List Policy Transactions

curl --request GET \
  --url https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions \
  --header 'Authorization: <api-key>'

import requests

url = "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions"

headers = {"Authorization": "<api-key>"}

response = requests.get(url, headers=headers)

print(response.text)

const options = {method: 'GET', headers: {Authorization: '<api-key>'}};

fetch('https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.get("https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions")
  .header("Authorization", "<api-key>")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "items": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440010",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 1,
      "action": "NEW_BUSINESS",
      "effectiveDate": "2025-01-01",
      "transactionTimestamp": "2025-01-15T10:30:00.000Z",
      "createdAt": "2025-01-15T10:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090"
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440020",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 2,
      "action": "ENDORSE",
      "effectiveDate": "2025-06-01",
      "transactionTimestamp": "2025-05-28T14:30:00.000Z",
      "createdAt": "2025-05-28T14:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090"
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440021",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 3,
      "action": "CANCEL",
      "effectiveDate": "2025-09-01",
      "transactionTimestamp": "2025-08-25T09:00:00.000Z",
      "createdAt": "2025-08-25T09:00:00.000Z",
      "createdBy": null
    }
  ],
  "totalCount": 3
}

Transactions

List Policy Transactions

Returns a paginated list of all transactions for a policy, ordered by policyVersion. Each transaction represents an immutable change set (new business, endorsement, cancellation, reinstatement, or renewal).

Use this endpoint to see the full transaction history of a policy. For detailed per-field deltas, retrieve a single transaction via the Get Policy Transaction endpoint.

Related: The Bordereau APIs provide a similar transaction-level view across all policies, with the ability to include additional columns for full-term policy fields. Use this endpoint when you need per-field deltas for a single policy; use the Bordereau APIs when you need a flat, reportable listing across policies.

Required permission: company.policy:read

GET

api

external

companies

{companyId}

policies

{policyId}

transactions

List Policy Transactions

curl --request GET \
  --url https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions \
  --header 'Authorization: <api-key>'

import requests

url = "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions"

headers = {"Authorization": "<api-key>"}

response = requests.get(url, headers=headers)

print(response.text)

const options = {method: 'GET', headers: {Authorization: '<api-key>'}};

fetch('https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.get("https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions")
  .header("Authorization", "<api-key>")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "items": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440010",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 1,
      "action": "NEW_BUSINESS",
      "effectiveDate": "2025-01-01",
      "transactionTimestamp": "2025-01-15T10:30:00.000Z",
      "createdAt": "2025-01-15T10:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090"
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440020",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 2,
      "action": "ENDORSE",
      "effectiveDate": "2025-06-01",
      "transactionTimestamp": "2025-05-28T14:30:00.000Z",
      "createdAt": "2025-05-28T14:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090"
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440021",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 3,
      "action": "CANCEL",
      "effectiveDate": "2025-09-01",
      "transactionTimestamp": "2025-08-25T09:00:00.000Z",
      "createdAt": "2025-08-25T09:00:00.000Z",
      "createdBy": null
    }
  ],
  "totalCount": 3
}

Authorizations

Authorization

string

header

required

API key authentication. Include your API key in the Authorization header.

Path Parameters

companyId

string<uuid>

required

Company identifier

policyId

string<uuid>

required

Policy identifier

Query Parameters

page

integer

default:1

Page number (1-based, default 1, page size 50)

Required range: x >= 1

sortDirection

enum<string>

default:asc

Sort direction for policyVersion ordering (default asc). Use asc for chronological order, desc for most-recent-first.

Available options:

asc,

desc

Response

Paginated list of policy transactions

Paginated list of policy transactions.

items

object[]

required

Show child attributes

totalCount

integer

required

Total number of transactions across all pages

List Single Policy Versions Get Policy Transaction

⌘I