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Product updates

New updates and improvements to the AI Insurance REST API.

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December 4 2025

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Quotes API Consolidation (PR #18532)

Breaking Changes
  • Consolidated quote endpoints: Moved from submission-scoped paths to single company-level endpoints with optional filters
    • Before: GET /api/external/companies/{companyId}/submissions/{submissionId}/quotes
    • After: GET /api/external/companies/{companyId}/quotes?submissionId={submissionId}
    • All quote endpoints now use optional submissionId and applicationId query parameters instead of path parameters
New Features
  • Lightweight quote info endpoint: GET /api/external/companies/{companyId}/quotes-info
    • Returns essential fields only (9 fields vs 40+)
    • Optimized for listing, searching, and filtering
    • ~3x faster response times for dashboard views
    • Fields: id, number, status, createdAt, updatedAt, description, policyId, policyCurrency, grandTotal
  • Enhanced pagination: All list endpoints now support robust pagination
    • Page size: 50 quotes per page
    • 1-based indexing (page=1 is first page, page=0 coerced to 1)
    • Response includes totalCount for pagination UI
  • Advanced filtering: Comprehensive query parameters for all list endpoints
    • status: Filter by single status or array of statuses
    • filterText: Full-text search across quote fields
    • dateFrom/dateTo: Filter by creation date range
    • applicationId: Filter by associated application
  • Flexible sorting: Control result ordering
    • sortBy: Choose field (createdAt, updatedAt, status, number)
    • sortDirection: asc or desc
    • Default: Most recent first (createdAt desc)
Improvements
  • Unified response format: All list endpoints return { items: [], totalCount: number }
  • Updated quote statuses: Status values now match actual implementation
    • Added: in_progress, complete, sent, accepted, applied_to_policy
    • Updated: More granular status tracking for quote lifecycle
  • Better data models: Clear distinction between lightweight and full quote representations
  • Improved documentation: Separate guides for submissions and quotes with detailed examples

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August 8 2025

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External API enhancements

Improvements
  • New submission creation: Create submissions with complete policy, coverage, and insured data via POST /api/external/companies/{companyId}/submissions
  • Submission updates: Update existing submissions by adding new quotes via PUT /api/external/companies/{companyId}/submissions/{submissionId}
  • Enhanced quote retrieval: Get detailed quote information including policy data, coverages, and billing configuration via GET /api/external/companies/{companyId}/quotes/{quoteId}
  • Configuration endpoint: Retrieve company-specific configuration including rating fields, entity types, and coverage options via GET /api/external/companies/{companyId}/configuration
API structure improvements
  • All endpoints now use /api/external/ prefix for better organization and versioning
  • Enhanced data models with comprehensive ImportPolicy, ImportPolicyCoverage, and ImportInsured objects
  • Added support for policy types: Claims Made (C), Occurrence (O), Claims Paid (P), and more
  • Expanded quote response with billing details, forms management, and binding settings
Developer experience
  • Complete API documentation with detailed request/response examples
  • Enhanced error handling and validation
  • Comprehensive data model reference with all field descriptions
  • Support for complex insurance workflows including renewals and endorsements

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Initial Release

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Core API functionality

New features
  • List submissions: Retrieve paginated submissions for a company with filtering and sorting options
  • List quotes: Get all quotes associated with a specific submission
  • Quote management: Basic quote retrieval and status tracking
  • Authentication: API key-based authentication for secure access
Data models
  • Core Submission object with status tracking and metadata
  • Basic Quote object with pricing and status information
  • Support for submission types: new business, renewals, and endorsements
  • Quote status management: draft, active, expired, bound, declined, superseded
API foundation
  • RESTful API design following industry standards
  • Comprehensive error handling with detailed error responses
  • Rate limiting and security best practices
  • UUID-based resource identification