Create a filing
curl --request POST \
--url https://effectiveai.app/api/v2/insurance/managed-filings \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"scope": "<string>",
"companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"jurisdictionId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"primaryProductId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"additionalProductIds": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"predecessorFilingId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"description": "<string>",
"serffTrackingNumber": "<string>",
"stateTrackingNumber": "<string>",
"companyTrackingNumber": "<string>",
"dispositionDate": "2023-12-25",
"effectiveFromNew": "2023-12-25",
"effectiveFromRenewal": "2023-12-25"
}
'import requests
url = "https://effectiveai.app/api/v2/insurance/managed-filings"
payload = {
"scope": "<string>",
"companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"jurisdictionId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"primaryProductId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"additionalProductIds": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"],
"predecessorFilingId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"description": "<string>",
"serffTrackingNumber": "<string>",
"stateTrackingNumber": "<string>",
"companyTrackingNumber": "<string>",
"dispositionDate": "2023-12-25",
"effectiveFromNew": "2023-12-25",
"effectiveFromRenewal": "2023-12-25"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
scope: '<string>',
companyId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
jurisdictionId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
primaryProductId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
additionalProductIds: ['3c90c3cc-0d44-4b50-8888-8dd25736052a'],
predecessorFilingId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
description: '<string>',
serffTrackingNumber: '<string>',
stateTrackingNumber: '<string>',
companyTrackingNumber: '<string>',
dispositionDate: '2023-12-25',
effectiveFromNew: '2023-12-25',
effectiveFromRenewal: '2023-12-25'
})
};
fetch('https://effectiveai.app/api/v2/insurance/managed-filings', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://effectiveai.app/api/v2/insurance/managed-filings",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'scope' => '<string>',
'companyId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'jurisdictionId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'primaryProductId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'additionalProductIds' => [
'3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'predecessorFilingId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'description' => '<string>',
'serffTrackingNumber' => '<string>',
'stateTrackingNumber' => '<string>',
'companyTrackingNumber' => '<string>',
'dispositionDate' => '2023-12-25',
'effectiveFromNew' => '2023-12-25',
'effectiveFromRenewal' => '2023-12-25'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://effectiveai.app/api/v2/insurance/managed-filings"
payload := strings.NewReader("{\n \"scope\": \"<string>\",\n \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"jurisdictionId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"primaryProductId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"additionalProductIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"predecessorFilingId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"description\": \"<string>\",\n \"serffTrackingNumber\": \"<string>\",\n \"stateTrackingNumber\": \"<string>\",\n \"companyTrackingNumber\": \"<string>\",\n \"dispositionDate\": \"2023-12-25\",\n \"effectiveFromNew\": \"2023-12-25\",\n \"effectiveFromRenewal\": \"2023-12-25\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://effectiveai.app/api/v2/insurance/managed-filings")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"scope\": \"<string>\",\n \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"jurisdictionId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"primaryProductId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"additionalProductIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"predecessorFilingId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"description\": \"<string>\",\n \"serffTrackingNumber\": \"<string>\",\n \"stateTrackingNumber\": \"<string>\",\n \"companyTrackingNumber\": \"<string>\",\n \"dispositionDate\": \"2023-12-25\",\n \"effectiveFromNew\": \"2023-12-25\",\n \"effectiveFromRenewal\": \"2023-12-25\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://effectiveai.app/api/v2/insurance/managed-filings")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"scope\": \"<string>\",\n \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"jurisdictionId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"primaryProductId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"additionalProductIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"predecessorFilingId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"description\": \"<string>\",\n \"serffTrackingNumber\": \"<string>\",\n \"stateTrackingNumber\": \"<string>\",\n \"companyTrackingNumber\": \"<string>\",\n \"dispositionDate\": \"2023-12-25\",\n \"effectiveFromNew\": \"2023-12-25\",\n \"effectiveFromRenewal\": \"2023-12-25\"\n}"
response = http.request(request)
puts response.read_body{
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"scope": "<string>",
"displayName": "<string>",
"filingMode": "reference",
"companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"jurisdictionId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"primaryProductId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"filingType": "<string>",
"description": "<string>",
"serffTrackingNumber": "<string>",
"stateTrackingNumber": "<string>",
"companyTrackingNumber": "<string>",
"createdAt": "2023-11-07T05:31:56Z",
"updatedAt": "2023-11-07T05:31:56Z",
"additionalProductIds": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"predecessorFilingId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"reviewType": "<string>",
"toiCode": "<string>",
"subToiCode": "<string>",
"disposition": "<string>",
"dispositionDate": "2023-12-25",
"effectiveFromNew": "2023-12-25",
"effectiveFromRenewal": "2023-12-25",
"permissions": {
"read": true,
"edit": true,
"manageAccess": true
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}Managed Filings
Create a filing
Creates a filing workspace.
POST
/
insurance
/
managed-filings
Create a filing
curl --request POST \
--url https://effectiveai.app/api/v2/insurance/managed-filings \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"scope": "<string>",
"companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"jurisdictionId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"primaryProductId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"additionalProductIds": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"predecessorFilingId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"description": "<string>",
"serffTrackingNumber": "<string>",
"stateTrackingNumber": "<string>",
"companyTrackingNumber": "<string>",
"dispositionDate": "2023-12-25",
"effectiveFromNew": "2023-12-25",
"effectiveFromRenewal": "2023-12-25"
}
'import requests
url = "https://effectiveai.app/api/v2/insurance/managed-filings"
payload = {
"scope": "<string>",
"companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"jurisdictionId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"primaryProductId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"additionalProductIds": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"],
"predecessorFilingId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"description": "<string>",
"serffTrackingNumber": "<string>",
"stateTrackingNumber": "<string>",
"companyTrackingNumber": "<string>",
"dispositionDate": "2023-12-25",
"effectiveFromNew": "2023-12-25",
"effectiveFromRenewal": "2023-12-25"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
scope: '<string>',
companyId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
jurisdictionId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
primaryProductId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
additionalProductIds: ['3c90c3cc-0d44-4b50-8888-8dd25736052a'],
predecessorFilingId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
description: '<string>',
serffTrackingNumber: '<string>',
stateTrackingNumber: '<string>',
companyTrackingNumber: '<string>',
dispositionDate: '2023-12-25',
effectiveFromNew: '2023-12-25',
effectiveFromRenewal: '2023-12-25'
})
};
fetch('https://effectiveai.app/api/v2/insurance/managed-filings', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://effectiveai.app/api/v2/insurance/managed-filings",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'scope' => '<string>',
'companyId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'jurisdictionId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'primaryProductId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'additionalProductIds' => [
'3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'predecessorFilingId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'description' => '<string>',
'serffTrackingNumber' => '<string>',
'stateTrackingNumber' => '<string>',
'companyTrackingNumber' => '<string>',
'dispositionDate' => '2023-12-25',
'effectiveFromNew' => '2023-12-25',
'effectiveFromRenewal' => '2023-12-25'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://effectiveai.app/api/v2/insurance/managed-filings"
payload := strings.NewReader("{\n \"scope\": \"<string>\",\n \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"jurisdictionId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"primaryProductId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"additionalProductIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"predecessorFilingId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"description\": \"<string>\",\n \"serffTrackingNumber\": \"<string>\",\n \"stateTrackingNumber\": \"<string>\",\n \"companyTrackingNumber\": \"<string>\",\n \"dispositionDate\": \"2023-12-25\",\n \"effectiveFromNew\": \"2023-12-25\",\n \"effectiveFromRenewal\": \"2023-12-25\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://effectiveai.app/api/v2/insurance/managed-filings")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"scope\": \"<string>\",\n \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"jurisdictionId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"primaryProductId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"additionalProductIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"predecessorFilingId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"description\": \"<string>\",\n \"serffTrackingNumber\": \"<string>\",\n \"stateTrackingNumber\": \"<string>\",\n \"companyTrackingNumber\": \"<string>\",\n \"dispositionDate\": \"2023-12-25\",\n \"effectiveFromNew\": \"2023-12-25\",\n \"effectiveFromRenewal\": \"2023-12-25\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://effectiveai.app/api/v2/insurance/managed-filings")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"scope\": \"<string>\",\n \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"jurisdictionId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"primaryProductId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"additionalProductIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"predecessorFilingId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"description\": \"<string>\",\n \"serffTrackingNumber\": \"<string>\",\n \"stateTrackingNumber\": \"<string>\",\n \"companyTrackingNumber\": \"<string>\",\n \"dispositionDate\": \"2023-12-25\",\n \"effectiveFromNew\": \"2023-12-25\",\n \"effectiveFromRenewal\": \"2023-12-25\"\n}"
response = http.request(request)
puts response.read_body{
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"scope": "<string>",
"displayName": "<string>",
"filingMode": "reference",
"companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"jurisdictionId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"primaryProductId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"filingType": "<string>",
"description": "<string>",
"serffTrackingNumber": "<string>",
"stateTrackingNumber": "<string>",
"companyTrackingNumber": "<string>",
"createdAt": "2023-11-07T05:31:56Z",
"updatedAt": "2023-11-07T05:31:56Z",
"additionalProductIds": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"predecessorFilingId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"reviewType": "<string>",
"toiCode": "<string>",
"subToiCode": "<string>",
"disposition": "<string>",
"dispositionDate": "2023-12-25",
"effectiveFromNew": "2023-12-25",
"effectiveFromRenewal": "2023-12-25",
"permissions": {
"read": true,
"edit": true,
"manageAccess": true
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>"
}Authorizations
Effective API key. Send Authorization: Bearer sk-eai-...
Body
application/json
Authorization scope UUID or stable slug prefixed with mc:.
Pattern:
^mc:[A-Za-z0-9][A-Za-z0-9-]{0,127}$Company ID from GET or POST /api/v2/insurance/managed-filings/companies in this scope.
Jurisdiction ID from GET or POST /api/v2/insurance/managed-filings/jurisdictions in this scope.
Product ID from GET or POST /api/v2/insurance/managed-filings/products in this scope.
Material or action being filed: form, rate, rule, their named combinations, adoption of existing material, or withdrawal of material.
Available options:
form, rate, rule, rate_rule, form_rate, form_rule, form_rate_rule, adoption, withdrawal Optional distinct product IDs from /api/v2/insurance/managed-filings/products; exclude primaryProductId.
Maximum array length:
100Optional readable filing ID from GET /api/v2/insurance/managed-filings in the same scope; not a research-catalog filing ID.
Free-text summary of the filing being prepared.
Required string length:
1 - 20000Regulatory review procedure, not automated pre-review: prior_approval requires approval before use; file_and_use files before use; use_and_file files after use; informational supplies information. This field does not determine jurisdiction-specific deadlines or requirements.
Available options:
prior_approval, file_and_use, use_and_file, informational, null NAIC TOI code. When changing or clearing it, also change or clear any incompatible subToiCode.
Available options:
01.0, 02.1, 02.3, 03.0, 04.0, 05.0, 05.1, 05.2, 06.0, 08.0, 09.0, 10.0, 11.0, 11.1, 11.2, 12.0, 16.0, 17.0, 17.1, 17.2, 18.0, 19.0, 20.0, 21.4, 22.0, 23.0, 24.0, 26.0, 27.0, 28.1, 28.2, 28.3, 30.0, 30.1, 33.0, 34.0, 35.0, null Requires toiCode and must belong to that TOI. PATCH validates against the resulting filing, including unchanged fields. Discover valid pairs through GET /api/v2/insurance/insurance-types and GET /api/v2/insurance/insurance-types/{toiCode}/subtypes.
Available options:
01.0001, 01.0002, 02.1000, 02.1001, 02.1002, 02.3001, 02.3002, 02.3003, 02.3004, 03.0000, 04.0000, 04.0001, 04.0002, 04.0003, 04.0004, 04.0005, 05.0000, 05.0001, 05.0002, 05.0003, 05.0004, 05.0005, 05.0006, 05.0007, 05.1000, 05.1001, 05.1002, 05.1003, 05.1004, 05.1005, 05.1006, 05.1007, 05.2000, 05.2001, 05.2002, 05.2003, 05.2004, 05.2005, 05.2006, 05.2007, 06.0000, 06.0001, 06.0002, 06.0003, 06.0004, 08.0000, 09.0000, 09.0001, 09.0002, 09.0003, 09.0004, 09.0005, 09.0006, 09.0007, 09.0008, 09.0009, 09.0010, 10.0000, 11.0000, 11.0001, 11.0002, 11.0003, 11.0004, 11.0005, 11.0006, 11.0007, 11.0008, 11.0009, 11.0010, 11.0011, 11.0012, 11.0013, 11.0014, 11.0015, 11.0016, 11.0017, 11.0018, 11.0019, 11.0020, 11.0021, 11.0022, 11.0023, 11.0024, 11.0025, 11.0026, 11.0027, 11.0028, 11.0029, 11.0030, 11.0031, 11.0032, 11.0033, 11.1000, 11.1001, 11.1002, 11.1003, 11.1004, 11.1005, 11.1006, 11.1007, 11.1008, 11.1009, 11.1010, 11.1011, 11.1012, 11.1013, 11.1014, 11.1015, 11.1016, 11.1017, 11.1018, 11.1019, 11.1020, 11.1021, 11.1022, 11.1023, 11.1024, 11.1025, 11.1026, 11.1027, 11.1028, 11.1029, 11.1030, 11.1031, 11.1032, 11.1033, 11.2000, 11.2001, 11.2002, 11.2003, 11.2004, 11.2005, 11.2006, 11.2007, 11.2008, 11.2009, 11.2010, 11.2011, 11.2012, 11.2013, 11.2014, 11.2015, 11.2016, 11.2017, 11.2018, 11.2019, 11.2020, 11.2021, 11.2022, 11.2023, 11.2024, 11.2025, 11.2026, 11.2027, 11.2028, 11.2029, 11.2030, 11.2031, 11.2032, 11.2033, 12.0001, 12.0002, 16.0000, 16.0001, 16.0002, 16.0003, 16.0004, 16.0005, 17.0000, 17.0001, 17.0002, 17.0003, 17.0004, 17.0005, 17.0006, 17.0007, 17.0008, 17.0009, 17.0010, 17.0011, 17.0012, 17.0013, 17.0014, 17.0015, 17.0016, 17.0017, 17.0018, 17.0019, 17.0020, 17.0021, 17.0022, 17.0023, 17.0024, 17.0025, 17.0026, 17.0027, 17.0028, 17.0029, 17.1000, 17.1001, 17.1002, 17.1003, 17.1004, 17.1005, 17.1006, 17.1007, 17.1008, 17.1009, 17.1010, 17.1011, 17.1012, 17.1013, 17.1014, 17.1015, 17.1016, 17.1017, 17.1018, 17.1019, 17.1020, 17.1021, 17.1022, 17.1023, 17.1024, 17.1025, 17.1026, 17.1027, 17.1028, 17.1029, 17.2000, 17.2001, 17.2002, 17.2003, 17.2004, 17.2005, 17.2006, 17.2007, 17.2008, 17.2009, 17.2010, 17.2011, 17.2012, 17.2013, 17.2014, 17.2015, 17.2016, 17.2017, 17.2018, 17.2019, 17.2020, 17.2021, 17.2022, 17.2023, 17.2024, 17.2025, 17.2026, 17.2027, 17.2028, 17.2029, 18.0000, 18.0001, 18.0002, 19.0000, 19.0001, 19.0002, 19.0003, 19.0004, 20.0000, 20.0001, 20.0002, 20.0003, 20.0004, 21.0004, 22.0000, 23.0000, 24.0000, 26.0001, 26.0002, 27.0000, 28.1000, 28.2001, 28.2002, 28.2003, 28.2004, 28.2005, 28.2006, 28.3000, 30.0000, 30.1000, 33.0001, 33.0002, 33.0003, 33.0004, 33.0005, 33.0006, 34.0000, 35.0000, 35.0001, 35.0002, null Tracking number assigned by SERFF; null if not recorded.
Required string length:
1 - 256Tracking number assigned by the reviewing jurisdiction; null if not recorded.
Required string length:
1 - 256Your company’s internal tracking number; null if not recorded.
Required string length:
1 - 256Recorded regulatory status: pending awaits a result; approved records approval; filed records acceptance for filing; acknowledged records receipt; deemed_approved records approval under an applicable deemed-approval provision; disapproved records rejection; withdrawn records withdrawal; closed records closure. Setting this field does not contact SERFF or establish regulatory approval.
Available options:
pending, approved, filed, acknowledged, deemed_approved, disapproved, withdrawn, closed, null Date of the recorded regulatory disposition, in YYYY-MM-DD format.
Effective date for new business, in YYYY-MM-DD format. Recording a date does not authorize use.
Effective date for renewal business, in YYYY-MM-DD format. May differ from the new-business date.
Response
Created filing. Location identifies its detail URL.
Managed filing ID; not a reference-catalog filing ID.
Canonical authorization scope: mc:.
Pattern:
^mc:[0-9a-f-]{36}$Display label: the first available SERFF, state, or company tracking number, otherwise the filing ID.
managed is a working filing; reference is a read-only imported filing. Null is unclassified legacy data and is also read-only.
Available options:
reference, managed, null Company ID from GET or POST /api/v2/insurance/managed-filings/companies in this scope.
Jurisdiction ID from GET or POST /api/v2/insurance/managed-filings/jurisdictions in this scope.
Product ID from GET or POST /api/v2/insurance/managed-filings/products in this scope.
Material or action being filed: form, rate, rule, their named combinations, adoption of existing material, or withdrawal of material.
Free-text summary of the filing being prepared.
Tracking number assigned by SERFF; null if not recorded.
Tracking number assigned by the reviewing jurisdiction; null if not recorded.
Your company’s internal tracking number; null if not recorded.
Time the filing workspace was created, in UTC.
Time the filing details were last updated, in UTC.
Optional distinct product IDs from /api/v2/insurance/managed-filings/products; exclude primaryProductId.
Optional readable filing ID from GET /api/v2/insurance/managed-filings in the same scope; not a research-catalog filing ID.
Regulatory review procedure, not automated pre-review: prior_approval requires approval before use; file_and_use files before use; use_and_file files after use; informational supplies information. This field does not determine jurisdiction-specific deadlines or requirements.
NAIC TOI code. When changing or clearing it, also change or clear any incompatible subToiCode.
Requires toiCode and must belong to that TOI. PATCH validates against the resulting filing, including unchanged fields. Discover valid pairs through GET /api/v2/insurance/insurance-types and GET /api/v2/insurance/insurance-types/{toiCode}/subtypes.
Recorded regulatory status: pending awaits a result; approved records approval; filed records acceptance for filing; acknowledged records receipt; deemed_approved records approval under an applicable deemed-approval provision; disapproved records rejection; withdrawn records withdrawal; closed records closure. Setting this field does not contact SERFF or establish regulatory approval.
Date of the recorded regulatory disposition, in YYYY-MM-DD format.
Effective date for new business, in YYYY-MM-DD format. Recording a date does not authorize use.
Effective date for renewal business, in YYYY-MM-DD format. May differ from the new-business date.
Advisory current permissions, not endpoint availability or authorization for a later request. Staging and submission-recording permissions are not included.
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