> ## Documentation Index > Fetch the complete documentation index at: https://docs.effectiveai.app/llms.txt > Use this file to discover all available pages before exploring further. # Edit working filing details > Set the supplied fields; omitted fields stay unchanged and null clears nullable fields. Requires MC and filing edit permission. Imported and unclassified filings cannot be changed. Ownership, scope, sharing and filing mode cannot be edited. Updates use last-write-wins semantics; read current details before editing. ## OpenAPI ````yaml /openapi.json patch /managed-filings/{filingId} openapi: 3.0.3 info: title: Effective API version: 2.0.0 description: The public Effective REST API. Authenticate using an Effective API key. servers: - url: https://effectiveai.app/api/v2 description: Production security: - bearerAuth: [] paths: /managed-filings/{filingId}: patch: tags: - Managed Filings summary: Edit working filing details description: >- Set the supplied fields; omitted fields stay unchanged and null clears nullable fields. Requires MC and filing edit permission. Imported and unclassified filings cannot be changed. Ownership, scope, sharing and filing mode cannot be edited. Updates use last-write-wins semantics; read current details before editing. operationId: updateManagedFiling parameters: - schema: type: string format: uuid required: true name: filingId in: path requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/V2ManagedFilingUpdate' responses: '200': description: Updated filing. content: application/json: schema: $ref: '#/components/schemas/V2ManagedFilingDetail' '400': description: Invalid fields or request. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '401': description: Authentication required. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '403': description: A write-capable user credential and edit access are required. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '404': description: >- Filing, item, reference, or registered record type is missing or inaccessible. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '409': description: >- Read-only filing, occupied schedule position, dependency, or concurrent change. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '415': description: Content-Type must be application/json. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '500': description: Unexpected server error. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '503': description: Dependency temporarily unavailable. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' security: - bearerAuth: [] components: schemas: V2ManagedFilingUpdate: type: object properties: companyId: type: string format: uuid jurisdictionId: type: string format: uuid primaryProductId: type: string format: uuid additionalProductIds: type: array items: type: string format: uuid maxItems: 100 filingType: type: string enum: - form - rate - rule - rate_rule - form_rate - form_rule - form_rate_rule - adoption - withdrawal predecessorFilingId: type: string nullable: true format: uuid projectId: type: string nullable: true format: uuid description: type: string nullable: true minLength: 1 maxLength: 20000 reviewType: type: string nullable: true enum: - prior_approval - file_and_use - use_and_file - informational - null toiCode: type: string nullable: true enum: - '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 description: >- NAIC TOI code. When changing or clearing it, also change or clear any incompatible subToiCode. subToiCode: type: string nullable: true enum: - '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 description: >- Requires toiCode and must belong to that TOI. PATCH validates against the resulting filing, including unchanged fields. Discover valid pairs through the Records filings subToiCode field options endpoint with dependencyValue=. serffTrackingNumber: type: string nullable: true minLength: 1 maxLength: 256 stateTrackingNumber: type: string nullable: true minLength: 1 maxLength: 256 companyTrackingNumber: type: string nullable: true minLength: 1 maxLength: 256 disposition: type: string nullable: true enum: - pending - approved - filed - acknowledged - deemed_approved - disapproved - withdrawn - closed - null dispositionDate: type: string nullable: true format: date effectiveFromNew: type: string nullable: true format: date effectiveFromRenewal: type: string nullable: true format: date additionalProperties: false V2ManagedFilingDetail: type: object properties: id: type: string format: uuid description: Filing Record ID; not a reference-catalog filing ID. scope: type: string pattern: ^mc:[0-9a-f-]{36}$ description: 'Canonical authorization scope: mc:.' displayName: type: string filingMode: type: string nullable: true enum: - reference - managed - null description: Null means unclassified legacy data; do not assume it is editable. companyId: type: string format: uuid jurisdictionId: type: string format: uuid primaryProductId: type: string format: uuid filingType: type: string description: type: string nullable: true serffTrackingNumber: type: string nullable: true stateTrackingNumber: type: string nullable: true companyTrackingNumber: type: string nullable: true createdAt: type: string format: date-time updatedAt: type: string format: date-time additionalProductIds: type: array items: type: string format: uuid predecessorFilingId: type: string nullable: true format: uuid projectId: type: string nullable: true format: uuid reviewType: type: string nullable: true toiCode: type: string nullable: true subToiCode: type: string nullable: true disposition: type: string nullable: true dispositionDate: type: string nullable: true format: date effectiveFromNew: type: string nullable: true format: date effectiveFromRenewal: type: string nullable: true format: date permissions: type: object properties: read: type: boolean enum: - true edit: type: boolean description: >- Current MC and row permission for managed filing content. Reference/unclassified filings return false. manageAccess: type: boolean description: >- Existing Records sharing permission, including platform administration rules. required: - read - edit - manageAccess additionalProperties: false description: >- Advisory current permissions, not endpoint availability or authorization for a later request. Staging/recording permissions are not published by this read-only slice. required: - id - scope - displayName - filingMode - companyId - jurisdictionId - primaryProductId - filingType - description - serffTrackingNumber - stateTrackingNumber - companyTrackingNumber - createdAt - updatedAt - additionalProductIds - predecessorFilingId - projectId - reviewType - toiCode - subToiCode - disposition - dispositionDate - effectiveFromNew - effectiveFromRenewal - permissions additionalProperties: false V2CodedError: allOf: - $ref: '#/components/schemas/V2Error' - type: object properties: code: type: string minLength: 1 description: Stable error code. Clients must tolerate unknown future codes. details: type: array items: type: object properties: location: type: string enum: - path - query - header - body path: type: array items: type: string maxLength: 64 maxItems: 12 code: type: string enum: - required - invalid_type - invalid_value - unknown_field message: type: string minLength: 1 maxLength: 200 required: - location - path - code - message minItems: 1 maxItems: 20 description: Bounded safe validation issues; may omit some invalid fields. requestId: type: string minLength: 1 maxLength: 128 description: >- Existing server correlation for this HTTP attempt, when available. required: - code V2Error: type: object properties: error: type: string minLength: 1 description: Human-readable explanation of the failure. required: - error securitySchemes: bearerAuth: type: http scheme: bearer description: 'Effective API key. Send Authorization: Bearer sk-eai-...' ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.