Summary

The Great American Insurance Documents API is a REST-based API for document storage and retrieval and working with cases that are used for underwriting related workflows.

Environment Base URLs
Environment External URL

DEV

https://dev01.api.gaig.com/document

UAT

https://uat01.api.gaig.com/document

PROD

https://prod01.api.gaig.com/document

Authorization

All endpoints on this API are secured with OAuth 2.0, using the client_credentials grant type.

Environment External URL

DEV

https://dev01.api.gaig.com/oauth/token

UAT

https://uat01.api.gaig.com/oauth/token

PROD

https://prod01.api.gaig.com/oauth/token

Example HTTP Request
POST /oauth/token HTTP/1.1
Authorization: Basic {{base64 encoded clientId:clientSecret}}
Content-Type: application/x-www-form-urlencoded

grant_type=client_credentials
Example HTTP Response
HTTP/1.1 200 OK
Content-Type: application/json

{
  "api_product_list_json": [
    "document-dev",
    "rating-dev"
  ],
  "token_type": "Bearer",
  "access_token": "",
  "expires_in": 3599,
}
Authorization Response Fields
Field Type Description

api_product_list_json

array

Array of strings indicating the authorities granted to the client.

token_type

string

This value should be placed in the Authorization header for API requests.

Authorization: {{token_type}} {{access_token}}

access_token

string

This value should be placed in the Authorization header for API requests.

Authorization: {{token_type}} {{access_token}}

expires_in

number

The time in seconds when the access token will expire.

Overview

Usage notes

  • Date values must be specified in the ISO format: YYYY-MM-DD[Thh:mm:ss] (e.g. 2019-06-01, 2019-06-01T14:00:00)

Documents API

Key concepts

  • Documents are categorized by a "document category" such as "claims", "underwriting", "corporate", etc.

  • Within each category, documents are defined by a "document type" such as "PolicyForms", "SpecialtyClaims", etc.

  • Each document is assigned a set of associated "metadata properties" such as "ClaimID", "AgentName", etc.

  • A single document may contain the contents of multiple files if more than one file was provided when the document was added. Each file is considered a separate "content element" identified by a unique id (e.g. 0, 1, 2). Most documents only contain a single content element with the id "0".

Adding documents

To add a document with content, send a multipart/form-data POST request with the file(s) that make up the document’s contents encoded in the files parameter.

The add documents endpoint is…​

POST /api/{category}/documents/{documentType}
e.g. POST /api/underwriting/documents/PolicyForms

…​and the request parameters and contents are described below.

API Path Parameters

The document category and type are specified as segments of the API endpoint URI.

Table 1. /api/{documentCategory}/documents/{documentType}
Parameter Description

documentCategory

The document category.

documentType

The specific document type.

API Request Parts

The document’s contents and metadata are specified as multipart request parts.

Part Description

files

The file(s) to upload.

metadata

The document metadata properties as a JSON object.

The Content-type of the metadata request part must be specified as application/json.

Example requests

PolicyForms

This is an example of adding an underwriting document of type PolicyForms.

The API request:
POST /api/underwriting/documents/PolicyForms HTTP/1.1
Content-Type: multipart/form-data;boundary=qjqg6eZHuqD9-fzF5pIVWCXwPy2e7P1KONSq8tG; boundary=6o2knFse3p53ty9dmcQvWAIx1zInP11uCfbm
Accept: application/json
Content-Length: 1197

--qjqg6eZHuqD9-fzF5pIVWCXwPy2e7P1KONSq8tG
Content-Disposition: form-data; name="files"; filename="TestDocument-PolicyForms.txt"
Content-Type: text/plain
Content-Length: 35

This is an example policy document.
--qjqg6eZHuqD9-fzF5pIVWCXwPy2e7P1KONSq8tG
Content-Type: application/json
Content-Disposition: form-data; name="metadata"; filename="TestMetadata-PolicyForms.json"
Content-Length: 746

{
  "AttachmentFilename": "9712345_20210201_truck_renewal.pdf",
  "BUID": "16",
  "BusinessUnit": "Trucking",
  "CompanyCode": "Great American Insurance Company",
  "DocumentCategory": "K",
  "DocumentTitle": "Trucking Policy Renewal Application",
  "DocumentType": "POLICY",
  "EffectiveDate": "2021-02-01",
  "InsuredName": "John Doe",
  "InsuredZipCode": "45202",
  "MOD": "00",
  "PolicyEffectiveDate": "2021-06-01",
  "PolicyExpirationDate": "2022-06-01",
  "PolicyKey": "GTP971234500",
  "PolicyNumber": "9712345",
  "PolicyVersion": 0,
  "ProcessDate": "2021-02-01",
  "ProducerCode": "824321",
  "ProducerName": "Acme Agency Inc",
  "Section": "POLICY",
  "Source": "ACME",
  "Symbol": "GTP",
  "TransactionType": "Renewal Quote Letter"
}
--qjqg6eZHuqD9-fzF5pIVWCXwPy2e7P1KONSq8tG--
The API response:
{
  "Archive" : null,
  "AttachmentFilename" : "9712345_20210201_truck_renewal.pdf",
  "BUID" : "16",
  "BatchNumber" : null,
  "BranchId" : null,
  "BrokerName" : null,
  "BrokerNumber" : null,
  "BusinessUnit" : "Trucking",
  "CarbonCopy" : [ ],
  "CheckedOutBy" : null,
  "CheckedOutName" : null,
  "ClassName" : "PolicyForms",
  "ClassNumber" : 1,
  "CompanyCode" : "Great American Insurance Company",
  "ContentElements" : [ {
    "ContentSize" : 35,
    "ElementId" : 0,
    "MimeType" : "text/plain",
    "RetrievalName" : "TestDocument-PolicyForms.txt"
  } ],
  "ContentSize" : 35.0,
  "Creator" : "svc_ecmpcf",
  "CustomerName" : null,
  "CustomerNumber" : null,
  "DBA" : null,
  "DateCheckedIn" : "2022-06-28T15:50:03.447+00:00",
  "DateContentLastAccessed" : null,
  "DateCreated" : "2022-06-28T15:50:03.447+00:00",
  "DateLastModified" : "2022-06-28T15:50:03.447+00:00",
  "Description" : null,
  "DocumentCategory" : "K",
  "DocumentFlag" : null,
  "DocumentTitle" : "Trucking Policy Renewal Application",
  "DocumentType" : "POLICY",
  "EffectiveDate" : "2021-02-01T00:00:00.000+00:00",
  "EmailSubject" : null,
  "EndorsementNumber" : null,
  "FDICNumber" : null,
  "From" : null,
  "HasAnnotations" : null,
  "Hidden" : false,
  "Id" : "3AD2704B-F2AE-C745-8664-81AB01600000",
  "ImportDate" : null,
  "InsuredName" : "John Doe",
  "InsuredZipCode" : "45202",
  "IsCurrentVersion" : true,
  "IsOnClipboard" : null,
  "IsPriority" : false,
  "LOB" : null,
  "LastModifier" : "svc_ecmpcf",
  "MOD" : "00",
  "MajorVersionNumber" : 1,
  "MimeType" : "text/plain",
  "MinorVersionNumber" : 0,
  "PolicyEffectiveDate" : "2021-06-01T00:00:00.000+00:00",
  "PolicyExpirationDate" : "2022-06-01T00:00:00.000+00:00",
  "PolicyKey" : "GTP971234500",
  "PolicyNumber" : "9712345",
  "PolicyVersion" : 0,
  "PolicyYear" : null,
  "ProcessDate" : "2021-02-01T00:00:00.000+00:00",
  "ProcessOfficeCode" : null,
  "ProducerCode" : "824321",
  "ProducerName" : "Acme Agency Inc",
  "ReceivedOn" : null,
  "Repository" : "Business",
  "ReservationID" : null,
  "Section" : "POLICY",
  "SentOn" : null,
  "Source" : "ACME",
  "SourceSystem" : "2427f003-704f-476c-a206-05820eb6ed0d",
  "SubCustomerNumber" : null,
  "SubmissionID" : null,
  "SubmissionNumber" : null,
  "Symbol" : "GTP",
  "To" : [ ],
  "TransactionType" : "Renewal Quote Letter",
  "UDSecurityGroup" : null,
  "UpdatedBy" : null,
  "VersionSeriesId" : "20C56785-6D47-C62E-85B6-81AB01600000"
}

AgencyAdmin

This is an example of adding a corporate document of type AgencyAdmin.

The API request:
POST /api/corporate/documents/AgencyAdmin HTTP/1.1
Content-Type: multipart/form-data;boundary=QCXfX50ZDqs5NElR6ty8W2cgNIF10TS5oeA3p; boundary=6o2knFse3p53ty9dmcQvWAIx1zInP11uCfbm
Accept: application/json
Content-Length: 816

--QCXfX50ZDqs5NElR6ty8W2cgNIF10TS5oeA3p
Content-Disposition: form-data; name="files"; filename="TestDocument-AgencyAdmin.txt"
Content-Type: text/plain
Content-Length: 41

This is an example agency admin document.
--QCXfX50ZDqs5NElR6ty8W2cgNIF10TS5oeA3p
Content-Type: application/json
Content-Disposition: form-data; name="metadata"; filename="TestMetadata-AgencyAdmin.json"
Content-Length: 365

{
  "AccountingYear": 2021,
  "AgencyAdminDocType": "Agency Info",
  "BusinessUnit": "ABA Insurance Services",
  "BusinessUnitSecurity": "No Security Applied",
  "Comment": "This is a comment",
  "DocumentTitle": "This is the document title",
  "EO": false,
  "Hidden": false,
  "ProducerCode2": [
    "123456"
  ],
  "ProducerName": "The Producer",
  "W9": false
}
--QCXfX50ZDqs5NElR6ty8W2cgNIF10TS5oeA3p--
The API response:
{
  "AccountingYear" : 2021,
  "AgencyAdminDocType" : "Agency Info",
  "BatchNumber" : null,
  "BusinessUnit" : "ABA Insurance Services",
  "BusinessUnitSecurity" : "No Security Applied",
  "ClassName" : "AgencyAdmin",
  "Closedate" : null,
  "Comment" : "This is a comment",
  "ContentElements" : [ {
    "ContentSize" : 41,
    "ElementId" : 0,
    "MimeType" : "text/plain",
    "RetrievalName" : "TestDocument-AgencyAdmin.txt"
  } ],
  "ContentSize" : 41.0,
  "Creator" : "svc_ecmpcf",
  "DateCheckedIn" : "2022-06-28T15:50:08.863+00:00",
  "DateContentLastAccessed" : null,
  "DateCreated" : "2022-06-28T15:50:08.863+00:00",
  "DateLastModified" : "2022-06-28T15:50:08.863+00:00",
  "DocumentTitle" : "This is the document title",
  "EO" : false,
  "Hidden" : false,
  "ISTempString" : null,
  "Id" : "3AF2634B-AC88-C9B8-8CE6-81AB01700000",
  "IsCurrentVersion" : true,
  "LastModifier" : "svc_ecmpcf",
  "MajorVersionNumber" : 1,
  "MimeType" : "text/plain",
  "MinorVersionNumber" : 0,
  "ProducerCode" : [ ],
  "ProducerCode2" : [ "123456" ],
  "ProducerName" : "The Producer",
  "Repository" : "Corporate",
  "SecurityGroup" : null,
  "Source" : "id.propcas.propcas.ecm-testing-cs-corp-client",
  "Status" : null,
  "TransactionID" : null,
  "VersionSeriesId" : "946E7123-AAB9-C090-B170-81AB01700000",
  "W9" : false,
  "WebFormNumber" : null
}

AgencyAdminProducerContracts

This is an example of adding a corporate document of type AgencyAdminProducerContracts.

The API request:
POST /api/corporate/documents/AgencyAdminProducerContracts HTTP/1.1
Content-Type: multipart/form-data;boundary=BYsZIG-YkwWeXb7N-ORQ0iBQ4Llj0PubH; boundary=6o2knFse3p53ty9dmcQvWAIx1zInP11uCfbm
Accept: application/json
Content-Length: 752

--BYsZIG-YkwWeXb7N-ORQ0iBQ4Llj0PubH
Content-Disposition: form-data; name="files"; filename="TestDocument-AgencyAdminProducerContracts.txt"
Content-Type: text/plain
Content-Length: 60

This is an example agency admin producer contracts document.
--BYsZIG-YkwWeXb7N-ORQ0iBQ4Llj0PubH
Content-Type: application/json
Content-Disposition: form-data; name="metadata"; filename="TestMetadata-AgencyAdminProducerContracts.json"
Content-Length: 260

{
  "AgencyName": "Acme Insurance Brokers LLC",
  "Comment": "This company insures widget makers",
  "ContractNumber": [
    "CN99999"
  ],
  "DocumentType": "Contract",
  "Hidden": false,
  "DocumentTitle": "Great American US Producer Agreement Edition.txt"
}
--BYsZIG-YkwWeXb7N-ORQ0iBQ4Llj0PubH--
The API response:
{
  "AgencyName" : "Acme Insurance Brokers LLC",
  "ClassName" : "AgencyAdminProducerContracts",
  "Comment" : "This company insures widget makers",
  "ContentElements" : [ {
    "ContentSize" : 60,
    "ElementId" : 0,
    "MimeType" : "text/plain",
    "RetrievalName" : "TestDocument-AgencyAdminProducerContracts.txt"
  } ],
  "ContentSize" : 60.0,
  "ContractNumber" : [ "CN99999" ],
  "Creator" : "svc_ecmpcf",
  "DateCheckedIn" : "2022-06-28T15:50:07.657+00:00",
  "DateContentLastAccessed" : null,
  "DateCreated" : "2022-06-28T15:50:07.653+00:00",
  "DateLastModified" : "2022-06-28T15:50:07.653+00:00",
  "DocumentTitle" : "Great American US Producer Agreement Edition.txt",
  "DocumentType" : "Contract",
  "Hidden" : false,
  "Id" : "B4455D9C-A292-C74C-8596-81AB01700000",
  "IsCurrentVersion" : true,
  "LastModifier" : "svc_ecmpcf",
  "MajorVersionNumber" : 1,
  "MimeType" : "text/plain",
  "MinorVersionNumber" : 0,
  "Repository" : "Corporate",
  "Source" : "id.propcas.propcas.ecm-testing-cs-corp-client",
  "VersionSeriesId" : "CB2867F0-CEFB-C0D8-8413-81AB01700000"
}

Retrieving document metadata

The endpoint for retrieving document metadata is…​

GET /api/{category}/documents/{documentId}
e.g. GET /api/corporate/documents/BAD3B8B9-5FB5-CBC0-85FE-77D0B3A00000

…​and the request parameters are described below.

API Path Parameters

The document category and id are specified as segments of the API endpoint URI.

Table 2. /api/{documentCategory}/documents/{documentId}
Parameter Description

documentCategory

The document category.

documentId

The document id.

Example request

This is an example of retrieving a document’s metadata.

The API request:
GET /api/corporate/documents/FBEE6F51-3EE6-C0DF-8C12-81AB01600000 HTTP/1.1
Accept: application/json
The API response:
{
  "AccountingYear" : 2021,
  "AgencyAdminDocType" : "Agency Info",
  "BatchNumber" : null,
  "BusinessUnit" : "ABA Insurance Services",
  "BusinessUnitSecurity" : "No Security Applied",
  "ClassName" : "AgencyAdmin",
  "Closedate" : null,
  "Comment" : "This is a comment",
  "ContentElements" : [ {
    "ContentSize" : 41,
    "ElementId" : 0,
    "MimeType" : "text/plain",
    "RetrievalName" : "TestDocument-AgencyAdmin.txt"
  } ],
  "ContentSize" : 41.0,
  "Creator" : "svc_ecmpcf",
  "DateCheckedIn" : "2022-06-28T15:50:06.150+00:00",
  "DateContentLastAccessed" : null,
  "DateCreated" : "2022-06-28T15:50:06.150+00:00",
  "DateLastModified" : "2022-06-28T15:50:06.150+00:00",
  "DocumentTitle" : "This is the document title",
  "EO" : false,
  "Hidden" : false,
  "ISTempString" : null,
  "Id" : "FBEE6F51-3EE6-C0DF-8C12-81AB01600000",
  "IsCurrentVersion" : true,
  "LastModifier" : "svc_ecmpcf",
  "MajorVersionNumber" : 1,
  "MimeType" : "text/plain",
  "MinorVersionNumber" : 0,
  "ProducerCode" : [ ],
  "ProducerCode2" : [ "123456" ],
  "ProducerName" : "The Producer",
  "Repository" : "Corporate",
  "SecurityGroup" : null,
  "Source" : "id.propcas.propcas.ecm-testing-cs-corp-client",
  "Status" : null,
  "TransactionID" : null,
  "VersionSeriesId" : "885797FE-6C7D-CB75-ADC8-81AB01600000",
  "W9" : false,
  "WebFormNumber" : null
}

Retrieving document content

The endpoint for retrieving the contents of a document is…​

GET /api/{category}/documents/{documentId}/contents
e.g. GET /api/corporate/documents/BAD3B8B9-5FB5-CBC0-85FE-77D0B3A00000/contents

…​and the request parameters are described below.

API Path Parameters

The document category and id are specified as segments of the API endpoint URI.

Table 3. /api/{documentCategory}/documents/{documentId}/contents
Parameter Description

documentCategory

The document category.

documentId

The document id.

API Request Parameters

Parameter Description

download

Optional. If download=true is specified, the value of the Content-Disposition header will be set to 'attachment' instead of 'inline' (the default)

filename

Optional. An explicit filename for the downloaded file. If a filename is not specified, the RetrievalName property of the requested content element will be used which is typically the name of the file that was originally uploaded.

Example request

This is an example of retrieving a document’s contents.

The API request:
GET /api/corporate/documents/25DCBB2C-8720-CD51-85C8-81AB01500000/contents?download=true&filename=agency_admin_document.txt HTTP/1.1
The API response:
HTTP/1.1 200 OK
Vary: Origin
Vary: Access-Control-Request-Method
Vary: Access-Control-Request-Headers
Cache-Control: no-cache, no-store, max-age=0, must-revalidate
Content-Disposition: attachment; filename=agency_admin_document.txt
Content-Type: text/plain
Date: Tue, 28 Jun 2022 15:49:59 GMT
Expires: 0
Pragma: no-cache
Server-Timing: dtRpid;desc="950724931", dtSInfo;desc="0"
Set-Cookie: dtCookie=v_4_srv_1_sn_A11F875018EDF36D4B10353A2AD94ED0_perc_100000_ol_0_mul_1_app-3Aea7c4b59f27d43eb_1; Path=/
Strict-Transport-Security: max-age=31536000 ; includeSubDomains
X-Content-Type-Options: nosniff
X-Frame-Options: DENY
X-Oneagent-Js-Injection: true
X-Vcap-Request-Id: cb5b61ec-c042-4164-515c-cfd43c2b1a9d
X-Xss-Protection: 1; mode=block
Referrer-Policy: no-referrer
Content-Length: 41

This is an example agency admin document.

Updating document metadata

The endpoint for updating a document’s metadata properties is…​

PATCH /api/{category}/documents/{documentId}
e.g. PATCH /api/corporate/documents/BAD3B8B9-5FB5-CBC0-85FE-77D0B3A00000

…​and the request parameters are described below.

API Path Parameters

The document category and id are specified as segments of the API endpoint URI.

Table 4. /api/{documentCategory}/documents/{documentId}
Parameter Description

documentCategory

The document category.

documentId

The document id.

Example requests

This is an example of updating a portion of the metadata for a document.

The API request:
PATCH /api/corporate/documents/28AF7D2D-0531-CFDB-8CA0-81AB01500000 HTTP/1.1
Content-Type: application/json
Accept: application/json
Content-Length: 46

{
  "Comment" : "This is an updated comment"
}
The API response:
{
  "AgencyName" : "Acme Insurance Brokers LLC",
  "ClassName" : "AgencyAdminProducerContracts",
  "Comment" : "This is an updated comment",
  "ContentElements" : [ {
    "ContentSize" : 60,
    "ElementId" : 0,
    "MimeType" : "text/plain",
    "RetrievalName" : "TestDocument-AgencyAdminProducerContracts.txt"
  } ],
  "ContentSize" : 60.0,
  "ContractNumber" : [ "CN99999" ],
  "Creator" : "svc_ecmpcf",
  "DateCheckedIn" : "2022-06-28T15:50:01.370+00:00",
  "DateContentLastAccessed" : null,
  "DateCreated" : "2022-06-28T15:50:01.370+00:00",
  "DateLastModified" : "2022-06-28T15:50:02.220+00:00",
  "DocumentTitle" : "Great American US Producer Agreement Edition.txt",
  "DocumentType" : "Contract",
  "Hidden" : false,
  "Id" : "28AF7D2D-0531-CFDB-8CA0-81AB01500000",
  "IsCurrentVersion" : true,
  "LastModifier" : "svc_ecmpcf",
  "MajorVersionNumber" : 1,
  "MimeType" : "text/plain",
  "MinorVersionNumber" : 0,
  "Repository" : "Corporate",
  "Source" : "id.propcas.propcas.ecm-testing-cs-corp-client",
  "VersionSeriesId" : "57B736B1-5891-CA50-B49F-81AB01500001"
}

Underwriting Cases API

The cases API is used for working with cases that are associated with underwriting-based workflows.

Adding a new case

Create a new case of a specific type. The properties to associate with the newly created case are specified in the body of the request. The response will contain the complete set of properties for the newly created case.

API path parameters

Table 5. /api/{category}/cases/{businessUnitIdOrName}/{caseType}
Parameter Description

category

The case category.

businessUnitIdOrName

The business unit id or name.

caseType

The case type.

The API request:
POST /api/underwriting/cases/SES/Policy HTTP/1.1
Content-Type: application/json
Accept: application/json
Content-Length: 519

{
  "CustomerName" : "George Costanza",
  "CustomerNumber" : "453897888",
  "DOCEX_Status" : "Non-Renewed",
  "EndorsementNumber" : 2,
  "InsuredName" : "Art Vandelay",
  "MOD" : "02",
  "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
  "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
  "PolicyNumber" : "CA45656",
  "PolicyVersion" : 2,
  "ProducerCode" : "134256",
  "ProducerName" : "Lenders Services, Inc.",
  "SubmissionID" : 44232338,
  "Symbol" : "C&E-E",
  "TransactionType" : "Endorsement"
}
The API response:
{
  "BUID" : "020",
  "BusinessUnit" : "SES",
  "CaseState" : "INITIALIZING",
  "CaseType" : "SES_Policy",
  "CaseUrl" : "https://ecm-dev.td.afg/navigator/?desktop=DocEx&feature=Cases&tos=Business&solution=SES&caseGUID=FE88FD4D-1903-CA21-9369-81AB00C00000",
  "ClassName" : "SES_Policy",
  "ContainerType" : null,
  "Creator" : "svc_ecmpcf",
  "CustomerName" : "George Costanza",
  "CustomerNumber" : "453897888",
  "DBA" : null,
  "DOCEX_CaseCategory" : "TRANSACTION",
  "DOCEX_CaseTitle" : "C&E-E CA45656 Art Vandelay",
  "DOCEX_DisposedReason" : null,
  "DOCEX_EndorsementDescription" : null,
  "DOCEX_EndorsementType" : null,
  "DOCEX_IsCommentCase" : false,
  "DOCEX_IsMigrated" : null,
  "DOCEX_PolicyLimit" : null,
  "DOCEX_PolicyState" : null,
  "DOCEX_PolicyType" : null,
  "DOCEX_ProductGroup" : null,
  "DOCEX_SalesPerson" : null,
  "DOCEX_Status" : "Non-Renewed",
  "DOCEX_UnderwriterID" : null,
  "DOCEX_UnderwriterName" : null,
  "DateCreated" : "2022-06-28T15:49:25.627+00:00",
  "DateLastModified" : "2022-06-28T15:49:25.627+00:00",
  "EndorsementNumber" : 2,
  "EntryTemplateId" : null,
  "EntryTemplateObjectStoreName" : null,
  "FolderName" : "000001030009",
  "Hidden" : false,
  "Id" : "FE88FD4D-1903-CA21-9369-81AB00C00000",
  "IndexationId" : null,
  "InheritParentPermissions" : true,
  "InsuredName" : "Art Vandelay",
  "IsHiddenContainer" : false,
  "LastModifier" : "svc_ecmpcf",
  "MOD" : "02",
  "Name" : "000001030009",
  "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
  "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
  "PolicyNumber" : "CA45656",
  "PolicyVersion" : 2,
  "ProducerCode" : "134256",
  "ProducerName" : "Lenders Services, Inc.",
  "Source" : "id.propcas.propcas.ecm-testing-cs-uw-client",
  "SubmissionID" : 44232338,
  "Symbol" : "C&E-E",
  "TransactionType" : "Endorsement"
}

Updating a case

The case properties to update are specified in the body of the request. The response will contain the complete set of properties for the updated case.

API path parameters

Table 6. /api/{category}/cases/{caseId}
Parameter Description

category

The case category.

caseId

The case id.

The API request:
PATCH /api/underwriting/cases/6619D0C8-305D-CF80-8437-81AB01000000 HTTP/1.1
Content-Type: application/json
Accept: application/json
Content-Length: 72

{
  "CustomerName" : "Jerry Seinfeld",
  "InsuredName" : "Ron Swanson"
}
The API response:
{
  "BUID" : "020",
  "BusinessUnit" : "SES",
  "CaseState" : "COMPLETE",
  "CaseType" : "SES_Policy",
  "CaseUrl" : "https://ecm-dev.td.afg/navigator/?desktop=DocEx&feature=Cases&tos=Business&solution=SES&caseGUID=6619D0C8-305D-CF80-8437-81AB01000000",
  "ClassName" : "SES_Policy",
  "ContainerType" : null,
  "Creator" : "svc_ecmpcf",
  "CustomerName" : "Jerry Seinfeld",
  "CustomerNumber" : "453897888",
  "DBA" : null,
  "DOCEX_CaseCategory" : "TRANSACTION",
  "DOCEX_CaseTitle" : "C&E-E CA45656 Ron Swanson",
  "DOCEX_DisposedReason" : null,
  "DOCEX_EndorsementDescription" : null,
  "DOCEX_EndorsementType" : null,
  "DOCEX_IsCommentCase" : false,
  "DOCEX_IsMigrated" : null,
  "DOCEX_PolicyLimit" : null,
  "DOCEX_PolicyState" : null,
  "DOCEX_PolicyType" : null,
  "DOCEX_ProductGroup" : null,
  "DOCEX_SalesPerson" : null,
  "DOCEX_Status" : "Non-Renewed",
  "DOCEX_UnderwriterID" : null,
  "DOCEX_UnderwriterName" : null,
  "DateCreated" : "2022-06-28T15:49:40.053+00:00",
  "DateLastModified" : "2022-06-28T15:49:46.123+00:00",
  "EndorsementNumber" : 2,
  "EntryTemplateId" : null,
  "EntryTemplateObjectStoreName" : null,
  "FolderName" : "000001030012",
  "Hidden" : false,
  "Id" : "6619D0C8-305D-CF80-8437-81AB01000000",
  "IndexationId" : null,
  "InheritParentPermissions" : true,
  "InsuredName" : "Ron Swanson",
  "IsHiddenContainer" : false,
  "LastModifier" : "svc_ecmpcf",
  "MOD" : "02",
  "Name" : "000001030012",
  "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
  "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
  "PolicyNumber" : "CA45656",
  "PolicyVersion" : 2,
  "ProducerCode" : "134256",
  "ProducerName" : "Lenders Services, Inc.",
  "Source" : "id.propcas.propcas.ecm-testing-cs-uw-client",
  "SubmissionID" : 30691519,
  "Symbol" : "C&E-E",
  "TransactionType" : "Endorsement"
}

Retrieving a case

The response will contain the complete set of properties for the case id specified in the request URL.

API path parameters

Table 7. /api/{category}/cases/{caseId}
Parameter Description

category

The case category.

caseId

The case id.

The API request:
GET /api/underwriting/cases/ADD58F94-FB4C-CE72-89AD-81AB01200000 HTTP/1.1
Accept: application/json
The API response:
{
  "BUID" : "020",
  "BusinessUnit" : "SES",
  "CaseState" : "WORKING",
  "CaseType" : "SES_Policy",
  "CaseUrl" : "https://ecm-dev.td.afg/navigator/?desktop=DocEx&feature=Cases&tos=Business&solution=SES&caseGUID=ADD58F94-FB4C-CE72-89AD-81AB01200000",
  "ClassName" : "SES_Policy",
  "ContainerType" : null,
  "Creator" : "svc_ecmpcf",
  "CustomerName" : "George Costanza",
  "CustomerNumber" : "453897888",
  "DBA" : null,
  "DOCEX_CaseCategory" : "TRANSACTION",
  "DOCEX_CaseTitle" : "C&E-E CA45656 Art Vandelay",
  "DOCEX_DisposedReason" : null,
  "DOCEX_EndorsementDescription" : null,
  "DOCEX_EndorsementType" : null,
  "DOCEX_IsCommentCase" : false,
  "DOCEX_IsMigrated" : null,
  "DOCEX_PolicyLimit" : null,
  "DOCEX_PolicyState" : null,
  "DOCEX_PolicyType" : null,
  "DOCEX_ProductGroup" : null,
  "DOCEX_SalesPerson" : null,
  "DOCEX_Status" : "Non-Renewed",
  "DOCEX_UnderwriterID" : null,
  "DOCEX_UnderwriterName" : null,
  "DateCreated" : "2022-06-28T15:49:48.707+00:00",
  "DateLastModified" : "2022-06-28T15:49:48.833+00:00",
  "EndorsementNumber" : 2,
  "EntryTemplateId" : null,
  "EntryTemplateObjectStoreName" : null,
  "FolderName" : "000001030013",
  "Hidden" : false,
  "Id" : "ADD58F94-FB4C-CE72-89AD-81AB01200000",
  "IndexationId" : null,
  "InheritParentPermissions" : true,
  "InsuredName" : "Art Vandelay",
  "IsHiddenContainer" : false,
  "LastModifier" : "svc_ecmpcf",
  "MOD" : "02",
  "Name" : "000001030013",
  "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
  "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
  "PolicyNumber" : "CA45656",
  "PolicyVersion" : 2,
  "ProducerCode" : "134256",
  "ProducerName" : "Lenders Services, Inc.",
  "Source" : "id.propcas.propcas.ecm-testing-cs-uw-client",
  "SubmissionID" : 80517265,
  "Symbol" : "C&E-E",
  "TransactionType" : "Endorsement"
}

Filing documents to a case

Filing an existing document to a case

File a document already stored in a repository to the case specified in the request URL. The response will be the added document’s metadata properties.

API path parameters
Table 8. /api/{category}/cases/{caseId}/documents/{documentId}
Parameter Description

category

The case category.

caseId

The case id.

documentId

The document id.

The API request:
POST /api/underwriting/cases/21AB4336-B1E3-C333-84F6-81AB01300000/documents/879EFEA4-F7DC-CA3A-8410-81AB01400000 HTTP/1.1
Accept: application/json
The API response:
{
  "Archive" : null,
  "AttachmentFilename" : "policy_endorsement_form.pdf",
  "BUID" : "020",
  "BatchNumber" : null,
  "BranchId" : null,
  "BrokerName" : null,
  "BrokerNumber" : null,
  "BusinessUnit" : "SES",
  "CarbonCopy" : [ ],
  "CheckedOutBy" : null,
  "CheckedOutName" : null,
  "ClassName" : "PolicyForms",
  "ClassNumber" : 1,
  "CompanyCode" : "Great American Insurance Company",
  "ContentElements" : [ {
    "ContentSize" : 704147,
    "ElementId" : 0,
    "MimeType" : "application/pdf",
    "RetrievalName" : "SESPolicyDoc.pdf"
  } ],
  "ContentSize" : 704147.0,
  "Creator" : "svc_ecmpcf",
  "CustomerName" : null,
  "CustomerNumber" : "453897888",
  "DBA" : null,
  "DateCheckedIn" : "2022-06-28T15:49:57.540+00:00",
  "DateContentLastAccessed" : null,
  "DateCreated" : "2022-06-28T15:49:57.537+00:00",
  "DateLastModified" : "2022-06-28T15:49:58.577+00:00",
  "Description" : null,
  "DocumentCategory" : "K",
  "DocumentFlag" : null,
  "DocumentTitle" : "Policy Endorsement Form",
  "DocumentType" : "POLICY",
  "EffectiveDate" : null,
  "EmailSubject" : null,
  "EndorsementNumber" : null,
  "FDICNumber" : null,
  "From" : null,
  "HasAnnotations" : null,
  "Hidden" : false,
  "Id" : "879EFEA4-F7DC-CA3A-8410-81AB01400000",
  "ImportDate" : null,
  "InsuredName" : "Art Vandelay",
  "InsuredZipCode" : "45202",
  "IsCurrentVersion" : true,
  "IsOnClipboard" : null,
  "IsPriority" : false,
  "LOB" : null,
  "LastModifier" : "svc_ecmpcf",
  "MOD" : "02",
  "MajorVersionNumber" : 1,
  "MimeType" : "application/pdf",
  "MinorVersionNumber" : 0,
  "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
  "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
  "PolicyKey" : "GTP974453612",
  "PolicyNumber" : "CA45656",
  "PolicyVersion" : 2,
  "PolicyYear" : null,
  "ProcessDate" : "2021-02-01T00:00:00.000+00:00",
  "ProcessOfficeCode" : null,
  "ProducerCode" : "134256",
  "ProducerName" : "Lenders Services, Inc.",
  "ReceivedOn" : null,
  "Repository" : "Business",
  "ReservationID" : null,
  "Section" : "Policy",
  "SentOn" : null,
  "Source" : "Salesforce",
  "SourceSystem" : "2427f003-704f-476c-a206-05820eb6ed0d",
  "SubCustomerNumber" : null,
  "SubmissionID" : 76318214,
  "SubmissionNumber" : null,
  "Symbol" : "C&E-E",
  "To" : [ ],
  "TransactionType" : "Endorsement",
  "UDSecurityGroup" : null,
  "UpdatedBy" : null,
  "VersionSeriesId" : "C07E50CD-5548-CC01-A7DA-81AB01400001"
}

Uploading a new document and filing it to a case

To upload a new document and file it to an existing case, send a multipart/form-data POST request.

Usage Notes

  • The document content is specified as a request part parameter named files.

  • The document metadata is specified as a JSON object included as a request part parameter named metadata that has a content type of application/json.

  • Metadata date values must be specified in the ISO format: YYYY-MM-DD[Thh:mm:ss] (e.g. 2019-06-01, 2019-06-01T14:00:00)

API path parameters
Table 9. /api/{category}/cases/{caseId}/documents/{documentClass}
Parameter Description

category

The case category.

caseId

The case id.

documentClass

The document class.

The API response:
{
  "Archive" : null,
  "AttachmentFilename" : "policy_endorsement_form.pdf",
  "BUID" : "020",
  "BatchNumber" : null,
  "BranchId" : null,
  "BrokerName" : null,
  "BrokerNumber" : null,
  "BusinessUnit" : "SES",
  "CarbonCopy" : [ ],
  "CheckedOutBy" : null,
  "CheckedOutName" : null,
  "ClassName" : "PolicyForms",
  "ClassNumber" : 1,
  "CompanyCode" : "Great American Insurance Company",
  "ContentElements" : [ {
    "ContentSize" : 704147,
    "ElementId" : 0,
    "MimeType" : "application/pdf",
    "RetrievalName" : "SESPolicyDoc.pdf"
  } ],
  "ContentSize" : 704147.0,
  "Creator" : "svc_ecmpcf",
  "CustomerName" : null,
  "CustomerNumber" : "453897888",
  "DBA" : null,
  "DateCheckedIn" : "2022-06-28T15:49:23.523+00:00",
  "DateContentLastAccessed" : null,
  "DateCreated" : "2022-06-28T15:49:23.523+00:00",
  "DateLastModified" : "2022-06-28T15:49:24.260+00:00",
  "Description" : null,
  "DocumentCategory" : "K",
  "DocumentFlag" : null,
  "DocumentTitle" : "Policy Endorsement Form",
  "DocumentType" : "POLICY",
  "EffectiveDate" : null,
  "EmailSubject" : null,
  "EndorsementNumber" : null,
  "FDICNumber" : null,
  "From" : null,
  "HasAnnotations" : null,
  "Hidden" : false,
  "Id" : "DB0C23A5-741E-CFE3-84DA-81AB00C00000",
  "ImportDate" : null,
  "InsuredName" : "Art Vandelay",
  "InsuredZipCode" : "45202",
  "IsCurrentVersion" : true,
  "IsOnClipboard" : null,
  "IsPriority" : false,
  "LOB" : null,
  "LastModifier" : "svc_ecmpcf",
  "MOD" : "02",
  "MajorVersionNumber" : 1,
  "MimeType" : "application/pdf",
  "MinorVersionNumber" : 0,
  "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
  "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
  "PolicyKey" : "GTP974453612",
  "PolicyNumber" : "CA45656",
  "PolicyVersion" : 2,
  "PolicyYear" : null,
  "ProcessDate" : "2021-02-01T00:00:00.000+00:00",
  "ProcessOfficeCode" : null,
  "ProducerCode" : "134256",
  "ProducerName" : "Lenders Services, Inc.",
  "ReceivedOn" : null,
  "Repository" : "Business",
  "ReservationID" : null,
  "Section" : "Policy",
  "SentOn" : null,
  "Source" : "Salesforce",
  "SourceSystem" : "2427f003-704f-476c-a206-05820eb6ed0d",
  "SubCustomerNumber" : null,
  "SubmissionID" : 25338788,
  "SubmissionNumber" : null,
  "Symbol" : "C&E-E",
  "To" : [ ],
  "TransactionType" : "Endorsement",
  "UDSecurityGroup" : null,
  "UpdatedBy" : null,
  "VersionSeriesId" : "0A1C05CE-98C1-C8AE-9854-81AB00C00001"
}

Getting documents filed to a case

The response will contain a list of the metadata for the documents files to the specified case.

API path parameters
Table 10. /api/{category}/cases/{caseId}/documents
Parameter Description

category

The case category.

caseId

The case id.

The API request:
GET /api/underwriting/cases/A83DC578-F34D-CBB4-8BEA-81AB00D00000/documents HTTP/1.1
Accept: application/json
The API response:
[ {
  "Archive" : null,
  "AttachmentFilename" : "policy_endorsement_form.pdf",
  "BUID" : "020",
  "BatchNumber" : null,
  "BranchId" : null,
  "BrokerName" : null,
  "BrokerNumber" : null,
  "BusinessUnit" : "SES",
  "CarbonCopy" : [ ],
  "CheckedOutBy" : null,
  "CheckedOutName" : null,
  "ClassName" : "PolicyForms",
  "ClassNumber" : 1,
  "CompanyCode" : "Great American Insurance Company",
  "ContentElements" : [ {
    "ContentSize" : 704147,
    "ElementId" : 0,
    "MimeType" : "application/pdf",
    "RetrievalName" : "SESPolicyDoc.pdf"
  } ],
  "ContentSize" : 704147.0,
  "Creator" : "svc_ecmpcf",
  "CustomerName" : null,
  "CustomerNumber" : "453897888",
  "DBA" : null,
  "DateCheckedIn" : "2022-06-28T15:49:31.977+00:00",
  "DateContentLastAccessed" : null,
  "DateCreated" : "2022-06-28T15:49:31.977+00:00",
  "DateLastModified" : "2022-06-28T15:49:33.157+00:00",
  "Description" : null,
  "DocumentCategory" : "K",
  "DocumentFlag" : null,
  "DocumentTitle" : "Policy Endorsement Form",
  "DocumentType" : "POLICY",
  "EffectiveDate" : null,
  "EmailSubject" : null,
  "EndorsementNumber" : null,
  "FDICNumber" : null,
  "From" : null,
  "HasAnnotations" : null,
  "Hidden" : false,
  "Id" : "DABB0277-F417-C2AA-8954-81AB00E00000",
  "ImportDate" : null,
  "InsuredName" : "Art Vandelay",
  "InsuredZipCode" : "45202",
  "IsCurrentVersion" : true,
  "IsOnClipboard" : null,
  "IsPriority" : false,
  "LOB" : null,
  "LastModifier" : "svc_ecmpcf",
  "MOD" : "02",
  "MajorVersionNumber" : 1,
  "MimeType" : "application/pdf",
  "MinorVersionNumber" : 0,
  "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
  "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
  "PolicyKey" : "GTP974453612",
  "PolicyNumber" : "CA45656",
  "PolicyVersion" : 2,
  "PolicyYear" : null,
  "ProcessDate" : "2021-02-01T00:00:00.000+00:00",
  "ProcessOfficeCode" : null,
  "ProducerCode" : "134256",
  "ProducerName" : "Lenders Services, Inc.",
  "ReceivedOn" : null,
  "Repository" : "Business",
  "ReservationID" : null,
  "Section" : "Policy",
  "SentOn" : null,
  "Source" : "Salesforce",
  "SourceSystem" : "2427f003-704f-476c-a206-05820eb6ed0d",
  "SubCustomerNumber" : null,
  "SubmissionID" : 18366355,
  "SubmissionNumber" : null,
  "Symbol" : "C&E-E",
  "To" : [ ],
  "TransactionType" : "Endorsement",
  "UDSecurityGroup" : null,
  "UpdatedBy" : null,
  "VersionSeriesId" : "567803F0-A3B0-C0E0-BA88-81AB00E00002"
} ]

Searching for cases

API path parameters

Table 11. /api/{category}/cases/search/{businessUnitIdOrName}/{caseType}
Parameter Description

category

The case category.

businessUnitIdOrName

The business unit id or name.

caseType

The case type.

API query parameters

Parameter Description

size

The page size

sort

The sorting parameters

page

The page number to retrieve

The API request:
POST /api/underwriting/cases/search/SES/Policy?size=20&page=1&sort=DateCreated,DESC HTTP/1.1
Content-Type: application/x-www-form-urlencoded;charset=UTF-8
Accept: application/json
Content-Length: 21

SubmissionID=15883301
The API response:
{
  "results" : [ {
    "BUID" : "020",
    "BusinessUnit" : "SES",
    "CaseState" : "COMPLETE",
    "CaseType" : "SES_Policy",
    "CaseUrl" : "https://ecm-dev.td.afg/navigator/?desktop=DocEx&feature=Cases&tos=Business&solution=SES&caseGUID=0364591D-49AF-CC0F-856F-7C84BFF00000",
    "ClassName" : "SES_Policy",
    "CmAcmCalendarSubscriptions" : null,
    "CmAcmCaseIdentifier" : "SES_Policy_000000440012",
    "CmAcmCaseMembers" : null,
    "CmAcmCaseState" : 3,
    "CmAcmCaseTypeFolder" : "81C46F29-ACF1-CBB1-9C2D-7A447D600000",
    "CmAcmCurrentStage" : null,
    "CmAcmExternalDataURI" : null,
    "CmAcmHealthConditions" : null,
    "CmAcmHealthIndicator" : 0,
    "CmAcmInitiatingDocument" : null,
    "CmAcmLatestSeqNumForCustomProp" : null,
    "CmAcmStageStatus" : null,
    "Creator" : "P8Service",
    "CustomerName" : "George Costanza",
    "CustomerNumber" : "453897888",
    "DBA" : null,
    "DOCEX_CaseCategory" : "TRANSACTION",
    "DOCEX_CaseTitle" : "C&E-E CA45656 Art Vandelay",
    "DOCEX_DisposedReason" : null,
    "DOCEX_EndorsementDescription" : null,
    "DOCEX_EndorsementType" : null,
    "DOCEX_IsCommentCase" : null,
    "DOCEX_IsMigrated" : null,
    "DOCEX_PolicyLimit" : null,
    "DOCEX_PolicyState" : null,
    "DOCEX_PolicyType" : null,
    "DOCEX_ProductGroup" : null,
    "DOCEX_SalesPerson" : null,
    "DOCEX_Status" : "Non-Renewed",
    "DOCEX_UnderwriterID" : null,
    "DOCEX_UnderwriterName" : null,
    "DateCreated" : "2021-10-15T16:19:07.640+00:00",
    "DateLastModified" : "2021-10-15T16:19:12.297+00:00",
    "EndorsementNumber" : 2,
    "FolderName" : "000000440012",
    "Hidden" : false,
    "Id" : "0364591D-49AF-CC0F-856F-7C84BFF00000",
    "InsuredName" : "Art Vandelay",
    "LastModifier" : "ceadmin",
    "MOD" : "02",
    "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
    "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
    "PolicyNumber" : "CA45656",
    "PolicyVersion" : 2,
    "ProducerCode" : "134256",
    "ProducerName" : "Lenders Services, Inc.",
    "Repository" : "Business",
    "Source" : null,
    "SubmissionID" : 15883301,
    "Symbol" : "C&E-E",
    "TransactionType" : "Endorsement"
  }, {
    "BUID" : "020",
    "BusinessUnit" : "SES",
    "CaseState" : "COMPLETE",
    "CaseType" : "SES_Policy",
    "CaseUrl" : "https://ecm-dev.td.afg/navigator/?desktop=DocEx&feature=Cases&tos=Business&solution=SES&caseGUID=AFD857F1-244A-CB0D-85F4-7C84B8100000",
    "ClassName" : "SES_Policy",
    "CmAcmCalendarSubscriptions" : null,
    "CmAcmCaseIdentifier" : "SES_Policy_000000440011",
    "CmAcmCaseMembers" : null,
    "CmAcmCaseState" : 3,
    "CmAcmCaseTypeFolder" : "81C46F29-ACF1-CBB1-9C2D-7A447D600000",
    "CmAcmCurrentStage" : null,
    "CmAcmExternalDataURI" : null,
    "CmAcmHealthConditions" : null,
    "CmAcmHealthIndicator" : 0,
    "CmAcmInitiatingDocument" : null,
    "CmAcmLatestSeqNumForCustomProp" : null,
    "CmAcmStageStatus" : null,
    "Creator" : "P8Service",
    "CustomerName" : "George Costanza",
    "CustomerNumber" : "453897888",
    "DBA" : null,
    "DOCEX_CaseCategory" : "TRANSACTION",
    "DOCEX_CaseTitle" : "C&E-E CA45656 Art Vandelay",
    "DOCEX_DisposedReason" : null,
    "DOCEX_EndorsementDescription" : null,
    "DOCEX_EndorsementType" : null,
    "DOCEX_IsCommentCase" : null,
    "DOCEX_IsMigrated" : null,
    "DOCEX_PolicyLimit" : null,
    "DOCEX_PolicyState" : null,
    "DOCEX_PolicyType" : null,
    "DOCEX_ProductGroup" : null,
    "DOCEX_SalesPerson" : null,
    "DOCEX_Status" : "Non-Renewed",
    "DOCEX_UnderwriterID" : null,
    "DOCEX_UnderwriterName" : null,
    "DateCreated" : "2021-10-15T16:10:28.287+00:00",
    "DateLastModified" : "2021-10-15T16:10:32.157+00:00",
    "EndorsementNumber" : 2,
    "FolderName" : "000000440011",
    "Hidden" : false,
    "Id" : "AFD857F1-244A-CB0D-85F4-7C84B8100000",
    "InsuredName" : "Art Vandelay",
    "LastModifier" : "ceadmin",
    "MOD" : "02",
    "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
    "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
    "PolicyNumber" : "CA45656",
    "PolicyVersion" : 2,
    "ProducerCode" : "134256",
    "ProducerName" : "Lenders Services, Inc.",
    "Repository" : "Business",
    "Source" : null,
    "SubmissionID" : 15883301,
    "Symbol" : "C&E-E",
    "TransactionType" : "Endorsement"
  }, {
    "BUID" : "020",
    "BusinessUnit" : "SES",
    "CaseState" : "COMPLETE",
    "CaseType" : "SES_Policy",
    "CaseUrl" : "https://ecm-dev.td.afg/navigator/?desktop=DocEx&feature=Cases&tos=Business&solution=SES&caseGUID=FD32BC4E-4BE2-C733-862C-7C84B7800000",
    "ClassName" : "SES_Policy",
    "CmAcmCalendarSubscriptions" : null,
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    "CmAcmCaseMembers" : null,
    "CmAcmCaseState" : 3,
    "CmAcmCaseTypeFolder" : "81C46F29-ACF1-CBB1-9C2D-7A447D600000",
    "CmAcmCurrentStage" : null,
    "CmAcmExternalDataURI" : null,
    "CmAcmHealthConditions" : null,
    "CmAcmHealthIndicator" : 0,
    "CmAcmInitiatingDocument" : null,
    "CmAcmLatestSeqNumForCustomProp" : null,
    "CmAcmStageStatus" : null,
    "Creator" : "P8Service",
    "CustomerName" : "George Costanza",
    "CustomerNumber" : "453897888",
    "DBA" : null,
    "DOCEX_CaseCategory" : "TRANSACTION",
    "DOCEX_CaseTitle" : "C&E-E CA45656 Art Vandelay",
    "DOCEX_DisposedReason" : null,
    "DOCEX_EndorsementDescription" : null,
    "DOCEX_EndorsementType" : null,
    "DOCEX_IsCommentCase" : null,
    "DOCEX_IsMigrated" : null,
    "DOCEX_PolicyLimit" : null,
    "DOCEX_PolicyState" : null,
    "DOCEX_PolicyType" : null,
    "DOCEX_ProductGroup" : null,
    "DOCEX_SalesPerson" : null,
    "DOCEX_Status" : "Non-Renewed",
    "DOCEX_UnderwriterID" : null,
    "DOCEX_UnderwriterName" : null,
    "DateCreated" : "2021-10-14T16:42:58.037+00:00",
    "DateLastModified" : "2021-10-14T16:43:01.863+00:00",
    "EndorsementNumber" : 2,
    "FolderName" : "000000430035",
    "Hidden" : false,
    "Id" : "ABFDCF76-F5E8-CC15-87D1-7C7FAF700000",
    "InsuredName" : "Art Vandelay",
    "LastModifier" : "ceadmin",
    "MOD" : "02",
    "PolicyEffectiveDate" : "2021-10-23T12:00:00.000+00:00",
    "PolicyExpirationDate" : "2022-10-23T12:00:00.000+00:00",
    "PolicyNumber" : "CA45656",
    "PolicyVersion" : 2,
    "ProducerCode" : "134256",
    "ProducerName" : "Lenders Services, Inc.",
    "Repository" : "Business",
    "Source" : "id.propcas.propcas.ecm-testing-cs-uw-client",
    "SubmissionID" : 15883301,
    "Symbol" : "C&E-E",
    "TransactionType" : "Endorsement"
  } ],
  "page" : {
    "size" : 20,
    "totalElements" : 180,
    "totalPages" : 9,
    "number" : 1
  }
}

API Error Reporting

If an error occurs during the processing of an API request, a non-2xx HTTP status code is returned and the response body will contain detailed error information. The format of the response body is consistent for all errors returned to ease the implementation effort for clients consuming the API. Here is an example of an API request that returns an error response…​

POST /api/documents/Claimz/SpecialtyClaims

The response status returned:

HTTP/1.1 404 Not Found

…​and the body of the response containing detailed error information:

{
    "timestamp": "2020-12-21T11:19:53.048309",
    "status": "NOT_FOUND",
    "statusCode": 404,
    "errorMessage": "A repository with the specified name could not be located",
    "detailedErrors": [
        {
            "@type": "detailedError",
            "errorMessage": "The requested item was not found. Repository Claimz not found."
        }
    ]
}

Error response format

The body of the response returned for an API request that resulted in an error will contain an object with the follow properties…​

Table 12. Error response properties
Property Type Description

timestamp

string

Date and time when the error occurred (ISO-8601 format)

status

string

The HTTP status description

statusCode

int

The HTTP status code

errorMessage

string

The primary error message

detailedErrors

array[]

(see below)

The detailedErrors[] array can be used to provide fine-grained detail when an API request results in multiple errors occurring. The type of the array elements may vary on a per-error condition basis. Here is an example request with detailed error messages returned…​

POST /api/documents/Business/PolicyForms

The response status returned:

HTTP/1.1 500 Internal Server Error

The body of the response contains the primary error along with more detailed error messages…​

{
  "timestamp": "2020-12-08T14:43:09.214229",
  "status": "CONFLICT",
  "statusCode": 409,
  "errorMessage": "One or more validation errors occurred",
  "detailedErrors": [
    {
      "errorMessage": "A value is required for the SubmissionId metadata property."
    },
    {
      "errorMessage": "The provided value for the Description metadata property exceeds the maximum length of 64"
    }
  ]
}

HTTP Status Codes

Listed below are the most common HTTP status codes that are returned with the response to an API request.

Successful responses
200 OK

The request has succeeded.

201 Created

The request has succeeded and a new resource has been created as a result. This is typically the response sent after POST requests.

204 No Content

There is no content to send for this request, but the headers may be useful. The user-agent may update its cached headers for this resource with the new ones.

Client errors
400 Bad Request

The server could not understand the request due to invalid syntax or content.

401 Unauthorized

This response means "unauthenticated". That is, the client must authenticate itself to get the requested response.

403 Forbidden

The client does not have access rights to the content; that is, it is unauthorized, so the server is refusing to give the requested resource. Unlike 401, the client’s identity is known to the server.

404 Not Found

The server cannot find the requested resource. This means that the endpoint is valid but the resource itself does not exist. Servers may also send this response instead of 403 to hide the existence of a resource from an unauthorized client.

409 Conflict

This response indicates that one or more data validation errors have occurred, such as attempting to assign an invalid value (e.g. out of range) to a property.

415 Unsupported Media Type

The media format of the requested data is not supported by the target, so the server is rejecting the request.

Server errors
500 Internal Server Error

The server has encountered a situation it doesn’t know how to handle.

501 Not Implemented

The request method is not supported by the server and cannot be handled.

502 Bad Gateway

This error response means that the server made a request to an external service or acts as a gateway and got an invalid or error response.

503 Service Unavailable

The server is not ready to handle the request. Common causes are a server that is down for maintenance or that is overloaded. It is common for a proxy service, firewall, or load balancer will be configured to return this response during the downtime.

504 Gateway Timeout

This error response is given when the server makes a request to an external service or acts as a gateway and cannot get a response in time.

Dynamic Documentation

/api/endpoints

Call this endpoint first to determine which endpoints are available to you, as a consumer. This API serves multiple business divisions, and a variety of complex insurance products. Therefore, not all endpoints apply to all consumers.

Example HTTP Request
GET /api/endpoints HTTP/1.1
Authorization: Bearer {{access_token}}
Example HTTP Response
HTTP/1.1 200 OK
Content-Type: application/json

{
    "endpoints": [
        "/api/example1",
        "/api/example2"
    ]
}

/api/docs

Call this endpoint to get specific request and response body details, which can vary based on factors such as the consumer, business division and product. The /api/docs endpoint provides dynamic documentation based on those factors.

Determine the request body required by an endpoint.

Example HTTP Request
POST /api/docs HTTP/1.1
Authorization: Bearer {{access_token}}
Content-Type: application/json

{
    "type": "request",
    "endpoint": "/api/example1",
    "format": "json",
    "scope": {
        "state": "OH"
    }
}

Determine the response body returned by an endpoint.

Example HTTP Request
POST /api/docs HTTP/1.1
Authorization: Bearer {{access_token}}
Content-Type: application/json

{
    "type": "response",
    "endpoint": "/api/example1",
    "format": "json"
}
Request Body Fields
Field Type Required Description

type

string

true

Valid values: request, response

endpoint

string

true

One of the available API endpoints.

format

string

true

Valid values: json, details

scope

object

false

Additional scoping necessary for the request.

Endpoints

/api/application

Retrieve PDF of prefilled Application.

Example HTTP Request
POST /api/application HTTP/1.1
Authorization: Bearer {{access_token}}
Content-Type: application/json

{
    see /api/docs for a sample request
}
Example HTTP Response
HTTP/1.1 200 OK
Content-Type: application/json

{
    see /api/docs for a sample response
}