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Policy Management

Policy Management

This page provides supplementary information for the Policy Management API.

Get policy details

Send a request that looks like below to retrieve details of a single policy. Please replace the :id path variable with the actual policy Id.

### Get details of a single policy GET {{base-url-underwriting}}/api/v1/policies/:id?fields[policies]=reference,description,period,status,currencyCode Authorization: {{access-token}} Accept: application/vnd.api+json

Sample response

HTTP/2 200 OK { "data": { "type": "policies", "id": "policy-6f21f713-f977-5ded-a1d0-15d82ee48931", "attributes": { "reference": "1106467", "description": "Sample Customer Name", "period": { "start": "2024-12-19T00:00:00+00:00", "end": "2025-12-18T23:59:59+00:00" }, "currencyCode": "GBP", "status": "Created" } } }

Get policies belonging to a customer

To get policies belonging to a customer, send a request with parameters for paging, sorting, filtering, and a sparse fieldset selection. Please replace the {{policy-holder-id}} query parameter with the actual policy holder Id (aka the customer Id). For example,

### Get policies belonging to a customer GET {{base-url-underwriting}}/api/v1/policies?sort=-createdDate&fields[policies]=reference,description,period,status,currencyCode&page[size]=10&page[number]=1&filter[policyHolderId]={{policy-holder-id}} Authorization: {{access-token}} Accept: application/vnd.api+json

Sample response

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