters
id required | string the id of the stripe customer |
Responses
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": { },
- "id": "string",
- "status": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z",
- "paymentMethodType": "card",
- "mandateDocumentId": "string",
- "last4": "string",
- "expirationMonth": 0,
- "expirationYear": 0,
- "billingDetails": {
- "name": "string",
- "email": "string",
- "phone": "string",
- "address": {
- "city": "string",
- "country": "string",
- "line1": "string",
- "line2": "string",
- "postalCode": "string",
- "state": "string"
}
}
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Get payments by customerId
path Parameters
customerId required | string |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": { },
- "id": "string",
- "status": "CREATED",
- "paymentMode": "DIRECT_DEBIT",
- "paymentMethodId": "string",
- "amountInEuroCents": 0,
- "refundableAmount": 0,
- "amountRefunded": 0,
- "amountToRefund": 0,
- "createdAt": "string",
- "cancellationReason": "string",
- "failureReason": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
PermissionsController_getUsers
query Parameters
ids required | Array of strings the user ids to retrieve |
Responses
Response samples
- 200
{- "users": [
- {
- "productId": "string",
- "userId": "string",
- "roles": [
- "string"
], - "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
], - "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z"
}
]
}
PermissionsController_createRole
Request Body schema: application/json
roleId required | string The ID of the role. |
required | Array of objects (Permission) The permissions associated with the user. |
Responses
Request samples
- Payload
{- "roleId": "string",
- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
Response samples
- 200
{- "roleId": "string",
- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
PermissionsController_getRoles
query Parameters
ids required | Array of strings the user ids to retrieve |
Responses
Response samples
- 200
{- "roles": [
- {
- "productId": "string",
- "roleId": "string",
- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
], - "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z"
}
]
}
PermissionsController_updateRole
path Parameters
roleId required | string |
Request Body schema: application/json
required | Array of objects (Permission) The permissions associated with the user. | ||||
Array
|
Responses
Request samples
- Payload
{- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
Response samples
- 200
{- "roleId": "string",
- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
attach roles by resources on a user
path Parameters
userId required | string |
Request Body schema: application/json
roles required | Array of strings User role ids |
Responses
Request samples
- Payload
{- "roles": [
- "string"
]
}
Response samples
- 200
{- "userId": "string",
- "roles": [
- "string"
]
}
detach roles by ressources on a user
path Parameters
userId required | string |
Request Body schema: application/json
roles required | Array of strings User role ids |
Responses
Request samples
- Payload
{- "roles": [
- "string"
]
}
Response samples
- 200
- 404
{- "userId": "string",
- "roles": [
- "string"
]
}
attach permissions by resources on a user
path Parameters
userId required | string |
Request Body schema: application/json
required | Array of objects (Permission) The permissions associated with the user. | ||||
Array
|
Responses
Request samples
- Payload
{- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
Response samples
- 200
{- "userId": "string",
- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
check permissions by resources on a user
path Parameters
userId required | string |
Request Body schema: application/json
permission required | string permission to check |
resources required | Array of strings resources to check |
Responses
Request samples
- Payload
{- "permission": "string",
- "resources": [
- "string"
]
}
Response samples
- 200
{ }
detach permissions by resources on a user
path Parameters
userId required | string |
Request Body schema: application/json
required | Array of objects (Permission) The permissions associated with the user. | ||||
Array
|
Responses
Request samples
- Payload
{- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
Response samples
- 200
- 404
{- "userId": "string",
- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
attach permissions by resources on a role
path Parameters
roleId required | string |
Request Body schema: application/json
required | Array of objects (Permission) The permissions associated with the role. | ||||
Array
|
Responses
Request samples
- Payload
{- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
Response samples
- 200
{- "roleId": "string",
- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
detach permissions by resources on a role
path Parameters
roleId required | string |
Request Body schema: application/json
required | Array of objects (Permission) The permissions associated with the role. | ||||
Array
|
Responses
Request samples
- Payload
{- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
Response samples
- 200
- 404
{- "roleId": "string",
- "permissions": [
- {
- "permissionId": "string",
- "resourceIds": [
- "string"
]
}
]
}
TEST send transactional email
Request Body schema: application/json
userId | string User ID |
scopes | Array of strings User Scopes |
tenantId required | string Unique identifier for the tenant |
productId | string Unique identifier for the product |
key required | string |
required | Array of objects (Metadata) metadata assigned to the object |
Responses
Request samples
- Payload
{- "userId": "string",
- "scopes": [
- "string"
], - "tenantId": "string",
- "productId": "string",
- "key": "string",
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
]
}
Response samples
- 400
null
ReportingController_updateInvoiceReportingTable
Request Body schema: application/json
customerId required | string the customer id |
timeZone required | string |
premiumSchedule required | Array of strings |
required | object (InvoicingConfigDto) |
object (RefundConfigDto) |
Responses
Request samples
- Payload
{- "customerId": "string",
- "timeZone": "string",
- "premiumSchedule": [
- "string"
], - "invoicingConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "refund": {
- "type": "FULL",
- "nonRefundableComponents": [
- "string"
]
}
}
QuoteController_getQuote
path Parameters
productId required | string |
Request Body schema: application/json
object Parent customer data | |
object Parent policy data | |
required | object Customer data |
required | object Policy data |
required | object Branch data |
required | Array of objects (AssetDto) Assets data |
required | object Fleet volatility data |
required | Array of objects (AssetQuoteOptionsDto) |
Responses
Request samples
- Payload
{- "parentCustomer": {
- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "type": { },
- "id": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "CUSTOMER_CREATED",
- "policies": [
- "string"
], - "invoices": [
- "string"
], - "preferredPaymentMethodId": "string",
- "paymentMode": "DIRECT_DEBIT"
}, - "parentPolicy": {
- "claimsHistory": [
- {
- "year": 0,
- "claimsNumber": 0,
- "fleetSize": 0
}
], - "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "owners": [
- {
- "userId": "string",
- "email": "string",
- "roles": [
- {
- "productId": "string",
- "roleId": "string"
}
]
}
], - "type": "string",
- "id": "string",
- "parent": "string",
- "brokerageFirm": "string",
- "productId": "string",
- "incrementalId": 0,
- "externalId": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "POLICY_CREATED",
- "branchType": "BASE",
- "startedAt": "string",
- "endedAt": "string",
- "stoppedAt": "string",
- "assets": [
- "string"
], - "customer": "string",
- "invoicingConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "acceptedEmailDomains": [
- "string"
], - "acceptedQuoteOptions": {
- "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- "string"
]
}
]
}
]
}, - "additionalQuoteComponents": {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}, - "quote": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}, - "maximumNumberOfBikes": 0,
- "stop": {
- "reason": "string",
- "details": [
- {
- "key": "string",
- "value": "string"
}
]
}
}, - "customer": {
- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "type": { },
- "id": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "CUSTOMER_CREATED",
- "policies": [
- "string"
], - "invoices": [
- "string"
], - "preferredPaymentMethodId": "string",
- "paymentMode": "DIRECT_DEBIT"
}, - "policy": {
- "claimsHistory": [
- {
- "year": 0,
- "claimsNumber": 0,
- "fleetSize": 0
}
], - "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "owners": [
- {
- "userId": "string",
- "email": "string",
- "roles": [
- {
- "productId": "string",
- "roleId": "string"
}
]
}
], - "type": "string",
- "id": "string",
- "parent": "string",
- "brokerageFirm": "string",
- "productId": "string",
- "incrementalId": 0,
- "externalId": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "POLICY_CREATED",
- "branchType": "BASE",
- "startedAt": "string",
- "endedAt": "string",
- "stoppedAt": "string",
- "assets": [
- "string"
], - "customer": "string",
- "invoicingConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "acceptedEmailDomains": [
- "string"
], - "acceptedQuoteOptions": {
- "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- "string"
]
}
]
}
]
}, - "additionalQuoteComponents": {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}, - "quote": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}, - "maximumNumberOfBikes": 0,
- "stop": {
- "reason": "string",
- "details": [
- {
- "key": "string",
- "value": "string"
}
]
}
}, - "branch": {
- "name": "string",
- "id": "string",
- "type": "BRANCH",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "POLICY_CREATED",
- "renewalStatus": "RENEWAL_ACCEPTED",
- "branchType": "BASE",
- "branchStatus": "BRANCH_OPEN",
- "closeReason": "BROKER_REQUEST",
- "mergedAt": "string"
}, - "assets": [
- {
- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "type": "string",
- "id": "string",
- "lastModifiedAt": "string",
- "createdAt": "string",
- "status": "ASSET_CREATED",
- "createdOnBranch": true,
- "editedOnBranch": true,
- "startedAt": "string",
- "stoppedAt": "string",
- "cancelledAt": "string",
- "externalAssetId": "string",
- "legacyTechnicalPremium": {
- "preTaxes": 0,
- "taxes": 0,
- "taxesIncluded": 0
}, - "legacyQuote": {
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "tiers": [
- {
- "id": "string",
- "perils": [
- {
- "id": "string",
- "rate": 0,
- "flat": 0,
- "tax": 0
}
], - "total": {
- "preTaxes": 0,
- "taxes": 0,
- "taxesIncluded": 0
}
}
]
}, - "legacyOptions": {
- "tier": "string",
- "recommendedTier": "string"
}, - "quote": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "options": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
], - "assetId": "string",
- "brokerageFirmFees": [
- {
- "brokerageFirmId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}
}
], - "assetsVolatility": {
- "vehiclesCoverDays": 0,
- "score": 0
}, - "options": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
], - "assetId": "string",
- "brokerageFirmFees": [
- {
- "brokerageFirmId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}
]
}
Response samples
- 200
- 400
- 404
{- "policy": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}, - "assets": [
- {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "options": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
], - "assetId": "string",
- "brokerageFirmFees": [
- {
- "brokerageFirmId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}
]
}
Response samples
- 200
- 400
{- "cognitoUserPoolId": "string",
- "emails": [
- {
- "trigger": "string",
- "filters": [
- "string"
], - "templateId": "string",
- "templateFields": [
- {
- "key": "string",
- "value": "string"
}
], - "receiverEmail": {
- "entity": { },
- "customFieldKey": "string",
- "useCustomerContactEmail": true
}, - "ownerEmail": {
- "usePolicyOwnerEmail": true,
- "roleId": "string"
}, - "brokerEmail": {
- "useBrokerageFirmOwnerEmail": true,
- "roleId": "string"
}, - "attachments": [
- {
- "type": "string",
- "signed": true
}
], - "payload": {
- "target": "string",
- "businessObjects": [
- "string"
]
}, - "calculate": [
- "string"
], - "messageData": [
- "string"
]
}
], - "stripeAccountId": "string",
- "stripePaymentWording": "string",
- "externalInvoiceIdFormat": "string",
- "products": { }
}
Response samples
- 200
- 400
{- "productId": "string",
- "parentProductId": "string",
- "childProductId": "string",
- "type": "INDIVIDUAL",
- "linkedServices": [
- "DRIVEQUANT"
], - "externalProductId": "string",
- "generateExternalPolicyIdTrigger": "CREATION",
- "externalPolicyIdFormat": "string",
- "enableMta": true,
- "allowDirectSale": true,
- "allowBrokerSale": true,
- "assetStartedAtLimit": {
- "min": { },
- "max": { }
}, - "engagementDuration": {
- "amount": 0,
- "unit": { }
}, - "listOfIntegrations": [
- "Siv"
], - "recurringTasks": [
- {
- "name": "string",
- "runsOnConfigs": [
- {
- "every": {
- "amount": 0,
- "unit": { }
}
}
], - "workflow": { }
}
], - "customerFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "policyFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "assetFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "grantConfigs": [
- {
- "inviteType": "COMPANY",
- "tokenType": "ONE_TIME",
- "tokenExpiration": "string",
- "permissions": [
- {
- "permissionId": "string",
- "attachToProduct": "PRODUCT",
- "resourceTypes": [
- "CUSTOMER"
]
}
], - "roles": [
- {
- "roleId": "string",
- "attachToProduct": "PRODUCT"
}
], - "usesBranch": true,
- "forceSendEmail": true
}
], - "customEvents": {
- "customer": [
- "string"
], - "policy": [
- "string"
], - "asset": [
- "string"
]
}, - "policyAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "customerAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "assetAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "individualPolicyConfig": {
- "pricing": {
- "type": "FIXED",
- "frequency": "YEARLY"
}, - "quoteInvalidation": {
- "allowSignatureAfterBranchStartAt": true,
- "maxQuoteValidityPeriodInDays": 0
}, - "quote": {
- "availableTiers": [
- {
- "id": "string",
- "label": "string"
}
], - "availableExcesses": [
- {
- "id": "string",
- "label": "string"
}
], - "availablePerils": [
- {
- "id": "string",
- "label": "string",
- "options": [
- "string"
]
}
], - "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- "string"
]
}
]
}
]
}, - "allowedTotalCommissionFee": {
- "min": 100,
- "max": 100,
- "default": 100
}
}, - "collectivePolicyConfig": {
- "paymentLevelKey": { }
}, - "claims": { },
- "payment": {
- "allowedPaymentModes": [
- "DIRECT_DEBIT"
], - "allowedPaymentMethods": [
- "card"
], - "sepaMandate": {
- "mandateDocument": {
- "type": "string",
- "templateId": "string",
- "trigger": [
- "string"
], - "filters": [
- "string"
], - "target": "string",
- "businessObjects": [
- "string"
]
}, - "mandateSignature": {
- "type": "string",
- "signature": "VIEW",
- "anchor": {
- "page": { },
- "x": 0,
- "y": 0,
- "height": 0,
- "width": 0
}, - "mentions": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "mention": "string"
}
], - "texts": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "height": 0,
- "maxLength": 0,
- "question": "string",
- "instruction": "string",
- "optional": true
}
], - "checkboxes": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "size": 0,
- "name": "string",
- "optional": true,
- "checked": true
}
]
}
}, - "paymentMethodOnEarlyPayment": [
- "card"
], - "paymentMethodOnRecurringPayment": [
- "card"
]
}, - "billing": {
- "defaultConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "availableConfigs": [
- {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}
]
}, - "nonRefundableComponents": [
- "string"
], - "renewal": {
- "renewalPeriod": {
- "amount": 0,
- "unit": { }
}, - "tacitRenewal": true,
- "crmParameters": {
- "usage": "TOURING_OR_ALL_PURPOSE",
- "crmLimit": 0
}
}, - "repricing": {
- "repricingPeriod": {
- "amount": 0,
- "unit": { }
}, - "drivequantScoreOptions": {
- "key": "string",
- "value": "string"
}
}, - "commonDocuments": [
- {
- "type": "string"
}
], - "generatedDocuments": [
- {
- "type": "string",
- "templateId": "string",
- "trigger": [
- "string"
], - "filters": [
- "string"
], - "target": "string",
- "businessObjects": [
- "string"
]
}
], - "signature": {
- "requirePaymentMethodForNewBusiness": true,
- "signedDocuments": [
- {
- "type": "string",
- "signature": "VIEW",
- "anchor": {
- "page": { },
- "x": 0,
- "y": 0,
- "height": 0,
- "width": 0
}, - "mentions": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "mention": "string"
}
], - "texts": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "height": 0,
- "maxLength": 0,
- "question": "string",
- "instruction": "string",
- "optional": true
}
], - "checkboxes": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "size": 0,
- "name": "string",
- "optional": true,
- "checked": true
}
]
}
]
}, - "emailsConfig": {
- "bccEmail": [
- "string"
]
}, - "emails": [
- {
- "trigger": "string",
- "filters": [
- "string"
], - "templateId": "string",
- "templateFields": [
- {
- "key": "string",
- "value": "string"
}
], - "receiverEmail": {
- "entity": { },
- "customFieldKey": "string",
- "useCustomerContactEmail": true
}, - "ownerEmail": {
- "usePolicyOwnerEmail": true,
- "roleId": "string"
}, - "brokerEmail": {
- "useBrokerageFirmOwnerEmail": true,
- "roleId": "string"
}, - "attachments": [
- {
- "type": "string",
- "signed": true
}
], - "payload": {
- "target": "string",
- "businessObjects": [
- "string"
]
}, - "calculate": [
- "string"
], - "messageData": [
- "string"
]
}
], - "reports": { },
- "policyStopReasons": [
- {
- "reason": "string",
- "details": [
- "string"
], - "appliedAtDate": "string",
- "appliedInFutureAllowed": true,
- "refundType": { },
- "validForDuration": {
- "amount": 0,
- "unit": { }
}
}
], - "tenantName": "string",
- "productName": "string"
}
Admin only: Retrieves the rates of a rating table Deprecated
path Parameters
ratingTable required | string |
Responses
Response samples
- 200
- 400
{- "type": "RATING_TABLE",
- "id": "string",
- "inputs": [
- {
- "id": "string",
- "unit": "string",
- "options": {
- "includeMin": true,
- "includeMax": true
}
}
], - "factors": [
- {
- "type": "RATING_FACTORS",
- "exactInputs": [
- {
- "id": "string",
- "value": "string"
}
], - "rangeInputs": [
- {
- "id": "string",
- "min": 0,
- "max": 0
}
], - "value": 0
}
]
}
LegacyDocumentsController_getGenerationPayload
query Parameters
whenAt required | string |
Request Body schema: application/json
type required | string |
targetId required | string |
branchId | string |
metadata | Array of strings |
Responses
Request samples
- Payload
{- "type": "string",
- "targetId": "string",
- "branchId": "string",
- "metadata": [
- "string"
]
}
Response samples
- 200
- 400
- 404
{ }
Get invoices
query Parameters
simulatedAt | string Optional: the simulatedAt datetime |
whenAt | string Optional: the whenAt datetime |
ids required | Array of strings the invoice ids to retrieve |
Responses
Response samples
- 200
{- "data": [
- {
- "issuedAt": "string",
- "period": {
- "startedAt": "string",
- "endedAt": "string"
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "reconciliation": true
}
], - "lines": [
- {
- "label": "string",
- "total": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
], - "total": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "type": "INVOICE",
- "status": "DRAFTED",
- "createdAt": "string",
- "incrementalId": 0,
- "externalId": "string",
- "paymentId": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
DEBUG: List invoice by metadata
Request Body schema: application/json
required | object the query to search for |
object the page info | |
object the sort options | |
issuedFrom | string <date-time> retrieve invoices issued after this date (inclusive) |
issuedTo | string <date-time> retrieve invoices issued before this date (exclusive) |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}, - "issuedFrom": "2019-08-24T14:15:22Z",
- "issuedTo": "2019-08-24T14:15:22Z"
}
Response samples
- 200
{- "data": [
- {
- "templateId": "string",
- "name": "string",
- "status": "string",
- "createdAt": "string",
- "updatedAt": "string",
- "groupName": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
PaymentsController_createCustomer
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
name required | string the name of the customer |
test required | boolean is it a test customer |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "test": true
}
Response samples
- 200
{- "id": "string"
}
List payment customers
Request Body schema: application/json
required | object the query to search for |
object the page info | |
object the sort options |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}
}
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "name": "string",
- "createdAt": "2019-08-24T14:15:22Z"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
PaymentsController_createPayment
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
amountInEuroCents required | number the amount to charge in cents of euro |
stripeCustomerId required | string the id of the stripe customer |
paymentMode required | string Enum: "DIRECT_DEBIT" "BANK_TRANSFER" the payment mode |
paymentMethodId | string the id of the payment method |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "amountInEuroCents": 0,
- "stripeCustomerId": "string",
- "paymentMode": "DIRECT_DEBIT",
- "paymentMethodId": "string"
}
Response samples
- 200
- 404
{- "id": "string"
}
PaymentsController_setupIntent
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
stripeCustomerId required | string the id of the customer |
allowedPaymentMethods required | Array of strings the allowed payment methods |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "stripeCustomerId": "string",
- "allowedPaymentMethods": [
- "string"
]
}
Response samples
- 200
- 404
{- "clientSecret": "string"
}
Get payment methods associated to a customer
query Parameters
id required | string the id of the stripe customer |
Responses
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": { },
- "id": "string",
- "status": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z",
- "paymentMethodType": "card",
- "mandateDocumentId": "string",
- "last4": "string",
- "expirationMonth": 0,
- "expirationYear": 0,
- "billingDetails": {
- "name": "string",
- "email": "string",
- "phone": "string",
- "address": {
- "city": "string",
- "country": "string",
- "line1": "string",
- "line2": "string",
- "postalCode": "string",
- "state": "string"
}
}
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Get payments by customerId
path Parameters
customerId required | string |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": { },
- "id": "string",
- "status": "CREATED",
- "paymentMode": "DIRECT_DEBIT",
- "paymentMethodId": "string",
- "amountInEuroCents": 0,
- "refundableAmount": 0,
- "amountRefunded": 0,
- "amountToRefund": 0,
- "createdAt": "string",
- "cancellationReason": "string",
- "failureReason": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Get metrics
query Parameters
from required | string <date-time> |
to required | string <date-time> |
metrics required | Array of strings Items Enum: "monthly:policy:signature:done" "monthly:policy:unpaid" "monthly:policy:mta:created" "monthly:policy:mta:signed" "monthly:policy:quote:created" |
resourceIds required | Array of strings |
Array of objects (Metadata) and search | |
Array of objects (Metadata) or search | |
period required | string Enum: "MONTHLY" "ANUALLY" "DAILY" "WEEKLY" "HOURLY" "MINUTES" "SECONDS" "INSTANT" |
count | number the number of items to return |
page | number the page to retrieve |
interpolate | boolean |
Responses
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "resourceId": "string",
- "metric": "string",
- "value": 0,
- "timestamp": "2019-08-24T14:15:22Z"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "currentPage": 0
}
Get latest values for each metrics
query Parameters
metrics required | Array of strings Items Enum: "monthly:policy:signature:done" "monthly:policy:unpaid" "monthly:policy:mta:created" "monthly:policy:mta:signed" "monthly:policy:quote:created" |
resourceIds required | Array of strings |
Array of objects (Metadata) and search | |
Array of objects (Metadata) or search |
Responses
Response samples
- 200
{- "metrics": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "resourceId": "string",
- "metric": "string",
- "value": 0,
- "timestamp": "2019-08-24T14:15:22Z"
}
]
}
Search
query Parameters
count | number the number of items to return |
page | number the page to retrieve |
Request Body schema: application/json
entityType required | string Enum: "PAYMENT_METHOD" "PAYMENT" "POLICY" "CUSTOMER" "ASSET" "INVOICE" "DOCUMENT" "SIGNATURE" "TENANT" "PRODUCT" "QUOTE" "BROKERAGE_FIRM" "CLAIM" "EXTERNAL_SERVICE" |
required | object (LogicalCondition) |
Responses
Request samples
- Payload
{- "entityType": "PAYMENT_METHOD",
- "where": {
- "AND": [
- "string"
], - "OR": [
- "string"
]
}
}
Response samples
- 200
{- "data": [
- "string"
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Get Policy
path Parameters
policyId required | string the policy's id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 403
- 404
{- "claimsHistory": [
- {
- "year": 0,
- "claimsNumber": 0,
- "fleetSize": 0
}
], - "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "owners": [
- {
- "userId": "string",
- "email": "string",
- "roles": [
- {
- "productId": "string",
- "roleId": "string"
}
]
}
], - "type": "string",
- "id": "string",
- "parent": "string",
- "brokerageFirm": "string",
- "productId": "string",
- "incrementalId": 0,
- "externalId": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "POLICY_CREATED",
- "branchType": "BASE",
- "startedAt": "string",
- "endedAt": "string",
- "stoppedAt": "string",
- "assets": [
- "string"
], - "customer": "string",
- "invoicingConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "acceptedEmailDomains": [
- "string"
], - "acceptedQuoteOptions": {
- "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- "string"
]
}
]
}
]
}, - "additionalQuoteComponents": {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}, - "quote": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}, - "maximumNumberOfBikes": 0,
- "stop": {
- "reason": "string",
- "details": [
- {
- "key": "string",
- "value": "string"
}
]
}
}
Edit Policy
path Parameters
policyId required | string the policy's id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId | string Optional: the branchId |
Request Body schema: application/json
Array of objects (CustomFieldDto) custom fields per product | |
name | string Optional: Name of the entity |
object the policy's invoicing configuration | |
acceptedEmailDomains | Array of strings the child policy's customer accepted email domains |
object (AcceptedQuoteOptionsDto) | |
maximumNumberOfBikes | number >= 1 max number of bike |
Responses
Request samples
- Payload
{- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "invoicingConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "acceptedEmailDomains": [
- "string"
], - "acceptedQuoteOptions": {
- "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- "string"
]
}
]
}
]
}, - "maximumNumberOfBikes": 1
}
Response samples
- 200
- 400
- 403
- 404
- 409
{ }
List Policies
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
offset | number Default: 0 the pagination offset |
pageSize | number Default: 50 the pagination page size |
signed | boolean retrieve only signed policies |
latest | boolean Default: false flag to use latest policy data |
brokerageFirmId | string list policies of a specific brokerage firm (requires the permission brokerage-firm:policies:list-all) |
Responses
Response samples
- 200
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "claimsHistory": [
- {
- "year": 0,
- "claimsNumber": 0,
- "fleetSize": 0
}
], - "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "owners": [
- {
- "userId": "string",
- "email": "string",
- "roles": [
- {
- "productId": "string",
- "roleId": "string"
}
]
}
], - "type": "string",
- "id": "string",
- "parent": "string",
- "brokerageFirm": "string",
- "productId": "string",
- "incrementalId": 0,
- "externalId": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "POLICY_CREATED",
- "branchType": "BASE",
- "startedAt": "string",
- "endedAt": "string",
- "stoppedAt": "string",
- "assets": [
- "string"
], - "customer": "string",
- "invoicingConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "acceptedEmailDomains": [
- "string"
], - "acceptedQuoteOptions": {
- "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- "string"
]
}
]
}
]
}, - "additionalQuoteComponents": {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}, - "quote": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}, - "maximumNumberOfBikes": 0,
- "stop": {
- "reason": "string",
- "details": [
- {
- "key": "string",
- "value": "string"
}
]
}
}
]
}
List child policies
path Parameters
policyId required | string policyId |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
offset | number Default: 0 the pagination offset |
pageSize | number Default: 50 the pagination page size |
signed | boolean |
latest | boolean Default: false flag to use latest policy data |
Responses
Response samples
- 200
{- "offset": 0,
- "limit": 0,
- "total": 0,
- "data": [
- {
- "policy": {
- "claimsHistory": [
- {
- "year": 0,
- "claimsNumber": 0,
- "fleetSize": 0
}
], - "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "owners": [
- {
- "userId": "string",
- "email": "string",
- "roles": [
- {
- "productId": "string",
- "roleId": "string"
}
]
}
], - "type": "string",
- "id": "string",
- "parent": "string",
- "brokerageFirm": "string",
- "productId": "string",
- "incrementalId": 0,
- "externalId": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "POLICY_CREATED",
- "branchType": "BASE",
- "startedAt": "string",
- "endedAt": "string",
- "stoppedAt": "string",
- "assets": [
- "string"
], - "customer": "string",
- "invoicingConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "acceptedEmailDomains": [
- "string"
], - "acceptedQuoteOptions": {
- "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- null
]
}
]
}
]
}, - "additionalQuoteComponents": {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}, - "quote": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": null,
- "brokerageFirmId": null,
- "chargeType": null,
- "amount": null
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": null,
- "chargeType": null,
- "amount": null
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}, - "maximumNumberOfBikes": 0,
- "stop": {
- "reason": "string",
- "details": [
- {
- "key": "string",
- "value": "string"
}
]
}
}, - "customer": {
- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "type": { },
- "id": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "CUSTOMER_CREATED",
- "policies": [
- "string"
], - "invoices": [
- "string"
], - "preferredPaymentMethodId": "string",
- "paymentMode": "DIRECT_DEBIT"
}
}
]
}
List Assets On Policy
path Parameters
policyId required | string policyId |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 403
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "type": "string",
- "id": "string",
- "lastModifiedAt": "string",
- "createdAt": "string",
- "status": "ASSET_CREATED",
- "createdOnBranch": true,
- "editedOnBranch": true,
- "startedAt": "string",
- "stoppedAt": "string",
- "cancelledAt": "string",
- "externalAssetId": "string",
- "legacyTechnicalPremium": {
- "preTaxes": 0,
- "taxes": 0,
- "taxesIncluded": 0
}, - "legacyQuote": {
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "tiers": [
- {
- "id": "string",
- "perils": [
- {
- "id": "string",
- "rate": 0,
- "flat": 0,
- "tax": 0
}
], - "total": {
- "preTaxes": 0,
- "taxes": 0,
- "taxesIncluded": 0
}
}
]
}, - "legacyOptions": {
- "tier": "string",
- "recommendedTier": "string"
}, - "quote": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "options": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
], - "assetId": "string",
- "brokerageFirmFees": [
- {
- "brokerageFirmId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}
}
]
}
Generate Upload Document Url
path Parameters
policyId required | string the policy's id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId | string Optional: the branchId |
Request Body schema: application/json
name required | string name |
Array of objects (Metadata) metadata of the policy |
Responses
Request samples
- Payload
{- "name": "string",
- "metadata": [
- {
- "key": "category",
- "value": "kbis"
}
]
}
Response samples
- 200
- 400
- 403
- 404
{- "url": "string",
- "id": "string"
}
List policy documents.
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
archived | boolean Are documents archives |
Responses
Response samples
- 200
- 403
- 404
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "name": "string",
- "path": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "signedUrl": "string",
- "isSigned": true
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Declare Policy Claims History Deprecated
path Parameters
policyId required | string the policy's id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Request Body schema: application/json
required | Array of objects (ClaimsHistory) Claims history | ||||||
Array
|
Responses
Request samples
- Payload
{- "claimsHistory": [
- {
- "year": 0,
- "claimsNumber": 0,
- "fleetSize": 0
}
]
}
Response samples
- 200
- 400
- 403
- 404
- 409
{ }
GetPolicyClaimsHistory Deprecated
path Parameters
policyId required | string the policy's id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 403
- 404
{- "claimsHistory": [
- {
- "year": 0,
- "claimsNumber": 0,
- "fleetSize": 0
}
]
}
Confirm the policy. The policy and its assets all become [CONFIRMED](#object-statuses) and can no longer be modified in the New Business flow.
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Responses
Response samples
- 200
- 400
- 403
- 404
- 409
{ }
Generate signature request for a policy.
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Request Body schema: application/json
deliveryMode required | string Enum: "EMAIL" "URL" the delivery mode |
Responses
Request samples
- Payload
{- "deliveryMode": "EMAIL"
}
Response samples
- 200
- 400
- 403
- 404
- 409
- 425
{- "id": "string",
- "signers": [
- {
- "customerId": "string",
- "url": "string"
}
]
}
List branches on the policy
Returns a list of open branches on the policy at the simulated date. The branches are sorted by creation date, with the oldest branch appearing first. If no simulated date is passed, this endpoint returns all branches still open after the application of every event pertaining to them, as branches that are merged or dropped will not appear. For example, if a branch is created on 01/01/2023 and merged/dropped on 05/01/2023, the branch will appear in the result if listing branches at dates 01/01/2023-05/01/2023; before 01/01/2023, the branch will not appear as it was not created; after 05/01/2023, the branch will not appear as it was merged or dropped.
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchType | string Enum: "BASE" "NEW_BUSINESS" "MTA" "RENEWAL" "REPRICING" the branch type |
branchStatus | string Enum: "BRANCH_OPEN" "BRANCH_MERGED" "BRANCH_CLOSED" the branch status |
Responses
Response samples
- 200
- 403
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "name": "string",
- "id": "string",
- "type": "BRANCH",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "POLICY_CREATED",
- "renewalStatus": "RENEWAL_ACCEPTED",
- "branchType": "BASE",
- "branchStatus": "BRANCH_OPEN",
- "closeReason": "BROKER_REQUEST",
- "mergedAt": "string"
}
]
}
GetPremiumSchedule
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId | string Optional: the branchId |
startAt required | string when to start the premium schedule |
endAt | string when to end the premium schedule |
includeComponents | boolean |
Responses
Response samples
- 200
- 403
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "startAt": "2019-08-24T14:15:22Z",
- "endAt": "2019-08-24T14:15:22Z",
- "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
], - "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
]
}
List policy, asset or customer events.
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "aggregateId": "string",
- "aggregateType": "PAYMENT_METHOD",
- "version": 0,
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z",
- "type": "string",
- "data": { },
- "metadata": {
- "tenantId": "string",
- "createdAt": "string",
- "appliedAt": "string",
- "originalRequestId": "string",
- "isSimulated": true
}
}
]
}
Push policy custom event.
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId | string Optional: the branch id |
Request Body schema: application/json
Array of objects (Metadata) metadata assigned to the object | |
eventType required | string The event type |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "eventType": "string"
}
Response samples
- 200
- 400
- 404
{ }
Quote the policy
path Parameters
policyId required | string the policy's id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Request Body schema: application/json
Array of objects (AssetQuoteOptionsDto) | |||||||||||
Array
|
Responses
Request samples
- Payload
{- "options": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
], - "assetId": "string",
- "brokerageFirmFees": [
- {
- "brokerageFirmId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}
]
}
Response samples
- 200
- 400
- 403
- 404
- 409
{ }
Calculate policy quote
Calculate quote information for a policy without actually quoting it. The quote contains the full pricing details, i.e. base prices for assets or policy, the multipliers applied, peril breakdown, etc.
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Request Body schema: application/json
Array of objects (AssetQuoteOptionsDto) | |
Array of objects (CustomFieldDto) Custom fields you want to override | |
assetIds | Array of strings The assets ids to quote |
Responses
Request samples
- Payload
{- "options": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
], - "assetId": "string",
- "brokerageFirmFees": [
- {
- "brokerageFirmId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}
], - "customFieldsToOverride": [
- {
- "key": "string",
- "value": "string"
}
], - "assetIds": [
- "string"
]
}
Response samples
- 200
- 400
- 404
- 409
{- "policy": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}, - "assets": [
- {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "options": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
], - "assetId": "string",
- "brokerageFirmFees": [
- {
- "brokerageFirmId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}
]
}
Get policy premium projection
Returns the calendar and policy premium projection of the policy calculated at the individual signature date
path Parameters
policyId required | string the policy id |
Responses
Response samples
- 200
- 400
- 404
{- "premiumProjection": [
- {
- "startAt": "2019-08-24T14:15:22Z",
- "endAt": "2019-08-24T14:15:22Z",
- "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
], - "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
]
}
Stop the policy. The policy and its assets all become [STOPPED](#object-statuses) and can no longer be modified.
path Parameters
policyId required | string the policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
reason required | string |
Array of objects (CustomFieldDto) |
Responses
Request samples
- Payload
{- "reason": "string",
- "details": [
- {
- "key": "string",
- "value": "string"
}
]
}
Response samples
- 200
- 400
- 403
- 404
- 409
{ }
Register additional quote components for a policy
path Parameters
policyId required | string the policy's id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId | string Optional: the branchId |
Request Body schema: application/json
required | Array of objects (QuoteComponentDto) additional quote components | ||||||||
Array
|
Responses
Request samples
- Payload
{- "additionalQuoteComponents": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}
Response samples
- 200
{ }
Create a branch
path Parameters
policyId required | string Unique identifier for the policy |
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
name | string Optional: Name of the entity |
branchType required | string Enum: "BASE" "NEW_BUSINESS" "MTA" "RENEWAL" "REPRICING" Branch type |
Responses
Request samples
- Payload
{- "name": "string",
- "branchType": "BASE"
}
Response samples
- 200
- 400
- 404
- 409
{- "type": { },
- "id": "string"
}
Fork a branch until its XXX_QUOTED events
path Parameters
policyId required | string Unique identifier for the policy |
branchId required | string Unique identifier for the branch |
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
name | string Optional: Name of the entity |
closeOriginalBranch | boolean |
branchType | string Enum: "BASE" "NEW_BUSINESS" "MTA" "RENEWAL" "REPRICING" Branch type |
Responses
Request samples
- Payload
{- "name": "string",
- "closeOriginalBranch": true,
- "branchType": "BASE"
}
Response samples
- 200
- 400
- 404
- 409
{- "type": { },
- "id": "string"
}
Invalidate a branch
path Parameters
policyId required | string Unique identifier for the policy |
branchId required | string Unique identifier for the branch |
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
reason required | string (BranchCloseReasons) Enum: "BROKER_REQUEST" "CUSTOMER_REQUEST" "FORKED" "ASSET_START_PASSED" "CONCURRENT_BRANCH_MERGED" "QUOTE_INVALIDATED" "PARTITION_DROPPED" "RENEWAL_REFUSED" "CRM_ABOVE_LIMIT" "TELEMATICS_SCORE_MISSING" |
Responses
Request samples
- Payload
{- "reason": "BROKER_REQUEST"
}
Response samples
- 200
- 404
- 409
{ }
Get Customer
path Parameters
customerId required | string The customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 404
{- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "type": { },
- "id": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "CUSTOMER_CREATED",
- "policies": [
- "string"
], - "invoices": [
- "string"
], - "preferredPaymentMethodId": "string",
- "paymentMode": "DIRECT_DEBIT"
}
Edit Customer
path Parameters
customerId required | string the customer's id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId | string Optional: the branchId |
Request Body schema: application/json
Array of objects (CustomFieldDto) custom fields per product | |
name | string Optional: Name of the entity |
siret | string Optional: Siret number |
Responses
Request samples
- Payload
{- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "siret": "string"
}
Response samples
- 200
- 400
- 404
- 409
{ }
Get Customer Payment Methods
path Parameters
customerId required | string The customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": { },
- "id": "string",
- "status": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z",
- "paymentMethodType": "card",
- "mandateDocumentId": "string",
- "last4": "string",
- "expirationMonth": 0,
- "expirationYear": 0,
- "billingDetails": {
- "name": "string",
- "email": "string",
- "phone": "string",
- "address": {
- "city": "string",
- "country": "string",
- "line1": "string",
- "line2": "string",
- "postalCode": "string",
- "state": "string"
}
}, - "isPreferred": true
}
]
}
Get Customer Payments
path Parameters
customerId required | string The customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": { },
- "id": "string",
- "status": "CREATED",
- "paymentMode": "DIRECT_DEBIT",
- "paymentMethodId": "string",
- "amountInEuroCents": 0,
- "refundableAmount": 0,
- "amountRefunded": 0,
- "amountToRefund": 0,
- "createdAt": "string",
- "cancellationReason": "string",
- "failureReason": "string"
}
]
}
Get Payment Method Setup Secret
path Parameters
customerId required | string The customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 400
- 404
{- "clientSecret": "string"
}
List Customers
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
offset | number Default: 0 the pagination offset |
pageSize | number Default: 50 the pagination page size |
latest | boolean Default: false flag to use latest data |
signed | boolean retrieve only customers that have a signed policy |
Responses
Response samples
- 200
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "type": { },
- "id": "string",
- "createdAt": "string",
- "lastModifiedAt": "string",
- "status": "CUSTOMER_CREATED",
- "policies": [
- "string"
], - "invoices": [
- "string"
], - "preferredPaymentMethodId": "string",
- "paymentMode": "DIRECT_DEBIT"
}
]
}
Initialize customer
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
parentPolicyId | string Policy id of the parent collective policy if current policy is a child of it |
Responses
Request samples
- Payload
{- "parentPolicyId": "string"
}
Response samples
- 200
- 400
- 404
- 409
{- "type": { },
- "id": "string",
- "initializedWith": {
- "policy": "string",
- "branch": "string"
}, - "accessToken": "string"
}
Push customer custom event.
path Parameters
customerId required | string the customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId | string Optional: the branch id |
Request Body schema: application/json
Array of objects (Metadata) metadata assigned to the object | |
eventType required | string The event type |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "eventType": "string"
}
Response samples
- 200
- 400
- 404
{ }
List Invoice On Customer
path Parameters
customerId required | string The customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "issuedAt": "string",
- "period": {
- "startedAt": "string",
- "endedAt": "string"
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "reconciliation": true
}
], - "lines": [
- {
- "label": "string",
- "total": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
], - "total": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "type": "INVOICE",
- "status": "DRAFTED",
- "createdAt": "string",
- "incrementalId": 0,
- "externalId": "string",
- "paymentId": "string",
- "signedUrl": "string"
}
]
}
Get invoicing schedule
path Parameters
customerId required | string |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 400
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "issuedAt": "string",
- "period": {
- "startedAt": "string",
- "endedAt": "string"
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "reconciliation": true
}
], - "lines": [
- {
- "label": "string",
- "total": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
], - "total": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
]
}
Generate mandate signature request
path Parameters
customerId required | string the customer id |
paymentMethodId required | string |
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
deliveryMode required | string Enum: "EMAIL" "URL" the delivery mode |
Responses
Request samples
- Payload
{- "deliveryMode": "EMAIL"
}
Response samples
- 200
- 400
- 404
- 409
- 425
{- "id": "string",
- "signers": [
- [ ]
]
}
Update customer payment mode
path Parameters
customerId required | string the customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
paymentMode required | string Enum: "DIRECT_DEBIT" "BANK_TRANSFER" the customer payment mode |
Responses
Request samples
- Payload
{- "paymentMode": "DIRECT_DEBIT"
}
Response samples
- 200
- 400
- 404
- 409
{ }
Get bank transfer account
path Parameters
customerId required | string The customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 400
- 404
- 409
{- "iban": "string",
- "bic": "string",
- "countryCode": "string",
- "accountHolderName": "string"
}
Attempt a charge for an invoice
path Parameters
customerId required | string The customer id |
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
invoiceId required | string the invoice id to retry a charge on |
paymentMethodId | string Payment method to use. If not provided, the default payment method will be used. |
Responses
Request samples
- Payload
{- "invoiceId": "string",
- "paymentMethodId": "string"
}
Response samples
- 200
- 400
- 404
{- "iban": "string",
- "bic": "string",
- "countryCode": "string",
- "accountHolderName": "string"
}
Create Asset
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Request Body schema: application/json
Array of objects (CustomFieldDto) custom fields per product | |
name | string Optional: Name of the entity |
policyId required | string policyId of asset owner |
externalAssetId | string externalAssetId |
startedAt | string startedAt |
Responses
Request samples
- Payload
{- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "policyId": "string",
- "externalAssetId": "string",
- "startedAt": "string"
}
Response samples
- 200
- 400
- 403
- 404
- 409
{- "type": "string",
- "id": "string"
}
AssetController_replaceAsset
path Parameters
originAssetId required | string originAssetId |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Request Body schema: application/json
Array of objects (CustomFieldDto) custom fields per product | |
name | string Optional: Name of the entity |
policyId required | string policyId of asset owner |
externalAssetId | string externalAssetId |
replacedAt | string original asset stoppedAt |
Responses
Request samples
- Payload
{- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "policyId": "string",
- "externalAssetId": "string",
- "replacedAt": "string"
}
AssetController_editAsset
path Parameters
assetId required | string assetId |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId | string Optional: the branchId |
Request Body schema: application/json
Array of objects (CustomFieldDto) custom fields per product | |
name | string Optional: Name of the entity |
externalAssetId | string externalAssetId |
startedAt | string startedAt |
stoppedAt | string stoppedAt |
Responses
Request samples
- Payload
{- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "externalAssetId": "string",
- "startedAt": "string",
- "stoppedAt": "string"
}
Response samples
- 200
- 400
- 403
- 404
- 409
{ }
Get Asset
path Parameters
assetId required | string assetId |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 403
- 404
{- "customFields": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "type": "string",
- "id": "string",
- "lastModifiedAt": "string",
- "createdAt": "string",
- "status": "ASSET_CREATED",
- "createdOnBranch": true,
- "editedOnBranch": true,
- "startedAt": "string",
- "stoppedAt": "string",
- "cancelledAt": "string",
- "externalAssetId": "string",
- "legacyTechnicalPremium": {
- "preTaxes": 0,
- "taxes": 0,
- "taxesIncluded": 0
}, - "legacyQuote": {
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "tiers": [
- {
- "id": "string",
- "perils": [
- {
- "id": "string",
- "rate": 0,
- "flat": 0,
- "tax": 0
}
], - "total": {
- "preTaxes": 0,
- "taxes": 0,
- "taxesIncluded": 0
}
}
]
}, - "legacyOptions": {
- "tier": "string",
- "recommendedTier": "string"
}, - "quote": {
- "id": "string",
- "entityId": "string",
- "provider": {
- "id": "string",
- "version": "string"
}, - "basePrice": 0,
- "rates": [
- {
- "id": "string",
- "rate": 0,
- "inputs": [
- {
- "id": "string",
- "value": "string"
}
]
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "options": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
], - "assetId": "string",
- "brokerageFirmFees": [
- {
- "brokerageFirmId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}, - "components": [
- {
- "id": "string",
- "type": "PREMIUM",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}, - "chargeType": "ONE_TIME"
}
]
}
}
Removes the asset from its policy. This operation is only possible if the asset has been created on the same branch it is being removed on
path Parameters
assetId required | string assetId |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Responses
Response samples
- 200
- 400
- 403
- 404
- 409
{ }
Select tier options for an asset Deprecated
path Parameters
assetId required | string assetId |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Request Body schema: application/json
tier required | string tier |
Responses
Request samples
- Payload
{- "tier": "string"
}
Response samples
- 200
- 400
- 404
- 409
{ }
Push asset custom event.
path Parameters
assetId required | string the asset id |
query Parameters
whenAt | string Optional: the whenAt datetime |
branchId required | string the branchId |
Request Body schema: application/json
Array of objects (Metadata) metadata assigned to the object | |
eventType required | string The event type |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "eventType": "string"
}
Response samples
- 200
- 400
- 404
{ }
Get External Quote for this asset
path Parameters
assetId required | string assetId |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
- 404
{- "externalQuoteId": { },
- "data": { }
}
TEST send transactional email
Request Body schema: application/json
userId | string User ID |
scopes | Array of strings User Scopes |
tenantId required | string Unique identifier for the tenant |
productId | string Unique identifier for the product |
key required | string |
required | Array of objects (Metadata) metadata assigned to the object |
Responses
Request samples
- Payload
{- "userId": "string",
- "scopes": [
- "string"
], - "tenantId": "string",
- "productId": "string",
- "key": "string",
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
]
}
Response samples
- 400
null
Generate a report
Request Body schema: application/json
type required | string Enum: "INVOICES" "WORKFLOWS" "WAKAM_ASSETS" "WAKAM_ASSISTANCE" "WAKAM_POLICIES" "WAKAM_CASH_STATEMENT" "WAKAM_RECEIPTS" "HR_MONTHLY" "YEET_VTC_IMA_ASSISTANCE" "YEET_VTC_STAKEHOLDERS" "YEET_VTC_RECEIPTS" "YEET_VTC_POLICIES" "YEET_VTC_CASH_STATEMENT" The type of report |
required | Array of objects (Metadata) Report specific parameters |
uploadToConnectors | boolean uploadToConnectors |
Responses
Request samples
- Payload
{- "type": "INVOICES",
- "params": [
- {
- "key": "string",
- "value": "string"
}
], - "uploadToConnectors": true
}
Response samples
- 200
- 400
{- "type": "INVOICES",
- "reportId": "string",
- "reportName": "string"
}
Get reports
Request Body schema: application/json
required | object the query to search for | ||||
|
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}
}
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "name": "string",
- "path": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "signedUrl": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "name": "string",
- "path": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "signedUrl": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
ReportingController_updateInvoiceReportingTable
Request Body schema: application/json
customerId required | string the customer id |
timeZone required | string |
premiumSchedule required | Array of strings |
required | object (InvoicingConfigDto) |
object (RefundConfigDto) |
Responses
Request samples
- Payload
{- "customerId": "string",
- "timeZone": "string",
- "premiumSchedule": [
- "string"
], - "invoicingConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "refund": {
- "type": "FULL",
- "nonRefundableComponents": [
- "string"
]
}
}
Generate All HR reports
Request Body schema: application/json
required | Array of objects (Metadata) Report specific parameters | ||||
Array
|
Responses
Request samples
- Payload
{- "params": [
- {
- "key": "string",
- "value": "string"
}
]
}
Response samples
- 200
- 400
{ }
Search SIREN
Fetch company data from a SIREN API, from a SIRET, SIREN or a name
query Parameters
siren | string Optional: Siren number |
siret | string Optional: Siret number |
name | string Optional: Company name |
Responses
Response samples
- 200
- 400
{- "total": 0,
- "data": [
- {
- "siren": "string",
- "siret": "string",
- "nafCode": "string",
- "nafLabel": "string",
- "name": "string",
- "creationDate": "string",
- "location": {
- "address": "string",
- "postCode": "string",
- "city": "string",
- "country": "string"
}, - "legalStatus": {
- "1": "string",
- "2": "string",
- "3": "string"
}
}
]
}
Fetch vehicle data from a registration number.
query Parameters
registrationNumber required | string(^[A-z]{2}[ -]?[0-9]{3}[ -]?[A-z]{2}$)|(^[0-9... |
Responses
Response samples
- 200
- 404
{- "registrationNumber": "string",
- "firstRegistrationDate": "string",
- "vinNumber": "string",
- "mineType": "string",
- "brand": "string",
- "model": "string",
- "vehicleType": "string",
- "bodywork": "string",
- "gearbox": "string",
- "energy": "string",
- "fiscalPower": 0,
- "horsePower": 0,
- "co2": 0,
- "numberOfSeats": 0,
- "numberOfDoors": 0,
- "unladenWeight": 0,
- "engineSize": 0,
- "isCollector": true
}
QuoteController_getAikanQuote
query Parameters
calculatedAt | string <date> Date de calcul |
Request Body schema: application/json
birthDate required | string <date> Date de naissance |
drivingLicenceDate required | string <date> Date de permis |
inseeCode required | string Code Insee |
cspCategory required | string Enum: "FARMER" "ARTISAN" "MERCHANT" "STUDENT" "ECCLESIASTICAL_OR_CIVIL_SERVANT" "UNEMPLOYED" "RETIREE" "SEDENTARY_EMPLOYEE" "NON_SEDENTARY_EMPLOYEE" "SALESPERSON" "PROFESSION_OR_COMPANY_HEAD" CSP |
monthsOfInterruptionInLast36Months required | integer Nb de mois d'interruption sur 36 mois |
currentlyInsured required | boolean Êtes-vous assuré actuellement ? |
numberOfResponsibleCorporalClaimsOnPeriod required | integer Nb de corporel resp. sur la période |
numberOfResponsibleMaterialClaimsOnPeriod required | integer Nb de matériel resp. sur la période |
numberOfNonResponsibleCorporalAndMaterialClaimsOnPeriod required | integer Nb de sinistres (Mat & Corp) non resp. sur la periode |
numberOfTheftOrFireClaimsOnPeriod required | integer Nb de sinistres Vol/Incendie sur la période |
numberOfGlassBreakageClaimsOnPeriod required | integer Nb de BDG et autres non resp. sur la période |
resiliationForFalseDeclarationInLast36Months required | boolean Au cours des 36 derniers mois: Résiliation pour Fausse déclaration |
resiliationForContractNullityInLast36Months required | boolean Au cours des 36 derniers mois: Résiliation pour Nullité du contrat |
resiliationForNonPaymentInLast36Months required | boolean Au cours des 36 derniers mois: Résiliation pour Non Paiement |
hitAndRunWithCriminalConvictionInLast60Months required | boolean Au cours des 60 derniers mois (condamnation pénale) : Délit de fuite |
refusingToObeyOrSubmitToAnAlcoholOrDrugTestWithCriminalConvictionInLast60Months required | boolean Au cours des 60 derniers mois (condamnation pénale) : Refus d’obtempérer / de se soumettre à un contrôle d’alcoolémie/stupéfiant |
lackOfInsuranceWithCriminalConvictionInLast60Months required | boolean Au cours des 60 derniers mois (condamnation pénale) : Défaut d'assurance |
drivingWithoutLicenceWithCriminalConvictionInLast60Months required | boolean Au cours des 60 derniers mois (condamnation pénale) : Conduite sans Permis |
drivingUnderInfluenceOfDrugsWithCriminalConvictionInLast60Months required | boolean Au cours des 60 derniers mois (condamnation pénale) : Conduite sous l'emprise de stupéfiant |
alcoholWithCriminalConvictionInLast60Months required | boolean Au cours des 60 derniers mois (condamnation pénale) : Alcoolémie |
alcoholRelatedOffencesWithCriminalConvictionInLast60Months required | string Enum: "ZERO" "ONE" "TWO_OR_MORE" Au cours des 60 derniers mois (condamnation pénale) : Nombre d'infractions lié à l'alcoolémie |
offenceRecordedFollowingAClaimWithCriminalConvictionInLast60Months required | boolean Au cours des 60 derniers mois (condamnation pénale) : Infraction constatée suite à sinistre |
gramPerLitreOfBloodRecordedWithCriminalConvictionInLast60Months | number Au cours des 60 derniers mois (condamnation pénale) : Taux constaté lors du contrôle (g/l de sang) |
suspensionsInLast60Months required | string Enum: "ZERO" "ONE" "TWO_OR_MORE" Au cours des 60 derniers mois (Annulation / Suspension) : Nombre de suspension / annulation |
typeOfSuspensionsInLast60Months | string Enum: "LICENCE_SUSPENSION_LESS_THAN_6_MONTHS" "LICENCE_SUSPENSION_MORE_THAN_6_MONTHS" "LICENCE_CANCELATION" Au cours des 60 derniers mois (Annulation / Suspension) : Type |
commissionRate required | number [ 0 .. 100 ] Taux de commission (de 0 à 100) |
dateOfFirstRegistration required | string <date> Date de 1ère mise en circulation |
dateOfAcquisition required | string <date> Date d’acquisition |
group required | integer [ 20 .. 36 ] Groupe SRA |
class required | string Enum: "A" "B" "C" "D" "E" "F" "G" "H" "I" "J" "K" "L" "M" "N" "O" "P" Classe SRA |
gearbox required | string Enum: "MANUAL" "AUTOMATIC_OR_OTHERS" Boîte de vitesse |
powerSupply required | string Enum: "GASOLINE" "DIESEL" "HYBRID" "ELECTRIC" "OTHERS" Alimentation |
bodywork required | string Enum: "SEDAN" "BREAK" "VAN" "MONOSPACE" "CABRIOLET" "COUPE" "VTC_OR_4X4" "OTHERS" Carrosserie |
leasing required | string Enum: "LEASED" "OWNED" Location |
use required | string Enum: "BUSINESS" "PRIVATE_WITH_WORK_COMMUTE" "PRIVATE" Usage |
insuranceHistoryInMonths required | integer Antécédents d'assurance (en mois) |
crm required | number CRM |
garage required | boolean Présence d'un garage |
legalProtection required | boolean Protection juridique |
assistance required | string Enum: "NONE" "WITHOUT_REPLACEMENT_VEHICLE" "WITH_REPLACEMENT_VEHICLE" Assistance |
glassBreakageDeductible required | integer Franchise bris de glace |
otherDeductible required | string Enum: "STANDARD" "DOUBLE" Franchise autres |
driverProtection required | string Enum: "150000_10PERCENT" "300000_10PERCENT" Protection conducteur |
personalBelongingsCapital required | string Enum: "NONE" "1000" Capital "Effets personnels" |
smallMileageOption required | string Enum: "NONE" "4000_KM" "8000_KM" "12000_KM" Option petits rouleurs |
formula required | string Enum: "1" "2" "3" "4" Formule |
Responses
Request samples
- Payload
{- "birthDate": "2019-08-24",
- "drivingLicenceDate": "2019-08-24",
- "inseeCode": "string",
- "cspCategory": "FARMER",
- "monthsOfInterruptionInLast36Months": 0,
- "currentlyInsured": true,
- "numberOfResponsibleCorporalClaimsOnPeriod": 0,
- "numberOfResponsibleMaterialClaimsOnPeriod": 0,
- "numberOfNonResponsibleCorporalAndMaterialClaimsOnPeriod": 0,
- "numberOfTheftOrFireClaimsOnPeriod": 0,
- "numberOfGlassBreakageClaimsOnPeriod": 0,
- "resiliationForFalseDeclarationInLast36Months": true,
- "resiliationForContractNullityInLast36Months": true,
- "resiliationForNonPaymentInLast36Months": true,
- "hitAndRunWithCriminalConvictionInLast60Months": true,
- "refusingToObeyOrSubmitToAnAlcoholOrDrugTestWithCriminalConvictionInLast60Months": true,
- "lackOfInsuranceWithCriminalConvictionInLast60Months": true,
- "drivingWithoutLicenceWithCriminalConvictionInLast60Months": true,
- "drivingUnderInfluenceOfDrugsWithCriminalConvictionInLast60Months": true,
- "alcoholWithCriminalConvictionInLast60Months": true,
- "alcoholRelatedOffencesWithCriminalConvictionInLast60Months": "ZERO",
- "offenceRecordedFollowingAClaimWithCriminalConvictionInLast60Months": true,
- "gramPerLitreOfBloodRecordedWithCriminalConvictionInLast60Months": 0,
- "suspensionsInLast60Months": "ZERO",
- "typeOfSuspensionsInLast60Months": "LICENCE_SUSPENSION_LESS_THAN_6_MONTHS",
- "commissionRate": 100,
- "dateOfFirstRegistration": "2019-08-24",
- "dateOfAcquisition": "2019-08-24",
- "group": 20,
- "class": "A",
- "gearbox": "MANUAL",
- "powerSupply": "GASOLINE",
- "bodywork": "SEDAN",
- "leasing": "LEASED",
- "use": "BUSINESS",
- "insuranceHistoryInMonths": 0,
- "crm": 0,
- "garage": true,
- "legalProtection": true,
- "assistance": "NONE",
- "glassBreakageDeductible": 0,
- "otherDeductible": "STANDARD",
- "driverProtection": "150000_10PERCENT",
- "personalBelongingsCapital": "NONE",
- "smallMileageOption": "NONE",
- "formula": "1"
}
Response samples
- 200
- 400
{- "formula": "1",
- "perils": [
- {
- "id": "string",
- "premium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0,
- "deductibleAmount": 0
}
}
], - "totalPremium": {
- "amountPreFeesAndTaxes": 0,
- "fees": [
- {
- "id": "string",
- "brokerageFirmId": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalFees": 0,
- "amountWithFeesPreTaxes": 0,
- "taxes": [
- {
- "id": "string",
- "chargeType": "ONE_TIME",
- "amount": 0
}
], - "totalTaxes": 0,
- "amountWithFeesAndTaxes": 0
}
}
Response samples
- 200
- 400
{- "cognitoUserPoolId": "string",
- "emails": [
- {
- "trigger": "string",
- "filters": [
- "string"
], - "templateId": "string",
- "templateFields": [
- {
- "key": "string",
- "value": "string"
}
], - "receiverEmail": {
- "entity": { },
- "customFieldKey": "string",
- "useCustomerContactEmail": true
}, - "ownerEmail": {
- "usePolicyOwnerEmail": true,
- "roleId": "string"
}, - "brokerEmail": {
- "useBrokerageFirmOwnerEmail": true,
- "roleId": "string"
}, - "attachments": [
- {
- "type": "string",
- "signed": true
}
], - "payload": {
- "target": "string",
- "businessObjects": [
- "string"
]
}, - "calculate": [
- "string"
], - "messageData": [
- "string"
]
}
], - "stripeAccountId": "string",
- "stripePaymentWording": "string",
- "externalInvoiceIdFormat": "string",
- "products": { }
}
Response samples
- 200
- 400
{- "productId": "string",
- "parentProductId": "string",
- "childProductId": "string",
- "type": "INDIVIDUAL",
- "linkedServices": [
- "DRIVEQUANT"
], - "externalProductId": "string",
- "generateExternalPolicyIdTrigger": "CREATION",
- "externalPolicyIdFormat": "string",
- "enableMta": true,
- "allowDirectSale": true,
- "allowBrokerSale": true,
- "assetStartedAtLimit": {
- "min": { },
- "max": { }
}, - "engagementDuration": {
- "amount": 0,
- "unit": { }
}, - "listOfIntegrations": [
- "Siv"
], - "recurringTasks": [
- {
- "name": "string",
- "runsOnConfigs": [
- {
- "every": {
- "amount": 0,
- "unit": { }
}
}
], - "workflow": { }
}
], - "customerFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "policyFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "assetFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "grantConfigs": [
- {
- "inviteType": "COMPANY",
- "tokenType": "ONE_TIME",
- "tokenExpiration": "string",
- "permissions": [
- {
- "permissionId": "string",
- "attachToProduct": "PRODUCT",
- "resourceTypes": [
- "CUSTOMER"
]
}
], - "roles": [
- {
- "roleId": "string",
- "attachToProduct": "PRODUCT"
}
], - "usesBranch": true,
- "forceSendEmail": true
}
], - "customEvents": {
- "customer": [
- "string"
], - "policy": [
- "string"
], - "asset": [
- "string"
]
}, - "policyAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "customerAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "assetAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "individualPolicyConfig": {
- "pricing": {
- "type": "FIXED",
- "frequency": "YEARLY"
}, - "quoteInvalidation": {
- "allowSignatureAfterBranchStartAt": true,
- "maxQuoteValidityPeriodInDays": 0
}, - "quote": {
- "availableTiers": [
- {
- "id": "string",
- "label": "string"
}
], - "availableExcesses": [
- {
- "id": "string",
- "label": "string"
}
], - "availablePerils": [
- {
- "id": "string",
- "label": "string",
- "options": [
- "string"
]
}
], - "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- "string"
]
}
]
}
]
}, - "allowedTotalCommissionFee": {
- "min": 100,
- "max": 100,
- "default": 100
}
}, - "collectivePolicyConfig": {
- "paymentLevelKey": { }
}, - "claims": { },
- "payment": {
- "allowedPaymentModes": [
- "DIRECT_DEBIT"
], - "allowedPaymentMethods": [
- "card"
], - "sepaMandate": {
- "mandateDocument": {
- "type": "string",
- "templateId": "string",
- "trigger": [
- "string"
], - "filters": [
- "string"
], - "target": "string",
- "businessObjects": [
- "string"
]
}, - "mandateSignature": {
- "type": "string",
- "signature": "VIEW",
- "anchor": {
- "page": { },
- "x": 0,
- "y": 0,
- "height": 0,
- "width": 0
}, - "mentions": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "mention": "string"
}
], - "texts": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "height": 0,
- "maxLength": 0,
- "question": "string",
- "instruction": "string",
- "optional": true
}
], - "checkboxes": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "size": 0,
- "name": "string",
- "optional": true,
- "checked": true
}
]
}
}, - "paymentMethodOnEarlyPayment": [
- "card"
], - "paymentMethodOnRecurringPayment": [
- "card"
]
}, - "billing": {
- "defaultConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "availableConfigs": [
- {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}
]
}, - "nonRefundableComponents": [
- "string"
], - "renewal": {
- "renewalPeriod": {
- "amount": 0,
- "unit": { }
}, - "tacitRenewal": true,
- "crmParameters": {
- "usage": "TOURING_OR_ALL_PURPOSE",
- "crmLimit": 0
}
}, - "repricing": {
- "repricingPeriod": {
- "amount": 0,
- "unit": { }
}, - "drivequantScoreOptions": {
- "key": "string",
- "value": "string"
}
}, - "commonDocuments": [
- {
- "type": "string"
}
], - "generatedDocuments": [
- {
- "type": "string",
- "templateId": "string",
- "trigger": [
- "string"
], - "filters": [
- "string"
], - "target": "string",
- "businessObjects": [
- "string"
]
}
], - "signature": {
- "requirePaymentMethodForNewBusiness": true,
- "signedDocuments": [
- {
- "type": "string",
- "signature": "VIEW",
- "anchor": {
- "page": { },
- "x": 0,
- "y": 0,
- "height": 0,
- "width": 0
}, - "mentions": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "mention": "string"
}
], - "texts": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "height": 0,
- "maxLength": 0,
- "question": "string",
- "instruction": "string",
- "optional": true
}
], - "checkboxes": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "size": 0,
- "name": "string",
- "optional": true,
- "checked": true
}
]
}
]
}, - "emailsConfig": {
- "bccEmail": [
- "string"
]
}, - "emails": [
- {
- "trigger": "string",
- "filters": [
- "string"
], - "templateId": "string",
- "templateFields": [
- {
- "key": "string",
- "value": "string"
}
], - "receiverEmail": {
- "entity": { },
- "customFieldKey": "string",
- "useCustomerContactEmail": true
}, - "ownerEmail": {
- "usePolicyOwnerEmail": true,
- "roleId": "string"
}, - "brokerEmail": {
- "useBrokerageFirmOwnerEmail": true,
- "roleId": "string"
}, - "attachments": [
- {
- "type": "string",
- "signed": true
}
], - "payload": {
- "target": "string",
- "businessObjects": [
- "string"
]
}, - "calculate": [
- "string"
], - "messageData": [
- "string"
]
}
], - "reports": { },
- "policyStopReasons": [
- {
- "reason": "string",
- "details": [
- "string"
], - "appliedAtDate": "string",
- "appliedInFutureAllowed": true,
- "refundType": { },
- "validForDuration": {
- "amount": 0,
- "unit": { }
}
}
], - "tenantName": "string",
- "productName": "string"
}
Response samples
- 200
- 400
{- "productId": "string",
- "type": "INDIVIDUAL",
- "linkedServices": [
- "DRIVEQUANT"
], - "externalProductId": "string",
- "generateExternalPolicyIdTrigger": "CREATION",
- "externalPolicyIdFormat": "string",
- "enableMta": true,
- "allowDirectSale": true,
- "allowBrokerSale": true,
- "assetStartedAtLimit": {
- "min": { },
- "max": { }
}, - "engagementDuration": {
- "amount": 0,
- "unit": { }
}, - "listOfIntegrations": [
- "Siv"
], - "customerFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "policyFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "assetFields": [
- {
- "key": "string",
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
]
}
], - "customEvents": {
- "customer": [
- "string"
], - "policy": [
- "string"
], - "asset": [
- "string"
]
}, - "policyAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "customerAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "assetAggregateFields": [
- {
- "role": "string",
- "requiredFor": "CREATION",
- "requiresOnChange": "CREATION",
- "mtaModification": "ALLOWED",
- "validationRules": [
- {
- "option": "string",
- "value": { }
}
], - "isCalculated": true,
- "integrationKey": { },
- "defaultValue": { },
- "reducer": { },
- "updatesOn": [
- "string"
], - "key": "string"
}
], - "individualPolicyConfig": {
- "pricing": {
- "type": "FIXED",
- "frequency": "YEARLY"
}, - "quoteInvalidation": {
- "allowSignatureAfterBranchStartAt": true,
- "maxQuoteValidityPeriodInDays": 0
}, - "quote": {
- "availableTiers": [
- {
- "id": "string",
- "label": "string"
}
], - "availableExcesses": [
- {
- "id": "string",
- "label": "string"
}
], - "availablePerils": [
- {
- "id": "string",
- "label": "string",
- "options": [
- "string"
]
}
], - "defaultConfig": {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "option": "string"
}
]
}, - "availableConfigs": [
- {
- "tier": "string",
- "excess": "string",
- "perils": [
- {
- "id": "string",
- "required": true,
- "options": [
- "string"
]
}
]
}
]
}, - "allowedTotalCommissionFee": {
- "min": 100,
- "max": 100,
- "default": 100
}
}, - "collectivePolicyConfig": {
- "paymentLevelKey": { }
}, - "claims": { },
- "payment": {
- "allowedPaymentModes": [
- "DIRECT_DEBIT"
], - "allowedPaymentMethods": [
- "card"
], - "sepaMandate": {
- "mandateDocument": {
- "type": "string",
- "templateId": "string",
- "trigger": [
- "string"
], - "filters": [
- "string"
], - "target": "string",
- "businessObjects": [
- "string"
]
}, - "mandateSignature": {
- "type": "string",
- "signature": "VIEW",
- "anchor": {
- "page": { },
- "x": 0,
- "y": 0,
- "height": 0,
- "width": 0
}, - "mentions": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "mention": "string"
}
], - "texts": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "height": 0,
- "maxLength": 0,
- "question": "string",
- "instruction": "string",
- "optional": true
}
], - "checkboxes": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "size": 0,
- "name": "string",
- "optional": true,
- "checked": true
}
]
}
}, - "paymentMethodOnEarlyPayment": [
- "card"
], - "paymentMethodOnRecurringPayment": [
- "card"
]
}, - "billing": {
- "defaultConfig": {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}, - "availableConfigs": [
- {
- "frequency": "YEARLY",
- "reconciliationMethod": "END_OF_YEAR",
- "spread": "FLAT",
- "timing": "IN_ADVANCE",
- "earlyPayment": {
- "unit": "MONTH",
- "amount": 0
}
}
]
}, - "nonRefundableComponents": [
- "string"
], - "renewal": {
- "renewalPeriod": {
- "amount": 0,
- "unit": { }
}, - "tacitRenewal": true,
- "crmParameters": {
- "usage": "TOURING_OR_ALL_PURPOSE",
- "crmLimit": 0
}
}, - "commonDocuments": [
- {
- "type": "string"
}
], - "generatedDocuments": [
- {
- "type": "string",
- "templateId": "string",
- "trigger": [
- "string"
], - "filters": [
- "string"
], - "target": "string",
- "businessObjects": [
- "string"
]
}
], - "signature": {
- "requirePaymentMethodForNewBusiness": true,
- "signedDocuments": [
- {
- "type": "string",
- "signature": "VIEW",
- "anchor": {
- "page": { },
- "x": 0,
- "y": 0,
- "height": 0,
- "width": 0
}, - "mentions": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "mention": "string"
}
], - "texts": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "width": 0,
- "height": 0,
- "maxLength": 0,
- "question": "string",
- "instruction": "string",
- "optional": true
}
], - "checkboxes": [
- {
- "page": { },
- "x": 0,
- "y": 0,
- "size": 0,
- "name": "string",
- "optional": true,
- "checked": true
}
]
}
]
}, - "policyStopReasons": [
- {
- "reason": "string",
- "details": [
- "string"
], - "appliedAtDate": "string",
- "appliedInFutureAllowed": true,
- "refundType": { },
- "validForDuration": {
- "amount": 0,
- "unit": { }
}
}
], - "productName": "string"
}
Admin only: Retrieves the rates of a rating table Deprecated
path Parameters
ratingTable required | string |
Responses
Response samples
- 200
- 400
{- "type": "RATING_TABLE",
- "id": "string",
- "inputs": [
- {
- "id": "string",
- "unit": "string",
- "options": {
- "includeMin": true,
- "includeMax": true
}
}
], - "factors": [
- {
- "type": "RATING_FACTORS",
- "exactInputs": [
- {
- "id": "string",
- "value": "string"
}
], - "rangeInputs": [
- {
- "id": "string",
- "min": 0,
- "max": 0
}
], - "value": 0
}
]
}
Create brokerage firm
Request Body schema: application/json
adminEmail | string The admin email |
hostname required | string Hostname attached to the brokerage firm |
object Broker info | |
orias required | string Orias number |
siret required | string Siret number |
required | Array of objects (BrokerageFirmFees) Brokerage firm fees by product |
Responses
Request samples
- Payload
{- "adminEmail": "string",
- "hostname": "string",
- "brokerInfo": {
- "firstName": "string",
- "lastName": "string"
}, - "orias": "string",
- "siret": "string",
- "brokerageFirmFees": [
- {
- "productId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}
Response samples
- 200
- 400
- 404
{- "type": "string",
- "id": "string"
}
Response samples
- 200
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "type": "string",
- "id": "string",
- "orias": "string",
- "companyInfo": {
- "siren": "string",
- "siret": "string",
- "nafCode": "string",
- "nafLabel": "string",
- "name": "string",
- "creationDate": "string",
- "location": {
- "address": "string",
- "postCode": "string",
- "city": "string",
- "country": "string"
}, - "legalStatus": {
- "1": "string",
- "2": "string",
- "3": "string"
}
}, - "createdAt": "2019-08-24T14:15:22Z",
- "brokerageFirmFees": [
- {
- "productId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
], - "tenantId": "string"
}
]
}
Update brokerage firm
path Parameters
brokerageFirmId required | string Brokerage firm id |
Request Body schema: application/json
orias | string Orias number |
siret | string Siret number |
Array of objects (BrokerageFirmFees) Brokerage firm fees by product |
Responses
Request samples
- Payload
{- "orias": "string",
- "siret": "string",
- "brokerageFirmFees": [
- {
- "productId": "string",
- "brokerFee": 100,
- "totalFee": 100
}
]
}
Response samples
- 200
- 400
- 404
{ }
Response samples
- 200
- 404
{- "type": "string",
- "id": "string",
- "orias": "string",
- "companyInfo": {
- "siren": "string",
- "siret": "string",
- "nafCode": "string",
- "nafLabel": "string",
- "name": "string",
- "creationDate": "string",
- "location": {
- "address": "string",
- "postCode": "string",
- "city": "string",
- "country": "string"
}, - "legalStatus": {
- "1": "string",
- "2": "string",
- "3": "string"
}
}, - "createdAt": "2019-08-24T14:15:22Z",
- "tenantId": "string",
- "brokerageFirmFees": [
- {
- "productId": "string",
- "totalFee": 100,
- "brokerFee": 100
}
]
}
Create broker, used only by e2e tests Deprecated
path Parameters
brokerageFirmId required | string Brokerage firm id |
Request Body schema: application/json
firstName required | string First name |
lastName required | string Last name |
brokerUserId required | string User id |
Responses
Request samples
- Payload
{- "firstName": "string",
- "lastName": "string",
- "brokerUserId": "string"
}
Response samples
- 200
- 404
{ }
List broker invites in brokerage firm
path Parameters
brokerageFirmId required | string Brokerage firm id |
Responses
Response samples
- 200
- 404
{- "data": [
- {
- "firstName": "string",
- "lastName": "string",
- "email": "string",
- "createdAt": "2019-08-24T14:15:22Z"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Get a broker from a brokerage firm
path Parameters
brokerageFirmId required | string Brokerage firm id |
brokerUserId required | string Broker user id |
Responses
Response samples
- 200
- 404
{- "total": 0,
- "offset": 0,
- "limit": 0,
- "data": [
- {
- "firstName": "string",
- "lastName": "string",
- "userId": "string",
- "email": "string"
}
]
}
Updates the platform config of a brokerage firm
path Parameters
brokerageFirmId required | string Platform brokerage firm ID |
Request Body schema: application/json
logoUrl | string Platform logo URL |
Responses
Request samples
- Payload
{- "logoUrl": "string"
}
Response samples
- 200
- 404
{ }
Get policy portfolio
path Parameters
brokerageFirmId required | string brokerage firm id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
count | number the number of items to return |
page | number the page to retrieve |
Responses
Response samples
- 200
{- "data": [
- {
- "owners": [
- {
- "userId": "string",
- "email": "string",
- "roles": [
- {
- "productId": "string",
- "roleId": "string"
}
]
}
], - "id": "string",
- "policyStatus": "POLICY_CREATED",
- "policyCreatedAt": "string",
- "policyStartedAt": "string",
- "lastNewBusinessBranchId": "string",
- "customerId": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Attach hostname to brokerage firm
path Parameters
brokerageFirmId required | string Brokerage firm id |
Request Body schema: application/json
hostname required | string Hostname |
Responses
Request samples
- Payload
{- "hostname": "string"
}
Response samples
- 200
{ }
Schedule new job
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
service required | string Enum: "DOCUMENTS" "BILLING" "SIGNATURE" "PAYMENTS" "PERMISSIONS" "LEGACY" "METRICS" "JOBS" |
command required | string |
payload required | object |
runAt | string <date-time> The time to schedule the job for |
maxAttempts | number The maximum number of attempts to run the job |
timeout | number The timeout of the job |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "service": "DOCUMENTS",
- "command": "string",
- "payload": { },
- "runAt": "2019-08-24T14:15:22Z",
- "maxAttempts": 0,
- "timeout": 0
}
Response samples
- 200
{ }
Update job
path Parameters
jobId required | string |
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
service required | string Enum: "DOCUMENTS" "BILLING" "SIGNATURE" "PAYMENTS" "PERMISSIONS" "LEGACY" "METRICS" "JOBS" |
command required | string |
payload required | object |
runAt | string <date-time> The time to schedule the job for |
maxAttempts | number The maximum number of attempts to run the job |
timeout | number The timeout of the job |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "service": "DOCUMENTS",
- "command": "string",
- "payload": { },
- "runAt": "2019-08-24T14:15:22Z",
- "maxAttempts": 0,
- "timeout": 0
}
List jobs by metadata
Request Body schema: application/json
required | object the query to search for |
object the page info | |
object the sort options | |
status | string Enum: "CREATED" "RUNNING" "SUCCEEDED" "FAILED" "CANCELLED" |
runAt | string <date-time> Job's execution datetime |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}, - "status": "CREATED",
- "runAt": "2019-08-24T14:15:22Z"
}
Fetch list of a given facet
query Parameters
brand | string Optional: The brand code |
model | string Optional: The model |
version | string Optional: the version |
facetName required | string Enum: "brand" "model" "version" "energyCode" "fiscalPower" The facetName possible values |
fiscalPower | number >= 1 The fiscalPower value |
energyCode | string The energy |
entryIntoCirculationDate | string <date-time> The first circulation date |
Responses
Response samples
- 200
{- "data": [
- "string"
]
}
Fetch vehicle details
query Parameters
brand required | string The brand |
model required | string The model |
fiscalPower required | number >= 1 fiscal power |
version required | string version |
numberOfSeats required | number number of seats |
Responses
Response samples
- 200
{- "data": [
- {
- "id": "string",
- "brand": "string",
- "model": "string",
- "fiscalPower": { },
- "energy": { },
- "energyCode": { },
- "version": "string",
- "bodyWork": { }
}
]
}
Create claim
Request Body schema: application/json
name | string Optional: Name of the entity |
description | string |
appliedAt | string <date-time> |
createdAt | string <date-time> |
responsibility | string |
category | string |
Array of objects (Metadata) metadata assigned to the object | |
externalId | string |
Responses
Request samples
- Payload
{- "name": "string",
- "description": "string",
- "appliedAt": "2019-08-24T14:15:22Z",
- "createdAt": "2019-08-24T14:15:22Z",
- "responsibility": "string",
- "category": "string",
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "externalId": "string"
}
Response samples
- 200
- 400
- 409
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "description": "string",
- "appliedAt": "2019-08-24T14:15:22Z",
- "createdAt": "2019-08-24T14:15:22Z",
- "responsibility": "string",
- "category": "string",
- "type": { },
- "id": "string",
- "externalId": "string"
}
List claims
query Parameters
Array of objects (Metadata) and search | |
Array of objects (Metadata) or search | |
count | number the number of items to return |
page | number the page to retrieve |
by required | string the sort key |
direction required | string the sort direction |
externalId required | string |
Responses
Response samples
- 200
- 400
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "description": "string",
- "appliedAt": "2019-08-24T14:15:22Z",
- "createdAt": "2019-08-24T14:15:22Z",
- "responsibility": "string",
- "category": "string",
- "type": { },
- "id": "string",
- "externalId": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Update claim
path Parameters
id required | string |
Request Body schema: application/json
name | string Optional: Name of the entity |
description | string |
appliedAt | string <date-time> |
createdAt | string <date-time> |
responsibility | string |
category | string |
Array of objects (Metadata) metadata assigned to the object |
Responses
Request samples
- Payload
{- "name": "string",
- "description": "string",
- "appliedAt": "2019-08-24T14:15:22Z",
- "createdAt": "2019-08-24T14:15:22Z",
- "responsibility": "string",
- "category": "string",
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
]
}
Response samples
- 200
- 400
- 404
- 409
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "description": "string",
- "appliedAt": "2019-08-24T14:15:22Z",
- "createdAt": "2019-08-24T14:15:22Z",
- "responsibility": "string",
- "category": "string",
- "type": { },
- "id": "string",
- "externalId": "string"
}
Response samples
- 200
- 400
- 404
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "description": "string",
- "appliedAt": "2019-08-24T14:15:22Z",
- "createdAt": "2019-08-24T14:15:22Z",
- "responsibility": "string",
- "category": "string",
- "type": { },
- "id": "string",
- "externalId": "string"
}
Response samples
- 200
- 400
- 404
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "name": "string",
- "description": "string",
- "appliedAt": "2019-08-24T14:15:22Z",
- "createdAt": "2019-08-24T14:15:22Z",
- "responsibility": "string",
- "category": "string",
- "type": { },
- "id": "string",
- "externalId": "string"
}
Schedule workflow execution
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
initialState required | object |
currentStep | string |
required | object (WorkflowDefinitionDto) |
runAt | string <date-time> |
parentId | string |
jobSchedulerRunId | string |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "initialState": { },
- "currentStep": "string",
- "workflow": {
- "name": "string",
- "firstNodeName": "string",
- "nodes": [
- "string"
]
}, - "runAt": "2019-08-24T14:15:22Z",
- "parentId": "string",
- "jobSchedulerRunId": "string"
}
Response samples
- 200
{- "type": "string",
- "id": "string"
}
List workflow runs
Request Body schema: application/json
object the query to search for | |
object the page info | |
object the sort options | |
count | number the number of items to return |
page | number the page to retrieve |
status | string Enum: "CREATED" "RUNNING" "SUCCEEDED" "FAILED" "CANCELLED" "ERROR" |
from | string <date-time> |
to | string <date-time> |
parentId | string |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}, - "count": 0,
- "page": 0,
- "status": "CREATED",
- "from": "2019-08-24T14:15:22Z",
- "to": "2019-08-24T14:15:22Z",
- "parentId": "string"
}
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": "string",
- "id": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z",
- "runAt": "2019-08-24T14:15:22Z",
- "status": "string",
- "attempts": 0,
- "startedAt": "2019-08-24T14:15:22Z",
- "finishedAt": "2019-08-24T14:15:22Z",
- "duration": 0,
- "currentStep": "string",
- "failureMessage": "string",
- "parentId": "string"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Response samples
- 200
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": "string",
- "id": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z",
- "runAt": "2019-08-24T14:15:22Z",
- "status": "string",
- "attempts": 0,
- "startedAt": "2019-08-24T14:15:22Z",
- "finishedAt": "2019-08-24T14:15:22Z",
- "duration": 0,
- "workflow": {
- "name": "string",
- "firstNodeName": "string",
- "nodes": [
- "string"
]
}, - "state": { },
- "currentStep": "string",
- "failureMessage": "string",
- "error": {
- "message": "string",
- "stack": "string"
}, - "parentId": "string"
}
List workflow run nodes
path Parameters
id required | string |
count | number the number of items to return |
page | number the page to retrieve |
Responses
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "type": "string",
- "id": "string",
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z",
- "workflowRunId": "string",
- "nodeType": { },
- "status": { },
- "attempts": 0,
- "startedAt": "2019-08-24T14:15:22Z",
- "finishedAt": "2019-08-24T14:15:22Z",
- "duration": 0,
- "node": {
- "name": "string"
}, - "input": { },
- "result": { },
- "error": {
- "message": "string",
- "stack": "string"
}
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
List averages scores on the policy
path Parameters
policyId required | string Policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
simulatedAt | string Optional: the simulatedAt datetime |
branchId | string Optional: the branchId |
Responses
Response samples
- 200
{- "scores": [
- {
- "date": "2019-08-24T14:15:22Z",
- "score": 0
}
]
}
Surcharge the policy
path Parameters
policyId required | string Policy id |
query Parameters
whenAt | string Optional: the whenAt datetime |
Request Body schema: application/json
newDrivequantSurchargeRate required | string (DrivequantSurchargeRate) Enum: "1.5" "1.3" "NONE" |
Responses
Request samples
- Payload
{- "newDrivequantSurchargeRate": "1.5"
}
Response samples
- 200
{ }
List current job schedulers
Request Body schema: application/json
required | object the query to search for |
object the page info | |
object the sort options | |
queueName | string |
Responses
Request samples
- Payload
{- "query": {
- "and": [
- {
- "key": "string",
- "value": "string"
}
], - "or": [
- {
- "key": "string",
- "value": "string"
}
]
}, - "pageInfo": {
- "count": 0,
- "page": 0
}, - "order": {
- "by": "string",
- "direction": "string"
}, - "queueName": "string"
}
Response samples
- 200
{- "data": [
- {
- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "type": { },
- "pattern": "string",
- "queueName": "string",
- "jobTemplate": { },
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z"
}
], - "pageInfo": {
- "first": true,
- "last": true
}, - "totalCount": 0,
- "currentPage": 0,
- "totalPages": 0
}
Get a job scheduler
Request Body schema: application/json
required | Array of objects (Metadata) metadata assigned to the object |
jobTemplate required | object |
cron required | string |
id required | string |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "jobTemplate": { },
- "cron": "string",
- "id": "string"
}
Response samples
- 200
- 404
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "type": { },
- "pattern": "string",
- "queueName": "string",
- "jobTemplate": { },
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z"
}
Response samples
- 200
- 404
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "id": "string",
- "type": { },
- "pattern": "string",
- "queueName": "string",
- "jobTemplate": { },
- "createdAt": "2019-08-24T14:15:22Z",
- "updatedAt": "2019-08-24T14:15:22Z"
}
Update a job scheduler
path Parameters
id required | string |
Request Body schema: application/json
Array of objects (Metadata) metadata assigned to the object | |
pattern | string |
jobTemplate | object |
Responses
Request samples
- Payload
{- "metadata": [
- {
- "key": "string",
- "value": "string"
}
], - "pattern": "string",
- "jobTemplate": { }
}
Response samples
- 200
- 404
{ }
Finalize the renewal proposition : accept or refuse it
path Parameters
policyId required | string Unique identifier for the policy |
branchId required | string Unique identifier for the branch |
query Parameters
whenAt | string Optional: the whenAt datetime |
finalizationType required | string Enum: "ACCEPTED" "REFUSED" Finalization type |
Responses
Response samples
- 200
- 404
- 409
{ }