Transaction Status
Retrieve status updates on a single transaction.
Introduction
This API allows you to programmatically get status updates on a single filing submitted into the InsCipher platform. This can be utilized by both InsCipher Filing Service™ and Connect™ clients. Bulk status updates are not available using this request.
There are two approaches to get status updates - both via URL parameters:
- **Transaction ID: **Also known as the filing number - this is the identifier that InsCipher gives a transaction once it is submitted into the system.
- Invoice Number: This is the identifier sent in with the initial POST request, and usually derives from the ID of the transaction from the agency management system it had before. This method is most utilized by clients.
URL
GET /api/v1/get-transaction-status.json
The transaction or invoice ID's are then required as query parameters to pull a specific transaction, like so:
GET /api/v1/get-transaction-status.json?transaction_id=7009501
GET /api/v1/get-transaction-status.json?invoice_number=480828
Request / Response Examples
{
"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": "INVSL-30001",
"stamping_fee_invoice_id": "INVST-20001",
"unique_id": null,
"extra_invoice_number": "TESTINGIDe",
"filed_under_license_name": null,
"filed_under_license_number": null,
"id": 7009501,
"transaction_type": "PN",
"transaction_status": 1,
"policy_number": "ABCfe",
"policy_effective_date": "2017-02-01",
"transaction_effective_date": "2017-02-01",
"premium": 3108.5,
"agency_fee": 200,
"inspection_fee": 0,
"sl_tax": 93.26,
"stamping_fee": 6.22,
"sl_service_charge": 0,
"municipal_fee": null,
"county_fee": null,
"fm_tax": 0,
"empa_tax": 0,
"mailing_insured_name": "Westfield Galleria at Roseville",
"date_filed": null,
"gl_moved_date": null,
"policy_expiration_date": "2018-02-01",
"transaction_id_number": null,
"date_ready_to_file": null,
"collection_fee": 0,
"physical_state": "CA",
"transaction_documents": [
{
"name": "Custom 0 (POLICYdoc1)",
"code": null,
"download_url": "https:\/\/surpluslines.inscipher.com\/transaction\/document\/7009501\/4329514\/download"
},
{
"name": "Custom 1 (UNMAPD)",
"code": null,
"download_url": "https:\/\/surpluslines.inscipher.com\/transaction\/document\/7009501\/4329515\/download"
},
{
"name": "Custom 2 (UNMAPD)",
"code": null,
"download_url": "https:\/\/surpluslines.inscipher.com\/transaction\/document\/7009501\/4329516\/download"
}
],
"created_by": "John doe",
"created_date": "2024-10-24 17:35:31 America\/Denver"
}The request was unacceptable, often due to missing a required parameter.Response Field Descriptions
Note:
The responses below are pulled from what values are on the filing details page of the applicable queried transaction.
Field name | Field description |
|---|---|
id | Filing Number created and assigned by the InsCipher portal (integer) |
county_fee | Only for KY - Pertains to Local Government Premium Tax (municipal county fees) |
other_taxes_paid_date | Date filing was marked paid for all other taxes. Other taxes are defined as all taxes except for SL tax and Stamping Fee (i.e. empa, municipal fee, etc.) "yyyy-mm-dd" UTC Timezone |
transaction_id_number | This is a state-specific ID. |
municipal_name | Only for KY - Pertains to Local Government Premium Tax (municipal county fees) |
municipal_category | Only for KY - Pertains to the tax category defined based on the line of business associated with the transaction. |
sl_tax_paid_date | Date filing was marked as SL Tax paid in the InsCipher portal. "yyyy-mm-dd" UTC Timezone |
stamping_fee_paid_date | Date filing was marked as Stamping Fee paid in the InsCipher portal. "yyyy-mm-dd" UTC Timezone |
sl_tax_invoice_id | State invoice ID or period pertaining to the payment made for SL Taxes. |
stamping_fee_invoice_id | State invoice ID or period pertaining to the payment made for SL Taxes. |
unique_id | Unique ID associated to the transaction, added by the filer or during the submission process. |
extra_invoice_number | Original agency management system insured invoice number. |
filed_under_license_name | License name associated with filing. |
filed_under_license_number | License number associated with filing. |
transaction_type | Transaction type. |
transaction_status | Transaction Status: Value Returned Description 1 Saved 2 Submitted 3 Flagged 4 Filed 5 Archived 7 Void 8 Ready to File 9 Unregistered 10 In E-File Queue |
policy_number | Policy Number |
policy_effective_date | Policy Effective Date "yyyy-mm-dd" UTC Timezone |
transaction_effective_date | Transaction Effective Date (will be the same as policy effective date for new and renewal policies) "yyyy-mm-dd" UTC Timezone |
premium | Premium |
agency_fee | Agency, Broker, Policy Fees |
inspection_fee | Carrier, Inspection, Underwriting Fees |
sl_tax | Surplus Lines Taxes (applies to all states) |
stamping_fee | Stamping Fees (applies to the majority of states) |
sl_service_charge | Surplus Lines Service Charges (only applies to a couple of states) |
municipal_fee | Municipal Fee (only applies KY) |
fm_tax | Fire Marshall Tax (only applies to a couple of states) |
empa_tax | EMPA Tax (or renamed fee that only applies to a couple of states) |
mailing_insured_name | Insured Name |
physical_state | Risk State |
date_filed | Date Filed (if applicable) |
gl_moved_date | General Ledger Moved Date (date entered into accounting system) "yyyy-mm-dd" UTC Timezone |
policy_expiration_date | Policy Expiration Date |
transaction_documents : | Transaction Documents attached to the filing |
........{ name, code, download_url } | Collection of transaction documents' data : name : Transaction document name code : Transaction document code download_url : Transaction document download URL |
created_by | Name of who the transaction was originally created by within the agency. |
created_date | Date the transaction was created by within the agency. |
Note:
There are some states where field names are repurposed for state-specific definitions of taxes and/or state fees. For a summary of these tax titles, refer to this matrix.
Response Codes & Errors
InsCipher uses conventional HTTP response codes to indicate the success or failure of an API request. In general, 2xx codes indicate success, 4xx codes indicate a failure due to invalid information provided, 5xx codes indicate server errors.
Below are the main HTTP error code and identifier used as well as a summary description of the error:
| Error Response | Description |
|---|---|
| 200 - OK | A successful request |
| 400 - Bad Request | The request was unacceptable, often due to missing a required parameter. |
| 401 - Unauthorized | Invalid or missing API key |
| 402 - Request Failed | The parameters were valid but the request failed |
| 404 - Not Found | The requested resource doesn't exist |
| 429 - Too Many Requests | Too many requests hit the API too quickly |
| 500 - Internal Server Error | An error occurred while processing a request |
Updated about 1 month ago