Transaction Import - Single

Import single transactions & documents into InsCipher

Introduction

The Transaction Import API allows the programmatic import of single transactional policies and documents into InsCipher's online portal.

URL

POST /api/v2/single/transaction

Request / Response Examples

{
    "agent_id": 13947,
    "policy_number": "CA20170228-05",
    "policy_effective_date": "2025-06-02",
    "policy_expiration_date": "2025-06-02",
    "transaction_effective_date": "2025-06-02",
    "expiring_policy_number": "CA20170228-04",
    "invoice_date": "2025-06-02",
    "invoice_number": "INVN-100011",
    "transaction_type": "PN",
    "policy_type": "master",
    "account_written_as": "B",
    "rpg": 1,
    "layered_risk": 1,
    "broker_of_record": 1,
    "risk_retention_group": 1,
    "purchasing_group_name": "Cal Association",
    "risk_description": "General Accidental Coverage",
    "ecp": 0,
    "exempt": 0,
    "multi_state": 0,
    "policy_limit": 0.00,
    "property_limit": 0.00,
    "line_of_business_list": [
        {
            "item": "GEN-1001",
            "coverage": 3108.50
        }
    ],
    "insurance_company_list": [
        {
            "item": "AA-1122000",
            "coverage": 50
        }
    ],
    "syndicate_list": [
        {
            "item": "AA-1120131",
            "coverage": 60
        }
    ],
    "premium": 3108.50,
    "agency_fee": 200.00,
    "inspection_fee": 0.00,
    "collection_fee": 1.11,
    "sl_tax": 117.00,
    "stamping_fee": 7.80,
    "sl_service_charge": 0.00,
    "municipal_fee": 0.00,
    "fm_tax": 0.00,
    "empa_tax": 0.00,
    "total": 4224.80,
    "commission_received": 0,
    "mailing_insured_name": "Westfield Galleria at Roseville",
    "mailing_address": "1151 Galleria Blvd",
    "mailing_city": "Roseville",
    "mailing_zip_code": "95678",
    "mailing_state_code": "CA",
    "insured_entity": "individual",
    "insured_email": "[email protected]",
    "insured_phone": "212-456-7890",
    "insured_county": "Washington",
    "physical_same_as_mailing": 1,
    "stamping_fee_invoice_id": "INVST-20001",
    "sl_tax_invoice_id": "INVSL-30001",
    "agent_notes": "test notes",
    "business_group_id": "Division 1",
    "customer_code": "OPT CUST CODE12",
    "retail_producer_name": "Producer Name",
    "retail_agency_name": "Producer Agency Name",
    "retail_address": "Demo street 1",
    "retail_address2": "2nd floor",
    "retail_city": "Demo City",
    "retail_state": "WA",
    "retail_zip": "12345",
    "sop_name": "SOP Name",
    "sop_address": "Demo street 1",
    "sop_address_2": "2nd floor",
    "sop_city": "Winthrop",
    "sop_state": "WA",
    "sop_zip": "98862",
    "dc_who_received_the_declinations": "John",
    "dc_other_person_in_office": "Some Other Person",
    "dc_who_performed_diligent_search": 1,
    "wind_storm_eligible_for_pool": 1,
    "wind_storm_primary_amount": 10,
    "wind_storm_other_coverages_deductible": 25,
    "wind_storm_exclusion": 1,
    "wind_storm_deductible": 0.51,
    "lloyds_cover_holder_number": "",
    "lloyds_cover_holder_name": "",
    "associated_producer": "1234567",
    "declining_carriers": [
        {
            "naic": "54267",
            "date_declined": "2017-02-02",
            "declining_reason": "1 - Capacity Reached",
            "underwriting_consideration": "frog",
            "representative_name": "John",
            "representative_title": "Mr",
            "representative_email": "[email protected]",
            "representative_phone_number": "54",
            "representative_website": "demo.none"
        },
        {
            "naic": "37816",
            "date_declined": "2017-02-03",
            "declining_reason": "2 - Underwriting Reason",
            "underwriting_consideration": "frog",
            "representative_name": "Doe",
            "representative_title": "Dr",
            "representative_email": "[email protected]",
            "representative_phone_number": "36",
            "representative_website": "demo.none"
        },
        {
            "naic": "49865",
            "date_declined": "2017-02-04",
            "declining_reason": "incorrect",
            "underwriting_consideration": "Considered",
            "representative_name": "Johnson",
            "representative_title": "Ms",
            "representative_email": "[email protected]",
            "representative_phone_number": "465",
            "representative_website": "demo.none"
        }
    ],
    "transaction_documents": [
        {
            "code": "D1DISC",
            "url": "https://www.google.com/logos/doodles/2017/abdul-sattar-edhis-89th-birthday-5757526734798848-res.png",
            "id": 1000001
        },
        {
            "code": "POLIC",
            "id": 100000,
            "document_payload": "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",
            "document_filename": "policy.jpeg"
        },
        {
            "code": "CUST",
            "document_payload": "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",
            "document_filename": "custom.jpeg"
        }
    ]
}

{
  "batch_id": "f75d45bb47898abbd2b6f08769a186f7",
  "transactions": [
    {
      "id": null,
      "policy_number": "CA20170228-05",
      "transaction_id": 8514658,
      "status": 0,
      "status_message": "Success",
      "warnings": {
        "slTax": "SL tax values don't match. Provided - 117.00. Calculated - 93.26",
        "stampingFee": "Stamping fee values don't match. Provided - 7.80. Calculated - 5.60",
        "associatedProducer": "Missing Associated Producer",
        "rpgName": "Purchasing group name not provided (RPG = 'yes')"
      }
    }
  ]
}

{
  "message": "Validation error!",
  "errors": {
    "transaction.transaction_documents[0].cookie_url": "The cookie URL must be a valid URL or null."
  },
  "metadata": [
    "string"
  ]
}

Fields Names and Definitions

Field Title	Definition	Data Type
id	Unique ID used for tracking imported transactions. This number is used to identify possible duplicate transactions. Identified duplicate transactions are excluded from being imported.	string
policy_number	Policy number for transaction (Non-unique field). InsCipher character limitation may be different than the state limitation for batch filing.	string
policy_effective_date	Policy effective date. If omitted, transaction effective date is used as policy effective date.	string($date)
policy_expiration_date	Policy expiration date. If omitted, the default value will be calculated to be 12 months from the Policy Effective Date.	string($date)
transaction_effective_date	Transaction effective date. For endorsements, this is the endorsement effective date. For New or Renewal Policies, this is equal to the Policy Effective Date.	string($date)
expiring_policy_number	Expiring Policy Number. Only required for Renewal Type Policies.	string
invoice_date	This is the date that the policy was invoiced in most states. In GA, this is the Revenue Recognition Date, in HI, this is the Date Issued.	string($date)
invoice_number	The 'Invoice ID' field on the Tracking tab in the filing details page of a Filing Agent User. Typically only used by InsCipher Connect clients.	string
transaction_type	Transaction types with enumerated values: PN, PR, APE, RPE, AE, FC, ZPE, BD, RW, EE, OS, PC	string
policy_type	Either 'standard' or 'master'.	string
account_written_as	Account Written values. If omitted, the default Agency setting will be used. Values: B, DC	string
rpg	Risk Purchasing Group? Yes = 1 No = 0. If omitted, NO (0) value will be used.	number($integer)
layered_risk	Layered Risk Yes = 1 No = 0	number($integer)
broker_of_record	Broker of Record Change Yes = 1 No = 0	number($integer)
risk_retention_group	Risk Retention Group Yes = 1 No = 0	integer
purchasing_group_name	Required if RPG (rpg field) is set to Yes (or 1). If not included and RPG = Yes, then transaction will still import but will show RPG error.	string
risk_description	Description of Risk. For NY, OH, and PA specific import codes are required.	string
ecp	Exempt Commercial Purchaser? Yes = 1 No = 0. If omitted, 0 (zero) value will be imported.	integer
exempt	Is the coverage considered tax exempt by the state? Yes = 1, No = 0. Currently required only for the state of Utah.	integer
multi_state	Does the insured's liability reside in multiple states? Yes = 1, No = 0. Currently only required for the state of Utah.	integer
policy_limit	Aggregate policy limit/liability amount associated with the policy. Requirement depends on State and Agency settings.	number($float)
property_limit	Property Policy Limit. Requirement depends on State and Agency settings.	number($float)
line_of_business_list	If multiple lines of business apply, use the line of business list breakdown. Contains item and coverage amount for each line of business.	array
insurance_company_list	For policies with multiple insurance companies, provide the NAIC import code list. Contains item (NAICS) and coverage percentage.	array
syndicate_list	For policies with multiple syndicates, provide the NAIC import code list. Contains item (NAICS) and coverage percentage.	array
premium	Policy premium. If omitted, 0 (zero) amount will be imported.	number($float)
agency_fee	Policy / Broker / Agency Fee. If omitted, 0 (zero) amount will be imported.	number($float)
inspection_fee	Inspection / Audit / Underwriting Fee. If omitted, 0 (zero) amount will be imported.	number($float)
collection_fee	Collection Fee.	number($float)
sl_tax	Surplus Lines Tax (name may vary slightly by state). The requirement depends on Agency account setting if tax import is optional.	number($float)
stamping_fee	Stamping Fee (name may vary, such as FSLO fee in Florida or Fire Marshal Tax in Oregon).	number($float)
sl_service_charge	Currently active only in the state of Oregon and Mississippi.	number($float)
municipal_fee	Currently active only in Kentucky.	number($float)
fm_tax	Fire Marshal Tax based on Line of Business. Active in the state of Illinois and is based off premium amount.	number($float)
empa_tax	EMPA tax. Active in the state of Florida and is based on Line of Business.	number($float)
total	Total amount = premium + all taxes + all policy fees. If omitted, the system will sum up and import the total automatically.	number($float)
commission_received	Is commission received? Currently only applies to NH. Yes = 1, No = 0.	integer($int32)
mailing_insured_name	Insured name as it appears in policy documents.	string
mailing_address	Mailing address. Required if at least one mailing address field is provided and if client has setting 'Full address optional' enabled.	string
mailing_address2	Mailing address line 2 (if applicable)	string
mailing_city	Mailing city	string
mailing_zip_code	Mailing zip code. Required if at least one mailing address field is provided and if client has setting 'Full address optional' enabled.	string
mailing_state_code	Mailing state. 2-letter state code. Required if at least one mailing address field is provided.	string
insured_entity	Mailing Entity Type. Options include: individual, commercial, governmental, federal, tribal, hospital_alliance, state_approved_tax_exempt.	string
insured_email	Mailing Insured Email	string
insured_phone	Mailing Insured Phone	string
insured_county	Mailing County	string
physical_same_as_mailing	If the Physical State is the same as the Mailing State, set this value = 1. If not, set this value = 0.	integer
physical_address	Physical address. Required if Physical State is NOT the same as Mailing State and if client has setting Full address optional disabled.	string
physical_address2	Physical address line 2	string
physical_city	Physical city. Required if Physical State is NOT the same as Mailing State and if client has setting Full address optional disabled.	string
physical_zip_code	Physical zip code. Required if Physical State is NOT the same as Mailing State and if client has setting Full address optional disabled.	string
physical_state_code	Physical state. 2-letter state code. Required if Physical State is NOT the same as Mailing State.	string
agent_id	Each Agency and Agent user is assigned an Agent ID. This value associates the transaction to a specific user.	integer
agent_notes	Populates the Agent Notes section on the Filing Details page of a Filing Agent/Filing Agency Admin user.	string
transaction_documents	Section for uploading transaction documents during API submission. Contains document code, URL, ID, type, and other document-related fields.	array
transaction_documents[].code	Document code for the transaction document.	string
transaction_documents[].url	URL of the document to be uploaded.	string, character limit: 4096
transaction_documents[].id	Document ID associated with the transaction.	string
transaction_documents[].type	Type of document, specifying whether it's a URL or a base64 string. Enum: [ url, base64 ]	string
transaction_documents[].cookie_url	An optional URL for cookies related to the document, if applicable.	string
transaction_documents[].document_payload	Base64 encoded string for the document payload. Required if 'type' is set to 'base64'.	string
transaction_documents[].document_filename	Document File Name for Base64 payload.	string
sop_name	Service Of Process Name. Service of Process is a clause used in the event of a failure to pay amounts claimed under the policy. Currently applicable for the state of Alabama.	string
sop_address	Service Of Process Address.	string
sop_address_2	Service Of Process Address 2 (if applicable).	string
sop_city	Service Of Process City.	string
sop_state	Service Of Process State. 2 letter state code.	string
sop_zip	Service Of Process Zip Code.	string
declining_carriers	Array of declining carrier details.	array
dc_who_received_the_declinations	Who Received Declinations. Must be among the options provided in the admin interface.	string
dc_other_person_in_office	Who Received Declinations Explanation. This field is saved and visible only if the 'who_received_the_declinations' option selected has the 'enable text box for explanation' checkbox checked.	string
dc_who_performed_diligent_search	Who Completed Diligent Search: Surplus Lines Broker = 1, Retail Producer = 2	integer
retail_producer_name	Retail Producer Name. Required in WA, OR, and AK only if the business is written through a Retail Agent/Producer.	string
retail_agency_name	Retail Agency Name. Required in WA, OR, and AK only if the business is written through a Retail Agent/Producer.	string
retail_address	Retail Producer's Address Line 1. Required in WA, OR, and AK only if the business is written through a Retail Agent/Producer.	string
retail_address2	Retail Producer's Address Line 2. Required in WA, OR, and AK only if the business is written through a Retail Agent/Producer.	string
retail_city	Retail Producer City Location. Required in WA, OR, and AK only if the business is written through a Retail Agent/Producer.	string
retail_state	Retail Producer State Location. Required in WA, OR, and AK only if the business is written through a Retail Agent/Producer.	string
retail_zip	Retail Producer Zip Code Location. Required in WA, OR, and AK only if the business is written through a Retail Agent/Producer.	string
retail_producer_license	Retail Producer License. Depends on state retail producer settings.	string
retail_agency_license	Retail Agency License. Depends on state retail producer settings.	string
retail_phone_number	Retail Producer Phone Number. Depends on state retail producer settings.	string
retail_email_address	Retail Producer Email Address. Depends on state retail producer settings.	string
wind_storm_exclusion	Windstorm Exclusion Flag. Indicates if windstorm exclusion applies. Only applicable to certain property coverages in TX and FL. TRUE = 1, FALSE = 0	integer
wind_storm_eligible_for_pool	Windstorm Pool Exclusion Flag. TRUE = 1, FALSE = 0	integer
wind_storm_deduction	Windstorm/Hurricane Deductible. Amount of windstorm/hurricane deductible related to certain property coverages. Only applicable in FL.	number($float)
wind_storm_primary_amount	Windstorm Primary Amount (Coverage A). Amount related to certain property coverages. Only applicable in FL.	number($float)
wind_storm_other_coverages_deductible	All Other Perils Deductible. Amount related to all other deductibles not mentioned in the other fields above. Only applicable in FL.	number($float)
lloyds_cover_holder_number	According to Lloyd's, a Cover Holder is a company or partnership authorized by a Managing Agent to enter into contracts of insurance underwritten by members of a syndicate.	string
lloyds_cover_holder_name	According to Lloyd's, a Cover Holder is a company or partnership authorized by a Managing Agent to enter into contracts of insurance underwritten by members of a syndicate.	string
migrated	Internal use only.	integer
associated_producer	License Number of Associated Producer. Applies only if Associated Producer is enabled for the selected physical state and the selected license type is Agency.	string
stamping_fee_invoice_id	Stamping Fee Invoice ID field on the Tracking tab in the filing details page of a Filing Agent User. Only applies to InsCipher Connect clients.	string
sl_tax_invoice_id	SL Tax Invoice ID field on the Tracking tab in the filing details page of a Filing Agent/Filing Agency Admin User. Only applies to InsCipher Connect clients.	string
business_group_id	Business Group ID. This is for assigning divisions, regions, or other business groups to a transaction for tracking purposes. Only applies to InsCipher Connect clients.	string
customer_code	Customer Code. Used for associating specific customer classifications from your management system to a transaction for tracking purposes. Only applies to InsCipher Connect clients.	string
transaction_status	Transaction Status. Not applicable to Utah and Idaho; this field will be ignored in those states, and default logic will be used.	integer($int32)
license_number	License Number. Default logic will be used if the license is not found or multiple licenses are found.	string
filing_admin	Filing Admin Name. Default logic will be used if the filing admin is not found or multiple filing admins are found.	string
date_filed	Date Filed. If the transaction is imported with a 'Date Filed', it will automatically be imported in a 'Filed' status.	string($date)
umr_number	UMR Number	string
sla_transaction_number	SLA Transaction Number. Must be in valid format: XXXXX-XX-XXXXX (first five symbols can be letters and/or digits, others - only digits).	string
unique_id	Unique ID	string
stamping_fee_date_paid	Stamping Fee Date Paid	string($date)
sl_tax_paid_date	SL Tax Paid Date	string($date)
other_taxes_paid_date	Other Taxes Paid Date	string($date)
dba	Doing Business As	string

FAQ's ❓

Updated 4 days ago