Transaction

Transaction Status Updated to 'Filed'

Receive a webhook event when there is a status change of an individual transaction to the 'Filed' status within InsCipher.

Use Cases

Depending on which state(s) are selected in the configuration, a single or many of the following use cases will trigger this event:

1. (Connect clients only) - Manual changes to an individual Transaction Status by end user

   • Inline edit: A user manually changes a transaction's status to 'filed' from another status within that policy's details page in the status dropdown.
   • Bulk action:A user manually changes multiple transaction statuses to 'filed' through a bulk update CSV action.

2. (All Clients) - System changes to one or more Transaction Statuses by State Export action
   This is an InsCipher system-generated status change in which one individual or more transactions have been successfully exported to the state of filing. Requests are sent for BOTH state export action and for the individual transaction because both conditions have been fulfilled.

NOTE: Specific ONLY to New York state - State Export action
In New York, a transaction is considered filed after being sent to the state but still requires signature from the insured of the Stamped Declination Page document.

This is a system-generated status change that occurs whenever individual or multiple transactions have been successfully exported to the state of New York - and have been returned with stamped documents that are saved by the name Stamped Dec Pagein the request JSON.

Request examples

There are two primary datasets involved with Transactions - the individual transaction itself and the state export data, which consists of all transactions processed by the state export.

Individual Transaction

{
  "event_id": 21,
  "event": "webhook.transaction.status.filed",
  "timestamp": "2024-07-29 12:13:59",
  "transactions": [
    {
      "policy_number": "ID PREMIUM 01",
      "transaction_id": 165235,
      "status_message": "Filed",
      "warnings": [
        "Missing Associated Producer",
        "Retail producer not provided",
        "Description of risk not provided or not found",
        "Line of business is missing",
        "Some of the Declining Carriers fields are not provided"
      ],
       "transaction_documents": [
        {
          "document_id": 65540,
          "document_name": "Policy",
          "document_url": "http://surplus.local/transaction/document/165241/65540/download",
          "stamped": false
        }
      ]
    }
  ]
}

State Export Data

{
  "event_id": 31,
  "event": "webhook.transaction.status.filed",
  "timestamp": "2024-07-29 18:33:57",
  "batch_id": "6f6a0b3a3fb435b504039bcee59dfba9",
  "status": "submission_accepted",
  "transactions": [
    {
      "policy_number": "ent-indv",
      "transaction_id": 155561,
      "status_message": "Filed",
      "transaction_documents": [
        {
          "document_id": 63896,
          "document_name": "Policy",
          "document_url": "http://surplus.local/transaction/document/155561/63896/download",
          "stamped": false
        }
      ]
    },
    {
      "policy_number": "ent-indv",
      "transaction_id": 155562,
      "status_message": "Filed",
      "transaction_documents": [
        {
          "document_id": 63898,
          "document_name": "Policy",
          "document_url": "http://surplus.local/transaction/document/155561/63898/download",
          "stamped": false
        }
      ]
    }
  ]
}