| Name | Description | Type | Additional information |
|---|---|---|---|
| AgencyId |
Agency Id of policy's issuing agency, or parent agency of subagency if policy is issued by a subagency |
integer |
None. |
| AgentId |
Agent Id of the policy's agent |
integer |
None. |
| SubagencyId |
Agency Id of the policy's subagency, if issued by a subagency |
integer |
None. |
| CustomerId |
Customer Id |
integer |
Required |
| LineOfBusiness |
Line of business of policy |
string |
Required |
| ProductType |
Product type prefix |
string |
None. |
| State |
State or province of policy |
string |
Required |
| Country |
Country of policy |
string |
Required |
| UnderwritingCompanyId |
Underwriting company Id of policy |
integer |
Required |
| UniversalAccountId |
Universal account Id of policy |
integer |
Required |
| ConvPolicyNumber |
Conversion Renewal policy number (set only if IsConversionRenewal = True) |
string |
String length: inclusive between 0 and 30 |
| OriginalInceptionDate |
Conversion Renewal original inception date (set only if IsConversionRenewal = True) |
date |
None. |
| PolicyOrigin |
Policy Origin |
string |
String length: inclusive between 0 and 10 |
| EffectiveDate |
Effective date of policy |
date |
Required |
| ExpirationDate |
Expiration date of policy |
date |
Required |
| PolicyNumber |
Policy number |
string |
String length: inclusive between 0 and 12 |
| UnderlyingPolicyNumber |
Underlying / External Policy number |
string |
String length: inclusive between 0 and 30 |
| BillPlanId |
Bill plan Id for current term |
integer |
None. |
| ThirdPartyBillTypeId |
Third Party Bill Type Id |
integer |
None. |
| RenewalBillPlanId |
Bill plan Id for the renewal term |
integer |
None. |
| PrimaryNamedInsured |
Primary named insured's details |
PolicyEntityDTO |
None. |
| NamedInsuredLegalStatus |
Legal status of the primary named insured |
LegalStatusEnum |
None. |
| RateGuaranteeDate |
Rate guarantee date |
date |
None. |
| RatingTaxa |
Rating taxa of policy |
string |
Required |
| ProcessorId |
Processor Id |
integer |
None. |
| DivisionOrganizationId |
Division Id |
integer |
None. |
| AgencyCommissionOverride |
Override agency commissions |
CommissionDTO |
None. |
| SubagencyCommissionOverride |
Override subagency commissions |
CommissionDTO |
None. |
| AgentCommissionOverride |
Override agent commissions |
CommissionDTO |
None. |
| AdditionalPayees |
Additional commisionable payees |
Collection of AdditionalPayeeDTO |
None. |
| AdditionalParties |
Additional parties |
Collection of PolicyEntityDTO |
None. |
| TermNumber |
Policy Term Number |
integer |
None. |
| Status |
Policy Status (New / Renewal) |
CurrentStatusEnum |
None. |
| Id |
Primary Id |
integer |
None. |
| Expand |
Comma separated list of expansions to include in results |
string |
None. |