The Carrier Credentials API lets you manage the carrier credentials your agency uses for personal lines quoting, and organize them into product groups. A credential holds the rating and login details for one carrier, along with the states, lines of business, and carrier products it applies to.
Use it to:
Stored passwords are never returned. Responses show only whether a credential has rating or login credentials, plus masked hints of the usernames.
The Carrier Credentials API uses OAuth 2.0, so calls are made on behalf of a signed-in Zywave user (User-based OAuth 2.0). Register an app, request the scopes below, and send the access token as Authorization: Bearer <access_token>.
| Scope | Allows |
|---|---|
api.carriercredentials |
Full access: create, update, and delete credentials and product groups, and read them |
api.carriercredentials:read |
Read-only access to credentials and product groups. Write operations return 403. |
Request at least one of them when you register your app. Use api.carriercredentials:read if your app only needs to read credentials and product groups.
| Operation | api.carriercredentials |
api.carriercredentials:read |
|---|---|---|
Every GET endpoint |
Yes | Yes |
Every POST, PUT, PATCH, and DELETE endpoint, including POST …/health/revalidate |
Yes | No (403) |
Every path includes the organization and agency, /org/{orgId}/agency/{agencyId}/.
| Path parameter | Type | Description |
|---|---|---|
orgId |
string | Your organization ID |
agencyId |
string | Your agency ID |
id |
string | The ID of the credential or product group in the path |
credentialId |
string | The ID of a credential in a product group, used when removing it from the group |
All paths start with /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement. Full request and response schemas are in the specification below.
| Method | Path | Description |
|---|---|---|
GET |
/credential |
List the agency's carrier credentials, with paging and filters |
POST |
/credential |
Create a carrier credential |
GET |
/credential/{id} |
Get a credential |
PATCH |
/credential/{id} |
Update a credential. Only the fields you send are changed. |
DELETE |
/credential/{id} |
Delete a credential |
PUT |
/credential/{id}/scope |
Replace the credential's scope |
PUT |
/credential/{id}/login |
Set the credential's login |
DELETE |
/credential/{id}/login |
Remove the credential's login |
PUT |
/credential/{id}/values |
Replace the credential's provider values |
GET |
/credential/{id}/health |
Get the credential's health status |
POST |
/credential/{id}/health/revalidate |
Revalidate the credential and return its updated health |
GET |
/credential/{id}/activity |
Get the credential's activity log |
| Method | Path | Description |
|---|---|---|
GET |
/productGroup |
List the agency's product groups, with paging |
POST |
/productGroup |
Create a product group |
GET |
/productGroup/{id} |
Get a product group and its credential assignments |
PATCH |
/productGroup/{id} |
Update a product group. Only the fields you send are changed. |
DELETE |
/productGroup/{id} |
Delete a product group |
GET |
/productGroup/{id}/credential |
List the credentials in a product group |
POST |
/productGroup/{id}/credential |
Add credentials to a product group |
DELETE |
/productGroup/{id}/credential/{credentialId} |
Remove a credential from a product group |
GET |
/productGroup/{id}/coverage |
Get the states, lines of business, and carrier products the group covers |
Note
PUT …/scope and PUT …/values replace what is stored, so send the complete set each time.DELETE on a credential or product group accepts an optional deactivate query parameter (default false).PUT …/login is separate from its rating username and password, which are set when you create or update the credential. If loginSameAsRating is true, the rating details are used for login.
curl --request POST \
--url https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential \
--header 'Authorization: Bearer {access_token}' \
--header 'Content-Type: application/json' \
--data '{
"name": "Acme Production Login",
"owner": { "name": "Jane Producer", "contact": "jane.producer@example.com", "userRef": "jane.producer" },
"producerCode": "PC-1001",
"producerSubCode": "SUB-02",
"ratingUsername": "{rating_username}",
"ratingPassword": "{rating_password}",
"loginSameAsRating": true,
"scope": [
{ "state": "TX", "lob": "Auto", "carrierProductId": "9b1deb4d-3b7d-4bad-9bdd-2b0d7b3dcb6d" }
],
"providerValues": { "agencyCode": "A12345" }
}'
{
"credentialId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"carrierId": "f47ac10b-58cc-4372-a567-0e02b2c3d479",
"carrierName": "Acme Insurance Co.",
"name": "Acme Production Login",
"owner": {
"name": "Jane Producer",
"contact": "jane.producer@example.com",
"userRef": "jane.producer"
},
"producerCode": "PC-1001",
"producerSubCode": "SUB-02",
"hasRatingCredentials": true,
"loginSameAsRating": true,
"hasLoginCredentials": false,
"bridge": null,
"active": true,
"status": "Active",
"scope": [
{
"state": "TX",
"lob": "Auto",
"carrierProductId": "9b1deb4d-3b7d-4bad-9bdd-2b0d7b3dcb6d",
"carrierProductName": "Acme Personal Auto"
}
],
"scopeSummary": {
"states": 1,
"lobs": 1
},
"maskedHints": {
"ratingUsername": "j***g",
"loginUsername": null
},
"providerValueKeys": [
"agencyCode"
],
"assignedProductGroupCount": 0,
"lastUpdated": "2026-10-20T09:00:00Z",
"updatedBy": "2c1a9e3e-9b7a-4a1d-8f3a-0a7b5a2b9f31",
"health": null
}
using System.Net.Http;
using System.Net.Http.Headers;
HttpClient client = new HttpClient();
HttpRequestMessage request = new HttpRequestMessage(HttpMethod.Post, "https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential");
request.Headers.Add("Authorization", "Bearer {access_token}");
request.Content = new StringContent("{\n \"name\": \"Acme Production Login\",\n \"owner\": { \"name\": \"Jane Producer\", \"contact\": \"jane.producer@example.com\", \"userRef\": \"jane.producer\" },\n \"producerCode\": \"PC-1001\",\n \"producerSubCode\": \"SUB-02\",\n \"ratingUsername\": \"{rating_username}\",\n \"ratingPassword\": \"{rating_password}\",\n \"loginSameAsRating\": true,\n \"scope\": [\n { \"state\": \"TX\", \"lob\": \"Auto\", \"carrierProductId\": \"9b1deb4d-3b7d-4bad-9bdd-2b0d7b3dcb6d\" }\n ],\n \"providerValues\": { \"agencyCode\": \"A12345\" }\n }");
request.Content.Headers.ContentType = new MediaTypeHeaderValue("application/json");
HttpResponseMessage response = await client.SendAsync(request);
response.EnsureSuccessStatusCode();
string responseBody = await response.Content.ReadAsStringAsync();
import java.io.IOException;
import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpRequest.BodyPublishers;
import java.net.http.HttpResponse;
HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
.uri(URI.create("https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential"))
.POST(BodyPublishers.ofString("{\n \"name\": \"Acme Production Login\",\n \"owner\": { \"name\": \"Jane Producer\", \"contact\": \"jane.producer@example.com\", \"userRef\": \"jane.producer\" },\n \"producerCode\": \"PC-1001\",\n \"producerSubCode\": \"SUB-02\",\n \"ratingUsername\": \"{rating_username}\",\n \"ratingPassword\": \"{rating_password}\",\n \"loginSameAsRating\": true,\n \"scope\": [\n { \"state\": \"TX\", \"lob\": \"Auto\", \"carrierProductId\": \"9b1deb4d-3b7d-4bad-9bdd-2b0d7b3dcb6d\" }\n ],\n \"providerValues\": { \"agencyCode\": \"A12345\" }\n }"))
.setHeader("Authorization", "Bearer {access_token}")
.setHeader("Content-Type", "application/json")
.build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
fetch('https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential', {
method: 'POST',
headers: {
'Authorization': 'Bearer {access_token}',
'Content-Type': 'application/json'
},
// body: '{\n "name": "Acme Production Login",\n "owner": { "name": "Jane Producer", "contact": "jane.producer@example.com", "userRef": "jane.producer" },\n "producerCode": "PC-1001",\n "producerSubCode": "SUB-02",\n "ratingUsername": "{rating_username}",\n "ratingPassword": "{rating_password}",\n "loginSameAsRating": true,\n "scope": [\n { "state": "TX", "lob": "Auto", "carrierProductId": "9b1deb4d-3b7d-4bad-9bdd-2b0d7b3dcb6d" }\n ],\n "providerValues": { "agencyCode": "A12345" }\n }',
body: JSON.stringify({
'name': 'Acme Production Login',
'owner': {
'name': 'Jane Producer',
'contact': 'jane.producer@example.com',
'userRef': 'jane.producer'
},
'producerCode': 'PC-1001',
'producerSubCode': 'SUB-02',
'ratingUsername': '{rating_username}',
'ratingPassword': '{rating_password}',
'loginSameAsRating': true,
'scope': [
{
'state': 'TX',
'lob': 'Auto',
'carrierProductId': '9b1deb4d-3b7d-4bad-9bdd-2b0d7b3dcb6d'
}
],
'providerValues': {
'agencyCode': 'A12345'
}
})
});
import requests
headers = {
'Authorization': 'Bearer {access_token}',
'Content-Type': 'application/json',
}
json_data = {
'name': 'Acme Production Login',
'owner': {
'name': 'Jane Producer',
'contact': 'jane.producer@example.com',
'userRef': 'jane.producer',
},
'producerCode': 'PC-1001',
'producerSubCode': 'SUB-02',
'ratingUsername': '{rating_username}',
'ratingPassword': '{rating_password}',
'loginSameAsRating': True,
'scope': [
{
'state': 'TX',
'lob': 'Auto',
'carrierProductId': '9b1deb4d-3b7d-4bad-9bdd-2b0d7b3dcb6d',
},
],
'providerValues': {
'agencyCode': 'A12345',
},
}
response = requests.post(
'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential',
headers=headers,
json=json_data,
)
# Note: json_data will not be serialized by requests
# exactly as it was in the original request.
#data = '{\n "name": "Acme Production Login",\n "owner": { "name": "Jane Producer", "contact": "jane.producer@example.com", "userRef": "jane.producer" },\n "producerCode": "PC-1001",\n "producerSubCode": "SUB-02",\n "ratingUsername": "{rating_username}",\n "ratingPassword": "{rating_password}",\n "loginSameAsRating": true,\n "scope": [\n { "state": "TX", "lob": "Auto", "carrierProductId": "9b1deb4d-3b7d-4bad-9bdd-2b0d7b3dcb6d" }\n ],\n "providerValues": { "agencyCode": "A12345" }\n }'
#response = requests.post(
# 'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential',
# headers=headers,
# data=data,
#)
The response is 201 Created and contains the new credential. Passwords are never returned: use hasRatingCredentials, hasLoginCredentials, and maskedHints to see what is stored.
Request body fields:
| Field | Required | Description |
|---|---|---|
name |
Yes | Display name for the credential |
owner |
No | Who owns the credential: name, contact, and userRef |
producerCode, producerSubCode |
No | The agency's producer code and sub-code with the carrier |
ratingUsername, ratingPassword |
No | The carrier rating login |
loginSameAsRating |
No | true to use the rating username and password for login as well |
login |
No | A separate login: loginUsername and loginPassword |
bridge |
No | The bridge the credential is used with |
scope |
No | The states, lines of business, and carrier products the credential applies to. Each entry requires state and carrierProductId; lob is optional. |
providerValues |
No | Carrier-specific key/value settings, such as an agency code |
curl --request GET \
--url https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/health \
--header 'Authorization: Bearer {access_token}'
{
"credentialId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"status": "Healthy",
"expiresUtc": null,
"lastValidatedUtc": "2026-10-20T08:00:00Z",
"lastFailureUtc": null,
"consecutiveFailures": 0,
"lastFailureReason": null
}
using System.Net.Http;
HttpClient client = new HttpClient();
HttpRequestMessage request = new HttpRequestMessage(HttpMethod.Get, "https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/health");
request.Headers.Add("Authorization", "Bearer {access_token}");
HttpResponseMessage response = await client.SendAsync(request);
response.EnsureSuccessStatusCode();
string responseBody = await response.Content.ReadAsStringAsync();
import java.io.IOException;
import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpResponse;
HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
.uri(URI.create("https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/health"))
.GET()
.setHeader("Authorization", "Bearer {access_token}")
.build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
fetch('https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/health', {
headers: {
'Authorization': 'Bearer {access_token}'
}
});
import requests
headers = {
'Authorization': 'Bearer {access_token}',
}
response = requests.get(
'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/health',
headers=headers,
)
To check the credential again right away, call POST …/health/revalidate with no body. It returns the updated health in the same format. consecutiveFailures and lastFailureReason help you find out why a credential stopped working.
curl --request POST \
--url https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup \
--header 'Authorization: Bearer {access_token}' \
--header 'Content-Type: application/json' \
--data '{
"name": "Preferred Auto Carriers",
"description": "Carriers eligible for the preferred auto program",
"color": "#2E8B57"
}'
{
"productGroupId": "b2a1e3f4-5c6d-7e8f-9a0b-1c2d3e4f5a6b",
"name": "Preferred Auto Carriers",
"description": "Carriers eligible for the preferred auto program",
"color": "#2E8B57",
"active": true,
"assignments": []
}
using System.Net.Http;
using System.Net.Http.Headers;
HttpClient client = new HttpClient();
HttpRequestMessage request = new HttpRequestMessage(HttpMethod.Post, "https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup");
request.Headers.Add("Authorization", "Bearer {access_token}");
request.Content = new StringContent("{\n \"name\": \"Preferred Auto Carriers\",\n \"description\": \"Carriers eligible for the preferred auto program\",\n \"color\": \"#2E8B57\"\n }");
request.Content.Headers.ContentType = new MediaTypeHeaderValue("application/json");
HttpResponseMessage response = await client.SendAsync(request);
response.EnsureSuccessStatusCode();
string responseBody = await response.Content.ReadAsStringAsync();
import java.io.IOException;
import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpRequest.BodyPublishers;
import java.net.http.HttpResponse;
HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
.uri(URI.create("https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup"))
.POST(BodyPublishers.ofString("{\n \"name\": \"Preferred Auto Carriers\",\n \"description\": \"Carriers eligible for the preferred auto program\",\n \"color\": \"#2E8B57\"\n }"))
.setHeader("Authorization", "Bearer {access_token}")
.setHeader("Content-Type", "application/json")
.build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
fetch('https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup', {
method: 'POST',
headers: {
'Authorization': 'Bearer {access_token}',
'Content-Type': 'application/json'
},
// body: '{\n "name": "Preferred Auto Carriers",\n "description": "Carriers eligible for the preferred auto program",\n "color": "#2E8B57"\n }',
body: JSON.stringify({
'name': 'Preferred Auto Carriers',
'description': 'Carriers eligible for the preferred auto program',
'color': '#2E8B57'
})
});
import requests
headers = {
'Authorization': 'Bearer {access_token}',
'Content-Type': 'application/json',
}
json_data = {
'name': 'Preferred Auto Carriers',
'description': 'Carriers eligible for the preferred auto program',
'color': '#2E8B57',
}
response = requests.post(
'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup',
headers=headers,
json=json_data,
)
# Note: json_data will not be serialized by requests
# exactly as it was in the original request.
#data = '{\n "name": "Preferred Auto Carriers",\n "description": "Carriers eligible for the preferred auto program",\n "color": "#2E8B57"\n }'
#response = requests.post(
# 'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup',
# headers=headers,
# data=data,
#)
Then add credentials to the group with POST …/productGroup/{id}/credential. Send either the credential IDs, a filter, or both:
curl --request POST \
--url https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential \
--header 'Authorization: Bearer {access_token}' \
--header 'Content-Type: application/json' \
--data '{
"credentialIds": [ "3fa85f64-5717-4562-b3fc-2c963f66afa6" ],
"filter": { "carrierId": "f47ac10b-58cc-4372-a567-0e02b2c3d479", "state": "TX", "lob": "Auto", "ownerUserRef": "jane.producer" }
}'
[
{
"credentialId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"carrierId": "f47ac10b-58cc-4372-a567-0e02b2c3d479",
"owner": {
"name": "Jane Producer",
"contact": "jane.producer@example.com",
"userRef": "jane.producer"
},
"scopeSummary": {
"states": 1,
"lobs": 1
},
"health": null
}
]
using System.Net.Http;
using System.Net.Http.Headers;
HttpClient client = new HttpClient();
HttpRequestMessage request = new HttpRequestMessage(HttpMethod.Post, "https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential");
request.Headers.Add("Authorization", "Bearer {access_token}");
request.Content = new StringContent("{\n \"credentialIds\": [ \"3fa85f64-5717-4562-b3fc-2c963f66afa6\" ],\n \"filter\": { \"carrierId\": \"f47ac10b-58cc-4372-a567-0e02b2c3d479\", \"state\": \"TX\", \"lob\": \"Auto\", \"ownerUserRef\": \"jane.producer\" }\n }");
request.Content.Headers.ContentType = new MediaTypeHeaderValue("application/json");
HttpResponseMessage response = await client.SendAsync(request);
response.EnsureSuccessStatusCode();
string responseBody = await response.Content.ReadAsStringAsync();
import java.io.IOException;
import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpRequest.BodyPublishers;
import java.net.http.HttpResponse;
HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
.uri(URI.create("https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential"))
.POST(BodyPublishers.ofString("{\n \"credentialIds\": [ \"3fa85f64-5717-4562-b3fc-2c963f66afa6\" ],\n \"filter\": { \"carrierId\": \"f47ac10b-58cc-4372-a567-0e02b2c3d479\", \"state\": \"TX\", \"lob\": \"Auto\", \"ownerUserRef\": \"jane.producer\" }\n }"))
.setHeader("Authorization", "Bearer {access_token}")
.setHeader("Content-Type", "application/json")
.build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
fetch('https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential', {
method: 'POST',
headers: {
'Authorization': 'Bearer {access_token}',
'Content-Type': 'application/json'
},
// body: '{\n "credentialIds": [ "3fa85f64-5717-4562-b3fc-2c963f66afa6" ],\n "filter": { "carrierId": "f47ac10b-58cc-4372-a567-0e02b2c3d479", "state": "TX", "lob": "Auto", "ownerUserRef": "jane.producer" }\n }',
body: JSON.stringify({
'credentialIds': [
'3fa85f64-5717-4562-b3fc-2c963f66afa6'
],
'filter': {
'carrierId': 'f47ac10b-58cc-4372-a567-0e02b2c3d479',
'state': 'TX',
'lob': 'Auto',
'ownerUserRef': 'jane.producer'
}
})
});
import requests
headers = {
'Authorization': 'Bearer {access_token}',
'Content-Type': 'application/json',
}
json_data = {
'credentialIds': [
'3fa85f64-5717-4562-b3fc-2c963f66afa6',
],
'filter': {
'carrierId': 'f47ac10b-58cc-4372-a567-0e02b2c3d479',
'state': 'TX',
'lob': 'Auto',
'ownerUserRef': 'jane.producer',
},
}
response = requests.post(
'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential',
headers=headers,
json=json_data,
)
# Note: json_data will not be serialized by requests
# exactly as it was in the original request.
#data = '{\n "credentialIds": [ "3fa85f64-5717-4562-b3fc-2c963f66afa6" ],\n "filter": { "carrierId": "f47ac10b-58cc-4372-a567-0e02b2c3d479", "state": "TX", "lob": "Auto", "ownerUserRef": "jane.producer" }\n }'
#response = requests.post(
# 'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential',
# headers=headers,
# data=data,
#)
The response lists the credential assignments in the group. To see what the group covers, call GET …/productGroup/{id}/coverage. It returns one cell per state, line of business, and carrier product, with the IDs of the credentials that cover it. Filter it with the carrierId or carrierProductId query parameters.
curl --request GET \
--url 'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential?state=TX&lob=Auto&take=50' \
--header 'Authorization: Bearer {access_token}'
using System.Net.Http;
HttpClient client = new HttpClient();
HttpRequestMessage request = new HttpRequestMessage(HttpMethod.Get, "https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential?state=TX&lob=Auto&take=50");
request.Headers.Add("Authorization", "Bearer {access_token}");
HttpResponseMessage response = await client.SendAsync(request);
response.EnsureSuccessStatusCode();
string responseBody = await response.Content.ReadAsStringAsync();
import java.io.IOException;
import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpResponse;
HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
.uri(URI.create("https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential?state=TX&lob=Auto&take=50"))
.GET()
.setHeader("Authorization", "Bearer {access_token}")
.build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
fetch('https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential?state=TX&lob=Auto&take=50', {
headers: {
'Authorization': 'Bearer {access_token}'
}
});
import requests
headers = {
'Authorization': 'Bearer {access_token}',
}
params = {
'state': 'TX',
'lob': 'Auto',
'take': '50',
}
response = requests.get(
'https://api.zywave.com/v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential',
params=params,
headers=headers,
)
GET …/credential accepts these filters:
| Query parameter | Description |
|---|---|
carrierId |
Only credentials for this carrier |
carrierProductId |
Only credentials that cover this carrier product |
ownerUserRef |
Only credentials owned by this user |
state |
Only credentials that cover this state |
lob |
Only credentials that cover this line of business |
Both list endpoints (GET …/credential and GET …/productGroup) page the same way. Use either skip and take, or pageIndex and pageSize, but not both.
| Query parameter | Description |
|---|---|
skip, take |
Number of records to skip, and to return. take is limited to 1–500 and defaults to 100. |
pageIndex, pageSize |
Zero-based page index and page size. Send them together. pageSize is limited to 1–500 and defaults to 100. |
The response contains items and the paging details totalCount, hasMoreResults, pageIndex, pageSize, skip, and take. Keep requesting pages until hasMoreResults is false.
Errors are returned as problem details (type, title, status, detail, instance).
| Status | Meaning |
|---|---|
400 |
The request failed validation, such as a malformed body or an invalid paging combination. |
401 |
The access token is missing or expired. |
403 |
The token doesn't have the required scope. Write operations need api.carriercredentials. |
404 |
The credential or product group doesn't exist for this organization and agency. |
409 |
A product group conflicts with an existing one. Returned when creating or updating a product group. |
422 |
The request was well formed but can't be processed, such as an invalid scope or credential. |
title: Carrier Credentials API language_tabs:
Scroll down for code samples, example requests and responses. Select a language for code samples from the tabs above or the mobile navigation menu.
Manages carrier credentials and product groups for PL CPQ agencies. All paths are tenanted by organization and agency.
Base URLs:
oAuth2 authentication.
| Scope | Scope Description |
|---|---|
| api.carriercredentials | Full access to carrier credentials and product groups |
| api.carriercredentials:read | Read carrier credentials and product groups |
GET /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential
Credential — lists carrier credentials for an agency.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| carrierProductId | query | string(uuid) | false | none |
| ownerUserRef | query | string | false | none |
| carrierId | query | string(uuid) | false | none |
| state | query | string | false | none |
| lob | query | string | false | none |
| skip | query | integer(int32) | false | Number of records to skip. Mutually exclusive with pageIndex/pageSize — use either skip/take or pageIndex/pageSize, not both. |
| take | query | integer(int32) | false | Number of records to return. Clamped server-side to 1-500; defaults to 100 if omitted. |
| pageIndex | query | integer(int32) | false | Zero-based page index. Must be sent together with pageSize. |
| pageSize | query | integer(int32) | false | Page size. Must be sent together with pageIndex. Clamped server-side to 1-500; defaults to 100 if omitted. |
Example responses
200 Response
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"carrierName": {
"type": "string",
"nullable": true
},
"name": {
"type": "string"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"hasRatingCredentials": {
"type": "boolean"
},
"loginSameAsRating": {
"type": "boolean"
},
"hasLoginCredentials": {
"type": "boolean"
},
"bridge": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"status": {
"type": "string"
},
"scope": {
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"maskedHints": {
"allOf": [
{
"type": "object",
"properties": {
"ratingUsername": {
"type": "string",
"nullable": true
},
"loginUsername": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"providerValueKeys": {
"type": "array",
"items": {
"type": "string"
}
},
"assignedProductGroupCount": {
"type": "integer",
"format": "int32"
},
"lastUpdated": {
"type": "string",
"format": "date-time",
"nullable": true
},
"updatedBy": {
"type": "string",
"format": "uuid",
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
},
"totalCount": {
"type": "integer",
"format": "int32"
},
"hasMoreResults": {
"type": "boolean"
},
"pageIndex": {
"type": "integer",
"format": "int32"
},
"pageSize": {
"type": "integer",
"format": "int32"
},
"skip": {
"type": "integer",
"format": "int32"
},
"take": {
"type": "integer",
"format": "int32"
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | PagedResultOfCredential |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
POST /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential
Credential — creates a new carrier credential.
Body parameter
{
"required": [
"name"
],
"type": "object",
"properties": {
"name": {
"type": "string"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"ratingUsername": {
"type": "string",
"nullable": true
},
"ratingPassword": {
"type": "string",
"nullable": true
},
"loginSameAsRating": {
"type": "boolean"
},
"login": {
"allOf": [
{
"required": [
"loginUsername",
"loginPassword"
],
"type": "object",
"properties": {
"loginUsername": {
"type": "string"
},
"loginPassword": {
"type": "string"
}
}
}
],
"nullable": true
},
"bridge": {
"type": "string",
"nullable": true
},
"scope": {
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
},
"providerValues": {
"type": "object",
"additionalProperties": {
"type": "string"
},
"nullable": true
}
}
}
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| body | body | CreateCredentialDto | true | none |
Example responses
201 Response
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"carrierName": {
"type": "string",
"nullable": true
},
"name": {
"type": "string"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"hasRatingCredentials": {
"type": "boolean"
},
"loginSameAsRating": {
"type": "boolean"
},
"hasLoginCredentials": {
"type": "boolean"
},
"bridge": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"status": {
"type": "string"
},
"scope": {
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"maskedHints": {
"allOf": [
{
"type": "object",
"properties": {
"ratingUsername": {
"type": "string",
"nullable": true
},
"loginUsername": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"providerValueKeys": {
"type": "array",
"items": {
"type": "string"
}
},
"assignedProductGroupCount": {
"type": "integer",
"format": "int32"
},
"lastUpdated": {
"type": "string",
"format": "date-time",
"nullable": true
},
"updatedBy": {
"type": "string",
"format": "uuid",
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 201 | Created | Created | CredentialDto |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 422 | Unprocessable Entity | Unprocessable Entity | ProblemDetails |
GET /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}
Credential — retrieves a single carrier credential by id.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
Example responses
200 Response
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"carrierName": {
"type": "string",
"nullable": true
},
"name": {
"type": "string"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"hasRatingCredentials": {
"type": "boolean"
},
"loginSameAsRating": {
"type": "boolean"
},
"hasLoginCredentials": {
"type": "boolean"
},
"bridge": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"status": {
"type": "string"
},
"scope": {
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"maskedHints": {
"allOf": [
{
"type": "object",
"properties": {
"ratingUsername": {
"type": "string",
"nullable": true
},
"loginUsername": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"providerValueKeys": {
"type": "array",
"items": {
"type": "string"
}
},
"assignedProductGroupCount": {
"type": "integer",
"format": "int32"
},
"lastUpdated": {
"type": "string",
"format": "date-time",
"nullable": true
},
"updatedBy": {
"type": "string",
"format": "uuid",
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | CredentialDto |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
PATCH /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}
Credential — partially updates an existing carrier credential.
Body parameter
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"ratingUsername": {
"type": "string",
"nullable": true
},
"ratingPassword": {
"type": "string",
"nullable": true
},
"loginSameAsRating": {
"type": "boolean",
"nullable": true
},
"bridge": {
"type": "string",
"nullable": true
}
}
}
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| body | body | UpdateCredentialDto | true | none |
Example responses
200 Response
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"carrierName": {
"type": "string",
"nullable": true
},
"name": {
"type": "string"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"hasRatingCredentials": {
"type": "boolean"
},
"loginSameAsRating": {
"type": "boolean"
},
"hasLoginCredentials": {
"type": "boolean"
},
"bridge": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"status": {
"type": "string"
},
"scope": {
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"maskedHints": {
"allOf": [
{
"type": "object",
"properties": {
"ratingUsername": {
"type": "string",
"nullable": true
},
"loginUsername": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"providerValueKeys": {
"type": "array",
"items": {
"type": "string"
}
},
"assignedProductGroupCount": {
"type": "integer",
"format": "int32"
},
"lastUpdated": {
"type": "string",
"format": "date-time",
"nullable": true
},
"updatedBy": {
"type": "string",
"format": "uuid",
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | CredentialDto |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
| 422 | Unprocessable Entity | Unprocessable Entity | ProblemDetails |
DELETE /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}
Credential — deletes a carrier credential by id.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| deactivate | query | boolean | false | none |
Example responses
401 Response
{
"type": "object",
"properties": {
"type": {
"type": "string",
"nullable": true
},
"title": {
"type": "string",
"nullable": true
},
"status": {
"type": "integer",
"format": "int32",
"nullable": true
},
"detail": {
"type": "string",
"nullable": true
},
"instance": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 204 | No Content | No Content | None |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
PUT /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/scope
Credential — replaces the scope assignments for a credential.
Body parameter
{
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
}
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| body | body | array[object] | true | none |
Example responses
400 Response
{
"type": "object",
"properties": {
"type": {
"type": "string",
"nullable": true
},
"title": {
"type": "string",
"nullable": true
},
"status": {
"type": "integer",
"format": "int32",
"nullable": true
},
"detail": {
"type": "string",
"nullable": true
},
"instance": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 204 | No Content | No Content | None |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
| 422 | Unprocessable Entity | Unprocessable Entity | ProblemDetails |
PUT /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/login
Credential — sets the login for a credential.
Body parameter
{
"required": [
"loginUsername",
"loginPassword"
],
"type": "object",
"properties": {
"loginUsername": {
"type": "string"
},
"loginPassword": {
"type": "string"
}
}
}
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| body | body | SetLoginDto | true | none |
Example responses
400 Response
{
"type": "object",
"properties": {
"type": {
"type": "string",
"nullable": true
},
"title": {
"type": "string",
"nullable": true
},
"status": {
"type": "integer",
"format": "int32",
"nullable": true
},
"detail": {
"type": "string",
"nullable": true
},
"instance": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 204 | No Content | No Content | None |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
DELETE /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/login
Credential — removes the login from a credential.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
Example responses
401 Response
{
"type": "object",
"properties": {
"type": {
"type": "string",
"nullable": true
},
"title": {
"type": "string",
"nullable": true
},
"status": {
"type": "integer",
"format": "int32",
"nullable": true
},
"detail": {
"type": "string",
"nullable": true
},
"instance": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 204 | No Content | No Content | None |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
PUT /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/values
Credential — replaces the stored values for a credential.
Body parameter
{
"required": [
"values"
],
"type": "object",
"properties": {
"values": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
}
}
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| body | body | SetValuesDto | true | none |
Example responses
400 Response
{
"type": "object",
"properties": {
"type": {
"type": "string",
"nullable": true
},
"title": {
"type": "string",
"nullable": true
},
"status": {
"type": "integer",
"format": "int32",
"nullable": true
},
"detail": {
"type": "string",
"nullable": true
},
"instance": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 204 | No Content | No Content | None |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
GET /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/health
Credential — retrieves the health status of a credential.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
Example responses
200 Response
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | HealthDto |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
POST /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/health/revalidate
Credential — triggers revalidation of a credential's health.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
Example responses
200 Response
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | HealthDto |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
GET /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/credential/{id}/activity
Credential — retrieves the activity log for a credential.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
Example responses
200 Response
{
"type": "array",
"items": {
"type": "object",
"properties": {
"auditEntryId": {
"type": "string",
"format": "uuid"
},
"credentialId": {
"type": "string",
"format": "uuid"
},
"action": {
"type": "string"
},
"performedBy": {
"type": "string",
"nullable": true
},
"occurredUtc": {
"type": "string",
"format": "date-time"
},
"detail": {
"type": "string",
"nullable": true
}
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | Inline |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
Status Code 200
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| anonymous | [AuditEntryDto] | false | none | none |
| » auditEntryId | string(uuid) | false | none | none |
| » credentialId | string(uuid) | false | none | none |
| » action | string | false | none | none |
| » performedBy | string|null | false | none | none |
| » occurredUtc | string(date-time) | false | none | none |
| » detail | string|null | false | none | none |
GET /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup
ProductGroup — lists product groups for an agency.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| skip | query | integer(int32) | false | Number of records to skip. Mutually exclusive with pageIndex/pageSize — use either skip/take or pageIndex/pageSize, not both. |
| take | query | integer(int32) | false | Number of records to return. Clamped server-side to 1-500; defaults to 100 if omitted. |
| pageIndex | query | integer(int32) | false | Zero-based page index. Must be sent together with pageSize. |
| pageSize | query | integer(int32) | false | Page size. Must be sent together with pageIndex. Clamped server-side to 1-500; defaults to 100 if omitted. |
Example responses
200 Response
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"productGroupId": {
"type": "string",
"format": "uuid"
},
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"assignedCredentialCount": {
"type": "integer",
"format": "int32"
}
}
}
},
"totalCount": {
"type": "integer",
"format": "int32"
},
"hasMoreResults": {
"type": "boolean"
},
"pageIndex": {
"type": "integer",
"format": "int32"
},
"pageSize": {
"type": "integer",
"format": "int32"
},
"skip": {
"type": "integer",
"format": "int32"
},
"take": {
"type": "integer",
"format": "int32"
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | PagedResultOfProductGroupSummary |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
POST /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup
ProductGroup — creates a new product group.
Body parameter
{
"required": [
"name"
],
"type": "object",
"properties": {
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
}
}
}
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| body | body | CreateProductGroupDto | true | none |
Example responses
201 Response
{
"type": "object",
"properties": {
"productGroupId": {
"type": "string",
"format": "uuid"
},
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"assignments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 201 | Created | Created | ProductGroupDto |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 409 | Conflict | Conflict | ProblemDetails |
| 422 | Unprocessable Entity | Unprocessable Entity | ProblemDetails |
GET /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}
ProductGroup — retrieves a product group by id.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
Example responses
200 Response
{
"type": "object",
"properties": {
"productGroupId": {
"type": "string",
"format": "uuid"
},
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"assignments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | ProductGroupDto |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
PATCH /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}
ProductGroup — partially updates a product group.
Body parameter
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
}
}
}
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| body | body | UpdateProductGroupDto | true | none |
Example responses
200 Response
{
"type": "object",
"properties": {
"productGroupId": {
"type": "string",
"format": "uuid"
},
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"assignments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | ProductGroupDto |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
| 409 | Conflict | Conflict | ProblemDetails |
| 422 | Unprocessable Entity | Unprocessable Entity | ProblemDetails |
DELETE /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}
ProductGroup — deletes a product group by id.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| deactivate | query | boolean | false | none |
Example responses
401 Response
{
"type": "object",
"properties": {
"type": {
"type": "string",
"nullable": true
},
"title": {
"type": "string",
"nullable": true
},
"status": {
"type": "integer",
"format": "int32",
"nullable": true
},
"detail": {
"type": "string",
"nullable": true
},
"instance": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 204 | No Content | No Content | None |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
GET /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential
ProductGroup — lists credentials belonging to a product group.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
Example responses
200 Response
{
"type": "array",
"items": {
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | Inline |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
Status Code 200
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| anonymous | [ProductGroupAssignmentDto] | false | none | none |
| » credentialId | string(uuid) | false | none | none |
| » carrierId | string(uuid) | false | none | none |
| » owner | OwnerDto|null | false | none | none |
| »» name | string|null | false | none | none |
| »» contact | string|null | false | none | none |
| »» userRef | string|null | false | none | none |
| » scopeSummary | ScopeSummaryDto|null | false | none | none |
| »» states | integer(int32) | false | none | none |
| »» lobs | integer(int32) | false | none | none |
| » health | HealthDto|null | false | none | none |
| »» credentialId | string(uuid) | false | none | none |
| »» status | string | false | none | none |
| »» expiresUtc | string(date-time)|null | false | none | none |
| »» lastValidatedUtc | string(date-time)|null | false | none | none |
| »» lastFailureUtc | string(date-time)|null | false | none | none |
| »» consecutiveFailures | integer(int32) | false | none | none |
| »» lastFailureReason | string|null | false | none | none |
POST /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential
ProductGroup — adds credentials to a product group.
Body parameter
{
"type": "object",
"properties": {
"credentialIds": {
"type": "array",
"items": {
"type": "string",
"format": "uuid"
},
"nullable": true
},
"filter": {
"allOf": [
{
"type": "object",
"properties": {
"carrierId": {
"type": "string",
"format": "uuid",
"nullable": true
},
"state": {
"type": "string",
"nullable": true
},
"lob": {
"type": "string",
"nullable": true
},
"ownerUserRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| body | body | AddProductGroupCredentialsDto | true | none |
Example responses
200 Response
{
"type": "array",
"items": {
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | Inline |
| 400 | Bad Request | Bad Request | ProblemDetails |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
| 422 | Unprocessable Entity | Unprocessable Entity | ProblemDetails |
Status Code 200
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| anonymous | [ProductGroupAssignmentDto] | false | none | none |
| » credentialId | string(uuid) | false | none | none |
| » carrierId | string(uuid) | false | none | none |
| » owner | OwnerDto|null | false | none | none |
| »» name | string|null | false | none | none |
| »» contact | string|null | false | none | none |
| »» userRef | string|null | false | none | none |
| » scopeSummary | ScopeSummaryDto|null | false | none | none |
| »» states | integer(int32) | false | none | none |
| »» lobs | integer(int32) | false | none | none |
| » health | HealthDto|null | false | none | none |
| »» credentialId | string(uuid) | false | none | none |
| »» status | string | false | none | none |
| »» expiresUtc | string(date-time)|null | false | none | none |
| »» lastValidatedUtc | string(date-time)|null | false | none | none |
| »» lastFailureUtc | string(date-time)|null | false | none | none |
| »» consecutiveFailures | integer(int32) | false | none | none |
| »» lastFailureReason | string|null | false | none | none |
DELETE /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/credential/{credentialId}
ProductGroup — removes a credential from a product group.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| credentialId | path | string | true | none |
Example responses
401 Response
{
"type": "object",
"properties": {
"type": {
"type": "string",
"nullable": true
},
"title": {
"type": "string",
"nullable": true
},
"status": {
"type": "integer",
"format": "int32",
"nullable": true
},
"detail": {
"type": "string",
"nullable": true
},
"instance": {
"type": "string",
"nullable": true
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 204 | No Content | No Content | None |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
GET /v3/quoting/personalLines/v1/org/{orgId}/agency/{agencyId}/credentialManagement/productGroup/{id}/coverage
ProductGroup — retrieves coverage information for a product group.
| Name | In | Type | Required | Description |
|---|---|---|---|---|
| organizationId | path | string | true | none |
| agencyId | path | string | true | none |
| id | path | string | true | none |
| carrierProductId | query | string(uuid) | false | none |
| carrierId | query | string(uuid) | false | none |
Example responses
200 Response
{
"type": "object",
"properties": {
"cells": {
"type": "array",
"items": {
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string"
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
},
"credentialIds": {
"type": "array",
"items": {
"type": "string",
"format": "uuid"
}
}
}
}
}
}
}
| Status | Meaning | Description | Schema |
|---|---|---|---|
| 200 | OK | Success | CoverageMatrixDto |
| 401 | Unauthorized | Unauthorized | ProblemDetails |
| 403 | Forbidden | Forbidden | ProblemDetails |
| 404 | Not Found | Not Found | ProblemDetails |
{
"type": "object",
"properties": {
"carrierId": {
"type": "string",
"format": "uuid",
"nullable": true
},
"state": {
"type": "string",
"nullable": true
},
"lob": {
"type": "string",
"nullable": true
},
"ownerUserRef": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| carrierId | string(uuid)|null | false | none | none |
| state | string|null | false | none | none |
| lob | string|null | false | none | none |
| ownerUserRef | string|null | false | none | none |
{
"type": "object",
"properties": {
"credentialIds": {
"type": "array",
"items": {
"type": "string",
"format": "uuid"
},
"nullable": true
},
"filter": {
"allOf": [
{
"type": "object",
"properties": {
"carrierId": {
"type": "string",
"format": "uuid",
"nullable": true
},
"state": {
"type": "string",
"nullable": true
},
"lob": {
"type": "string",
"nullable": true
},
"ownerUserRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| credentialIds | [string]|null | false | none | none |
| filter | AddProductGroupCredentialFilterDto|null | false | none | none |
{
"type": "object",
"properties": {
"auditEntryId": {
"type": "string",
"format": "uuid"
},
"credentialId": {
"type": "string",
"format": "uuid"
},
"action": {
"type": "string"
},
"performedBy": {
"type": "string",
"nullable": true
},
"occurredUtc": {
"type": "string",
"format": "date-time"
},
"detail": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| auditEntryId | string(uuid) | false | none | none |
| credentialId | string(uuid) | false | none | none |
| action | string | false | none | none |
| performedBy | string|null | false | none | none |
| occurredUtc | string(date-time) | false | none | none |
| detail | string|null | false | none | none |
{
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string"
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
},
"credentialIds": {
"type": "array",
"items": {
"type": "string",
"format": "uuid"
}
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| state | string | false | none | none |
| lob | string | false | none | none |
| carrierProductId | string(uuid) | false | none | none |
| carrierProductName | string|null | false | none | none |
| credentialIds | [string] | false | none | none |
{
"type": "object",
"properties": {
"cells": {
"type": "array",
"items": {
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string"
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
},
"credentialIds": {
"type": "array",
"items": {
"type": "string",
"format": "uuid"
}
}
}
}
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| cells | [CoverageCellDto] | false | none | none |
{
"required": [
"name"
],
"type": "object",
"properties": {
"name": {
"type": "string"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"ratingUsername": {
"type": "string",
"nullable": true
},
"ratingPassword": {
"type": "string",
"nullable": true
},
"loginSameAsRating": {
"type": "boolean"
},
"login": {
"allOf": [
{
"required": [
"loginUsername",
"loginPassword"
],
"type": "object",
"properties": {
"loginUsername": {
"type": "string"
},
"loginPassword": {
"type": "string"
}
}
}
],
"nullable": true
},
"bridge": {
"type": "string",
"nullable": true
},
"scope": {
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
},
"providerValues": {
"type": "object",
"additionalProperties": {
"type": "string"
},
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| name | string | true | none | none |
| owner | OwnerDto|null | false | none | none |
| producerCode | string|null | false | none | none |
| producerSubCode | string|null | false | none | none |
| ratingUsername | string|null | false | none | none |
| ratingPassword | string|null | false | none | none |
| loginSameAsRating | boolean | false | none | none |
| login | SetLoginDto|null | false | none | none |
| bridge | string|null | false | none | none |
| scope | [ScopeCellDto] | false | none | none |
| providerValues | object|null | false | none | none |
| » additionalProperties | string | false | none | none |
{
"required": [
"name"
],
"type": "object",
"properties": {
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| name | string | true | none | none |
| description | string|null | false | none | none |
| color | string|null | false | none | none |
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"carrierName": {
"type": "string",
"nullable": true
},
"name": {
"type": "string"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"hasRatingCredentials": {
"type": "boolean"
},
"loginSameAsRating": {
"type": "boolean"
},
"hasLoginCredentials": {
"type": "boolean"
},
"bridge": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"status": {
"type": "string"
},
"scope": {
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"maskedHints": {
"allOf": [
{
"type": "object",
"properties": {
"ratingUsername": {
"type": "string",
"nullable": true
},
"loginUsername": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"providerValueKeys": {
"type": "array",
"items": {
"type": "string"
}
},
"assignedProductGroupCount": {
"type": "integer",
"format": "int32"
},
"lastUpdated": {
"type": "string",
"format": "date-time",
"nullable": true
},
"updatedBy": {
"type": "string",
"format": "uuid",
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
},
"totalCount": {
"type": "integer",
"format": "int32"
},
"hasMoreResults": {
"type": "boolean"
},
"pageIndex": {
"type": "integer",
"format": "int32"
},
"pageSize": {
"type": "integer",
"format": "int32"
},
"skip": {
"type": "integer",
"format": "int32"
},
"take": {
"type": "integer",
"format": "int32"
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| items | [CredentialDto] | false | none | none |
| totalCount | integer(int32) | false | none | none |
| hasMoreResults | boolean | false | none | none |
| pageIndex | integer(int32) | false | none | none |
| pageSize | integer(int32) | false | none | none |
| skip | integer(int32) | false | none | none |
| take | integer(int32) | false | none | none |
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"carrierName": {
"type": "string",
"nullable": true
},
"name": {
"type": "string"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"hasRatingCredentials": {
"type": "boolean"
},
"loginSameAsRating": {
"type": "boolean"
},
"hasLoginCredentials": {
"type": "boolean"
},
"bridge": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"status": {
"type": "string"
},
"scope": {
"type": "array",
"items": {
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"maskedHints": {
"allOf": [
{
"type": "object",
"properties": {
"ratingUsername": {
"type": "string",
"nullable": true
},
"loginUsername": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"providerValueKeys": {
"type": "array",
"items": {
"type": "string"
}
},
"assignedProductGroupCount": {
"type": "integer",
"format": "int32"
},
"lastUpdated": {
"type": "string",
"format": "date-time",
"nullable": true
},
"updatedBy": {
"type": "string",
"format": "uuid",
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| credentialId | string(uuid) | false | none | none |
| carrierId | string(uuid) | false | none | none |
| carrierName | string|null | false | none | none |
| name | string | false | none | none |
| owner | OwnerDto|null | false | none | none |
| producerCode | string|null | false | none | none |
| producerSubCode | string|null | false | none | none |
| hasRatingCredentials | boolean | false | none | none |
| loginSameAsRating | boolean | false | none | none |
| hasLoginCredentials | boolean | false | none | none |
| bridge | string|null | false | none | none |
| active | boolean | false | none | none |
| status | string | false | none | none |
| scope | [ScopeCellDto] | false | none | none |
| scopeSummary | ScopeSummaryDto|null | false | none | none |
| maskedHints | MaskedHintsDto|null | false | none | none |
| providerValueKeys | [string] | false | none | none |
| assignedProductGroupCount | integer(int32) | false | none | none |
| lastUpdated | string(date-time)|null | false | none | none |
| updatedBy | string(uuid)|null | false | none | none |
| health | HealthDto|null | false | none | none |
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| credentialId | string(uuid) | false | none | none |
| status | string | false | none | none |
| expiresUtc | string(date-time)|null | false | none | none |
| lastValidatedUtc | string(date-time)|null | false | none | none |
| lastFailureUtc | string(date-time)|null | false | none | none |
| consecutiveFailures | integer(int32) | false | none | none |
| lastFailureReason | string|null | false | none | none |
{
"type": "object",
"properties": {
"ratingUsername": {
"type": "string",
"nullable": true
},
"loginUsername": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| ratingUsername | string|null | false | none | none |
| loginUsername | string|null | false | none | none |
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| name | string|null | false | none | none |
| contact | string|null | false | none | none |
| userRef | string|null | false | none | none |
{
"type": "object",
"properties": {
"type": {
"type": "string",
"nullable": true
},
"title": {
"type": "string",
"nullable": true
},
"status": {
"type": "integer",
"format": "int32",
"nullable": true
},
"detail": {
"type": "string",
"nullable": true
},
"instance": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| type | string|null | false | none | none |
| title | string|null | false | none | none |
| status | integer(int32)|null | false | none | none |
| detail | string|null | false | none | none |
| instance | string|null | false | none | none |
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| credentialId | string(uuid) | false | none | none |
| carrierId | string(uuid) | false | none | none |
| owner | OwnerDto|null | false | none | none |
| scopeSummary | ScopeSummaryDto|null | false | none | none |
| health | HealthDto|null | false | none | none |
{
"type": "object",
"properties": {
"productGroupId": {
"type": "string",
"format": "uuid"
},
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"assignments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"carrierId": {
"type": "string",
"format": "uuid"
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"scopeSummary": {
"allOf": [
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
],
"nullable": true
},
"health": {
"allOf": [
{
"type": "object",
"properties": {
"credentialId": {
"type": "string",
"format": "uuid"
},
"status": {
"type": "string"
},
"expiresUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastValidatedUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"lastFailureUtc": {
"type": "string",
"format": "date-time",
"nullable": true
},
"consecutiveFailures": {
"type": "integer",
"format": "int32"
},
"lastFailureReason": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
}
}
}
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| productGroupId | string(uuid) | false | none | none |
| name | string | false | none | none |
| description | string|null | false | none | none |
| color | string|null | false | none | none |
| active | boolean | false | none | none |
| assignments | [ProductGroupAssignmentDto] | false | none | none |
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"productGroupId": {
"type": "string",
"format": "uuid"
},
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"assignedCredentialCount": {
"type": "integer",
"format": "int32"
}
}
}
},
"totalCount": {
"type": "integer",
"format": "int32"
},
"hasMoreResults": {
"type": "boolean"
},
"pageIndex": {
"type": "integer",
"format": "int32"
},
"pageSize": {
"type": "integer",
"format": "int32"
},
"skip": {
"type": "integer",
"format": "int32"
},
"take": {
"type": "integer",
"format": "int32"
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| items | [ProductGroupSummaryDto] | false | none | none |
| totalCount | integer(int32) | false | none | none |
| hasMoreResults | boolean | false | none | none |
| pageIndex | integer(int32) | false | none | none |
| pageSize | integer(int32) | false | none | none |
| skip | integer(int32) | false | none | none |
| take | integer(int32) | false | none | none |
{
"type": "object",
"properties": {
"productGroupId": {
"type": "string",
"format": "uuid"
},
"name": {
"type": "string"
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
},
"active": {
"type": "boolean"
},
"assignedCredentialCount": {
"type": "integer",
"format": "int32"
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| productGroupId | string(uuid) | false | none | none |
| name | string | false | none | none |
| description | string|null | false | none | none |
| color | string|null | false | none | none |
| active | boolean | false | none | none |
| assignedCredentialCount | integer(int32) | false | none | none |
{
"required": [
"state",
"carrierProductId"
],
"type": "object",
"properties": {
"state": {
"type": "string"
},
"lob": {
"type": "string",
"nullable": true
},
"carrierProductId": {
"type": "string",
"format": "uuid"
},
"carrierProductName": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| state | string | true | none | none |
| lob | string|null | false | none | none |
| carrierProductId | string(uuid) | true | none | none |
| carrierProductName | string|null | false | none | none |
{
"type": "object",
"properties": {
"states": {
"type": "integer",
"format": "int32"
},
"lobs": {
"type": "integer",
"format": "int32"
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| states | integer(int32) | false | none | none |
| lobs | integer(int32) | false | none | none |
{
"required": [
"loginUsername",
"loginPassword"
],
"type": "object",
"properties": {
"loginUsername": {
"type": "string"
},
"loginPassword": {
"type": "string"
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| loginUsername | string | true | none | none |
| loginPassword | string | true | none | none |
{
"required": [
"values"
],
"type": "object",
"properties": {
"values": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| values | object | true | none | none |
| » additionalProperties | string | false | none | none |
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"owner": {
"allOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"contact": {
"type": "string",
"nullable": true
},
"userRef": {
"type": "string",
"nullable": true
}
}
}
],
"nullable": true
},
"producerCode": {
"type": "string",
"nullable": true
},
"producerSubCode": {
"type": "string",
"nullable": true
},
"ratingUsername": {
"type": "string",
"nullable": true
},
"ratingPassword": {
"type": "string",
"nullable": true
},
"loginSameAsRating": {
"type": "boolean",
"nullable": true
},
"bridge": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| name | string|null | false | none | none |
| owner | OwnerDto|null | false | none | none |
| producerCode | string|null | false | none | none |
| producerSubCode | string|null | false | none | none |
| ratingUsername | string|null | false | none | none |
| ratingPassword | string|null | false | none | none |
| loginSameAsRating | boolean|null | false | none | none |
| bridge | string|null | false | none | none |
{
"type": "object",
"properties": {
"name": {
"type": "string",
"nullable": true
},
"description": {
"type": "string",
"nullable": true
},
"color": {
"type": "string",
"nullable": true
}
}
}
| Name | Type | Required | Restrictions | Description |
|---|---|---|---|---|
| name | string|null | false | none | none |
| description | string|null | false | none | none |
| color | string|null | false | none | none |