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 can be any number of pages >=1 and <=50.

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 NameField Description / Notes
date_filedDate the Policy was filed (if applicable). Format is yyyy-mm-dd UTC Timezone.
policy_effective_datePolicy Effective Date. Format is yyyy-mm-dd UTC Timezone.
transaction_effective_dateTransaction 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.