Start an underwriting file
curl --request POST \
--url https://api.effectiveai.app/api/v2/insurance/underwriting/files \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"manualId": "<string>",
"agencyAccountId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"title": "<string>",
"productId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"status": "received",
"submissionReference": "<string>",
"requestedEffectiveDate": "2023-12-25",
"requestedExpirationDate": "2023-12-25",
"receivedAt": "2023-11-07T05:31:56Z",
"agencyMessage": "<string>",
"description": "<string>",
"statements": [
{
"op": "open",
"products": [
"<string>"
]
}
]
}
'import requests
url = "https://api.effectiveai.app/api/v2/insurance/underwriting/files"
payload = {
"manualId": "<string>",
"agencyAccountId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"title": "<string>",
"productId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"status": "received",
"submissionReference": "<string>",
"requestedEffectiveDate": "2023-12-25",
"requestedExpirationDate": "2023-12-25",
"receivedAt": "2023-11-07T05:31:56Z",
"agencyMessage": "<string>",
"description": "<string>",
"statements": [
{
"op": "open",
"products": ["<string>"]
}
]
}
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({
manualId: '<string>',
agencyAccountId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
title: '<string>',
productId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
status: 'received',
submissionReference: '<string>',
requestedEffectiveDate: '2023-12-25',
requestedExpirationDate: '2023-12-25',
receivedAt: '2023-11-07T05:31:56Z',
agencyMessage: '<string>',
description: '<string>',
statements: [{op: 'open', products: ['<string>']}]
})
};
fetch('https://api.effectiveai.app/api/v2/insurance/underwriting/files', 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://api.effectiveai.app/api/v2/insurance/underwriting/files",
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([
'manualId' => '<string>',
'agencyAccountId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'title' => '<string>',
'productId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'status' => 'received',
'submissionReference' => '<string>',
'requestedEffectiveDate' => '2023-12-25',
'requestedExpirationDate' => '2023-12-25',
'receivedAt' => '2023-11-07T05:31:56Z',
'agencyMessage' => '<string>',
'description' => '<string>',
'statements' => [
[
'op' => 'open',
'products' => [
'<string>'
]
]
]
]),
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://api.effectiveai.app/api/v2/insurance/underwriting/files"
payload := strings.NewReader("{\n \"manualId\": \"<string>\",\n \"agencyAccountId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"title\": \"<string>\",\n \"productId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"status\": \"received\",\n \"submissionReference\": \"<string>\",\n \"requestedEffectiveDate\": \"2023-12-25\",\n \"requestedExpirationDate\": \"2023-12-25\",\n \"receivedAt\": \"2023-11-07T05:31:56Z\",\n \"agencyMessage\": \"<string>\",\n \"description\": \"<string>\",\n \"statements\": [\n {\n \"op\": \"open\",\n \"products\": [\n \"<string>\"\n ]\n }\n ]\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://api.effectiveai.app/api/v2/insurance/underwriting/files")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"manualId\": \"<string>\",\n \"agencyAccountId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"title\": \"<string>\",\n \"productId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"status\": \"received\",\n \"submissionReference\": \"<string>\",\n \"requestedEffectiveDate\": \"2023-12-25\",\n \"requestedExpirationDate\": \"2023-12-25\",\n \"receivedAt\": \"2023-11-07T05:31:56Z\",\n \"agencyMessage\": \"<string>\",\n \"description\": \"<string>\",\n \"statements\": [\n {\n \"op\": \"open\",\n \"products\": [\n \"<string>\"\n ]\n }\n ]\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.effectiveai.app/api/v2/insurance/underwriting/files")
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 \"manualId\": \"<string>\",\n \"agencyAccountId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"title\": \"<string>\",\n \"productId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"status\": \"received\",\n \"submissionReference\": \"<string>\",\n \"requestedEffectiveDate\": \"2023-12-25\",\n \"requestedExpirationDate\": \"2023-12-25\",\n \"receivedAt\": \"2023-11-07T05:31:56Z\",\n \"agencyMessage\": \"<string>\",\n \"description\": \"<string>\",\n \"statements\": [\n {\n \"op\": \"open\",\n \"products\": [\n \"<string>\"\n ]\n }\n ]\n}"
response = http.request(request)
puts response.read_body{
"file": {
"id": "<string>",
"title": "<string>",
"status": "draft",
"agencyAccountId": "<string>",
"productId": "<string>",
"underwriterIds": [
"<string>"
],
"manualId": "<string>",
"lastSeq": 123,
"stages": [
"absent"
],
"createdAt": "2023-11-07T05:31:56Z",
"updatedAt": "2023-11-07T05:31:56Z"
},
"lastSeq": 123,
"actingAs": {
"userId": "<string>",
"side": "carrier",
"role": "<string>",
"roles": [
"<string>"
],
"owner": "<string>",
"human": true
},
"view": {
"format": "<string>",
"lastSeq": 1,
"offers": [
{
"id": "<string>",
"stage": "absent"
}
],
"ratings": [
{
"id": "<string>",
"offers": [
"<string>"
],
"rater": {
"raterId": "<string>",
"releaseVersion": 2
},
"package": "<string>",
"bundleId": "<string>",
"inputs": {},
"inputsDigest": "<string>",
"status": "needed",
"reason": "not_permitted",
"runId": "<string>"
}
]
},
"dryRun": true,
"applyId": "<string>",
"seqs": [
123
],
"replayed": true,
"entries": [
{
"id": "<string>",
"seq": 123,
"status": "<string>",
"actor": {
"userId": "<string>",
"side": "<string>",
"role": "<string>",
"owner": "<string>",
"human": true
},
"recordedAt": "2023-11-07T05:31:56Z",
"applyId": "<string>",
"op": {
"op": "open",
"products": [
"<string>"
]
}
}
],
"runs": [
{
"id": "<string>",
"rater": "<string>",
"package": "<string>",
"coveragePart": "<string>",
"raterId": "<string>",
"releaseVersion": 123,
"bundleId": "<string>",
"executionId": "<string>",
"ok": true,
"request": {},
"inputsDigest": "<string>",
"outputs": {},
"refusal": {
"code": "invalid_inputs",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true
},
"afterSeq": 123,
"ratedAt": "2023-11-07T05:31:56Z"
}
]
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}Underwriting workbench
Start an underwriting file
An underwriting file: one insured’s underwriting submission for an agency account, run on one underwriting manual for its whole life. Send first statements, such as opening it on a product and the first answers, to record them in the same call; the response is the file, its view and what was recorded, as recordUnderwritingFileStatements returns.
Who you act as comes from your organization’s underwriting roles, never from the request: you act in your first role. Statements the manual refuses are refused before anything is created. Requires edit access to the agency account; the file inherits its access. Not idempotent: after an uncertain response, list underwriting files before retrying.
POST
/
insurance
/
underwriting
/
files
Start an underwriting file
curl --request POST \
--url https://api.effectiveai.app/api/v2/insurance/underwriting/files \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"manualId": "<string>",
"agencyAccountId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"title": "<string>",
"productId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"status": "received",
"submissionReference": "<string>",
"requestedEffectiveDate": "2023-12-25",
"requestedExpirationDate": "2023-12-25",
"receivedAt": "2023-11-07T05:31:56Z",
"agencyMessage": "<string>",
"description": "<string>",
"statements": [
{
"op": "open",
"products": [
"<string>"
]
}
]
}
'import requests
url = "https://api.effectiveai.app/api/v2/insurance/underwriting/files"
payload = {
"manualId": "<string>",
"agencyAccountId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"title": "<string>",
"productId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"status": "received",
"submissionReference": "<string>",
"requestedEffectiveDate": "2023-12-25",
"requestedExpirationDate": "2023-12-25",
"receivedAt": "2023-11-07T05:31:56Z",
"agencyMessage": "<string>",
"description": "<string>",
"statements": [
{
"op": "open",
"products": ["<string>"]
}
]
}
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({
manualId: '<string>',
agencyAccountId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
title: '<string>',
productId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
status: 'received',
submissionReference: '<string>',
requestedEffectiveDate: '2023-12-25',
requestedExpirationDate: '2023-12-25',
receivedAt: '2023-11-07T05:31:56Z',
agencyMessage: '<string>',
description: '<string>',
statements: [{op: 'open', products: ['<string>']}]
})
};
fetch('https://api.effectiveai.app/api/v2/insurance/underwriting/files', 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://api.effectiveai.app/api/v2/insurance/underwriting/files",
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([
'manualId' => '<string>',
'agencyAccountId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'title' => '<string>',
'productId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'status' => 'received',
'submissionReference' => '<string>',
'requestedEffectiveDate' => '2023-12-25',
'requestedExpirationDate' => '2023-12-25',
'receivedAt' => '2023-11-07T05:31:56Z',
'agencyMessage' => '<string>',
'description' => '<string>',
'statements' => [
[
'op' => 'open',
'products' => [
'<string>'
]
]
]
]),
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://api.effectiveai.app/api/v2/insurance/underwriting/files"
payload := strings.NewReader("{\n \"manualId\": \"<string>\",\n \"agencyAccountId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"title\": \"<string>\",\n \"productId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"status\": \"received\",\n \"submissionReference\": \"<string>\",\n \"requestedEffectiveDate\": \"2023-12-25\",\n \"requestedExpirationDate\": \"2023-12-25\",\n \"receivedAt\": \"2023-11-07T05:31:56Z\",\n \"agencyMessage\": \"<string>\",\n \"description\": \"<string>\",\n \"statements\": [\n {\n \"op\": \"open\",\n \"products\": [\n \"<string>\"\n ]\n }\n ]\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://api.effectiveai.app/api/v2/insurance/underwriting/files")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"manualId\": \"<string>\",\n \"agencyAccountId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"title\": \"<string>\",\n \"productId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"status\": \"received\",\n \"submissionReference\": \"<string>\",\n \"requestedEffectiveDate\": \"2023-12-25\",\n \"requestedExpirationDate\": \"2023-12-25\",\n \"receivedAt\": \"2023-11-07T05:31:56Z\",\n \"agencyMessage\": \"<string>\",\n \"description\": \"<string>\",\n \"statements\": [\n {\n \"op\": \"open\",\n \"products\": [\n \"<string>\"\n ]\n }\n ]\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.effectiveai.app/api/v2/insurance/underwriting/files")
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 \"manualId\": \"<string>\",\n \"agencyAccountId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"title\": \"<string>\",\n \"productId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"status\": \"received\",\n \"submissionReference\": \"<string>\",\n \"requestedEffectiveDate\": \"2023-12-25\",\n \"requestedExpirationDate\": \"2023-12-25\",\n \"receivedAt\": \"2023-11-07T05:31:56Z\",\n \"agencyMessage\": \"<string>\",\n \"description\": \"<string>\",\n \"statements\": [\n {\n \"op\": \"open\",\n \"products\": [\n \"<string>\"\n ]\n }\n ]\n}"
response = http.request(request)
puts response.read_body{
"file": {
"id": "<string>",
"title": "<string>",
"status": "draft",
"agencyAccountId": "<string>",
"productId": "<string>",
"underwriterIds": [
"<string>"
],
"manualId": "<string>",
"lastSeq": 123,
"stages": [
"absent"
],
"createdAt": "2023-11-07T05:31:56Z",
"updatedAt": "2023-11-07T05:31:56Z"
},
"lastSeq": 123,
"actingAs": {
"userId": "<string>",
"side": "carrier",
"role": "<string>",
"roles": [
"<string>"
],
"owner": "<string>",
"human": true
},
"view": {
"format": "<string>",
"lastSeq": 1,
"offers": [
{
"id": "<string>",
"stage": "absent"
}
],
"ratings": [
{
"id": "<string>",
"offers": [
"<string>"
],
"rater": {
"raterId": "<string>",
"releaseVersion": 2
},
"package": "<string>",
"bundleId": "<string>",
"inputs": {},
"inputsDigest": "<string>",
"status": "needed",
"reason": "not_permitted",
"runId": "<string>"
}
]
},
"dryRun": true,
"applyId": "<string>",
"seqs": [
123
],
"replayed": true,
"entries": [
{
"id": "<string>",
"seq": 123,
"status": "<string>",
"actor": {
"userId": "<string>",
"side": "<string>",
"role": "<string>",
"owner": "<string>",
"human": true
},
"recordedAt": "2023-11-07T05:31:56Z",
"applyId": "<string>",
"op": {
"op": "open",
"products": [
"<string>"
]
}
}
],
"runs": [
{
"id": "<string>",
"rater": "<string>",
"package": "<string>",
"coveragePart": "<string>",
"raterId": "<string>",
"releaseVersion": 123,
"bundleId": "<string>",
"executionId": "<string>",
"ok": true,
"request": {},
"inputsDigest": "<string>",
"outputs": {},
"refusal": {
"code": "invalid_inputs",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true
},
"afterSeq": 123,
"ratedAt": "2023-11-07T05:31:56Z"
}
]
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}{
"error": "<string>",
"code": "<string>",
"details": [
{
"location": "path",
"path": [
"<string>"
],
"code": "required",
"message": "<string>"
}
],
"requestId": "<string>",
"dataset": "naic",
"businessCode": "<string>",
"violations": [
{
"code": "<string>",
"message": "<string>",
"path": "<string>",
"value": "<unknown>",
"constraint": "<string>",
"cite": "<string>"
}
],
"violationsTruncated": true,
"executionId": "<string>",
"accessUrl": "<string>",
"runtimeCode": "<string>",
"statementIndex": 123,
"lastSeq": 123,
"target": "<string>",
"offer": "<string>",
"blockers": [
"<string>"
],
"rating": {
"status": "<string>",
"runIds": [
"<string>"
],
"waitingOn": [
"<string>"
],
"recovery": "<string>"
}
}Authorizations
Effective API key. Send Authorization: Bearer sk-eai-...
Body
application/json
The manual to pin the underwriting file to, for good.
Pattern:
^[a-f0-9]{64}$The agency account (the insured). You need edit access to it.
Defaults to “Underwriting file”.
Required string length:
1 - 500The record status people set. It is a label: what a statement may do is decided from the log, never from it.
Available options:
draft, received, in_review, needs_information, accepted_for_quoting, declined, withdrawn Required string length:
1 - 200Available options:
new, renewal Maximum string length:
20000Maximum string length:
20000First statements, recorded with the underwriting file. If the manual refuses them, nothing is created.
Required array length:
1 - 200 elementsOpen the underwriting file on products the manual sells.
- Option 1
- Option 2
- Option 3
- Option 4
- Option 5
- Option 6
- Option 7
- Option 8
- Option 9
- Option 10
- Option 11
- Option 12
Show child attributes
Show child attributes
Response
The new underwriting file, its view and what its first statements recorded.
Show child attributes
Show child attributes
Send as after with your next statements.
Who you act as here.
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Show child attributes
The workbench view as you may see it now. format, lastSeq, the offers’ id and stage, and ratings are this API’s contract; every other field is defined by the engine’s view format. Tolerate fields you do not know.
Show child attributes
Show child attributes
True for dryRun=true: nothing was stored. entries, runs and view are what the statements would produce, priced; file is as stored.
This request; the entries it wrote carry it. Null on a dry run.
Seqs of the entries your statements appended (the manual’s own entries after them are in entries); empty on a dry run.
True when this Idempotency-Key was already applied: nothing new was appended.
The entries appended (on a dry run, that would be): your statements, then any the manual wrote itself after them.
Show child attributes
Show child attributes
The ratings this request made with the manual’s bound rater bundles, each kept for good with a rater execution record. On a dry run the what-if is rated too, so the preview is priced, and nothing is kept. Ratings it did not make are in view.ratings as needed, with their reason.
Show child attributes
Show child attributes