Transaction Search
Return a collection of transactions by specific date parameters
Introduction
This endpoint allows for the retrieval of transactions by one or more date-based body parameters, including date_filed, policy_effective_date and transaction_effective_date. Pagination can be controlled via the page url parameter, in the format page=1, where 1 has no limit.
URL
POST
/api/v1/search-transactions?page=1
Request / Response Examples
{
"date_filed": {
"from": "2024-01-30",
"to": "2025-06-01"
},
"policy_effective_date": {
"from": "2024-01-30",
"to": "2025-06-01"
},
"transaction_effective_date": {
"from": "2024-01-30",
"to": "2025-06-01"
}
}{
"data": [
{
"municipal_name": null,
"municipal_category": null,
"sl_tax_paid_date": null,
"stamping_fee_paid_date": null,
"other_taxes_paid_date": null,
"sl_tax_invoice_id": null,
"stamping_fee_invoice_id": null,
"unique_id": null,
"extra_invoice_number": "11759069",
"filed_under_license_name": "TESTING CO",
"filed_under_license_number": "5112331341",
"id": 6198187,
"transaction_type": "PN",
"transaction_status": 4,
"policy_number": "85856867987",
"policy_effective_date": "2024-08-12",
"transaction_effective_date": "2024-08-12",
"premium": 0,
"agency_fee": 150,
"inspection_fee": 0,
"sl_tax": 4.5,
"stamping_fee": 0,
"sl_service_charge": 0,
"municipal_fee": 0,
"county_fee": null,
"fm_tax": 0,
"empa_tax": 0,
"mailing_insured_name": "T&D Security Services Inc",
"date_filed": "2024-08-22",
"gl_moved_date": null,
"policy_expiration_date": "2025-08-12",
"transaction_id_number": null,
"date_ready_to_file": "2024-08-12",
"collection_fee": 0,
"physical_state": "CO",
"transaction_documents": [
{
"name": "Policy Declarations",
"code": "POLIC",
"download_url": "https://surpluslines.inscipher.com/transaction/document/6198187/3765315/download"
},
{
"name": "Affidavit - Part C",
"code": "AFFIDC",
"download_url": "https://surpluslines.inscipher.com/transaction/document/6198187/3765316/download"
},
{
"name": "Notice of Excess Line Placement & Total Cost Form",
"code": "NOOELP",
"download_url": "https://surpluslines.inscipher.com/transaction/document/6198187/3765317/download"
},
{
"name": "AF-104 Affidavit of Diligent Search (Rev. 8-6-21).pdf",
"code": "POLIC",
"download_url": "https://surpluslines.inscipher.com/transaction/document/6198187/3970383/download"
}
],
"created_by": "Sidney Watts Demo",
"created_date": "2024-06-25 13:56:19 America/Denver"
},
{
"municipal_name": null,
"municipal_category": null,
"sl_tax_paid_date": null,
"stamping_fee_paid_date": null,
"other_taxes_paid_date": null,
"sl_tax_invoice_id": null,
"stamping_fee_invoice_id": null,
"unique_id": null,
"extra_invoice_number": null,
"filed_under_license_name": "Micah's Agency",
"filed_under_license_number": "113344",
"id": 5852649,
"transaction_type": "PR",
"transaction_status": 4,
"policy_number": "154256",
"policy_effective_date": "2024-05-17",
"transaction_effective_date": "2024-05-17",
"premium": 500,
"agency_fee": 0,
"inspection_fee": 0,
"sl_tax": 20,
"stamping_fee": 1.25,
"sl_service_charge": 15,
"municipal_fee": 0,
"county_fee": null,
"fm_tax": 0,
"empa_tax": 0,
"mailing_insured_name": "TEST",
"date_filed": "2024-08-12",
"gl_moved_date": null,
"policy_expiration_date": "2025-05-31",
"transaction_id_number": null,
"date_ready_to_file": "2024-08-12",
"collection_fee": 0,
"physical_state": "MS",
"transaction_documents": [
{
"name": "AL Affidavit - Producer to Sign.pdf",
"code": "POLIC",
"download_url": "https://surpluslines.inscipher.com/transaction/document/5852649/3605089/download"
}
],
"created_by": "Micah Agent",
"created_date": "2024-05-17 08:02:26 America/Denver"
},
{
"municipal_name": null,
"municipal_category": null,
"sl_tax_paid_date": null,
"stamping_fee_paid_date": null,
"other_taxes_paid_date": null,
"sl_tax_invoice_id": null,
"stamping_fee_invoice_id": null,
"unique_id": null,
"extra_invoice_number": "987654321",
"filed_under_license_name": "Micah's Agency",
"filed_under_license_number": "4802872",
"id": 5825121,
"transaction_type": "PN",
"transaction_status": 4,
"policy_number": "435737",
"policy_effective_date": "2024-05-13",
"transaction_effective_date": "2024-05-13",
"premium": 1000,
"agency_fee": 0,
"inspection_fee": 0,
"sl_tax": 60,
"stamping_fee": 0,
"sl_service_charge": 0,
"municipal_fee": 0,
"county_fee": null,
"fm_tax": 0,
"empa_tax": 0,
"mailing_insured_name": "Micah Insured",
"date_filed": "2024-08-13",
"gl_moved_date": null,
"policy_expiration_date": "2025-05-13",
"transaction_id_number": null,
"date_ready_to_file": "2024-08-12",
"collection_fee": 0,
"physical_state": "AL",
"transaction_documents": [
{
"name": "AL Affidavit - Producer to Sign.pdf",
"code": "AFFIDCA",
"download_url": "https://surpluslines.inscipher.com/transaction/document/5825121/3585420/download"
},
{
"name": "SSIU-Comm-Supplemental-App-Forms-AL.pdf",
"code": "POLIC",
"download_url": "https://surpluslines.inscipher.com/transaction/document/5825121/3585426/download"
}
],
"created_by": "Micah Agent",
"created_date": "2024-05-13 17:48:42 America/Denver"
}
],
"pagination": {
"total": 3,
"per_page": 50,
"page": 1,
"pages": 1
}
}
Request Field Descriptions
| Field Name | Field Description / Notes |
|---|---|
date_filed | Date the Policy was filed (if applicable). Format is yyyy-mm-dd UTC Timezone. |
policy_effective_date | Policy Effective Date. Format is yyyy-mm-dd UTC Timezone. |
transaction_effective_date | Transaction Effective Date (will be the same as policy effective date for new and renewal policies). Format is yyyy-mm-dd UTC Timezone. |
Note: For all of the above fields, the API accepts date filters where the from date is later than the to date (from: 2025-01-01, to: 2024-01-01). If the request body includes duplicate keys, such as adding transaction_effective_date twice, the API will accept the request but only use the last occurrence - discarding the first.
Updated 13 days ago